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Robotics & Automation

Robotics and automation replace or assist human physical labour, and the case for them strengthens as wages rise and workforces age. Better perception models have widened the range of tasks machines can attempt.

83 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1951
NEAM
New England Asset Management
Connecticut
$60K +$58.6K 1 0% New
1952
CIM
Contravisory Investment Management
Massachusetts
$58K +$56.2K 1 0.01% New
1953
CWM
Catamount Wealth Management
Connecticut
$55K $0 1 0.05% Maintained
1954
KCM
Karp Capital Management
California
$54K +$38 3 0.04% Increased
1955
MA
Minerva Advisors
Pennsylvania
$54K $0 1 0.03% Maintained
1956
AIM
Advantage Investment Management
Iowa
$53K -$17.5K 6 0.03% Reduced
1957
RCG
Ruggie Capital Group
Florida
$53K +$40.5K 4 0.06% Increased
1958
PH
Pinnacle Holdings
Oklahoma
$52.2K +$50.9K 1 0.02% New
1959
LOT
Lombard Odier Transatlantic
Quebec, Canada
$52K $0 1 0.04% Maintained
1960
LWA
Lowe Wealth Advisors
Maryland
$50K $0 1 0.03% Maintained
1961
CFG
CKW Financial Group
Hawaii
$49K $0 2 0.02% Maintained
1962
FMB
Field & Main Bank
Kentucky
$49K +$14.5K 2 0.05% Increased
1963
LFR
Lehman Financial Resources
Pennsylvania
$49K -$91 2 0.02% Reduced
1964
LWA
Lenox Wealth Advisors
New York
$49K -$38.4K 3 0.02% Reduced
1965
RPG
Risk Paradigm Group
Texas
$45.4K +$44.5K 2 0.04% New
1966
WP
WealthPLAN Partners
Nebraska
$43K +$43.6K 3 0.02% New
1967
NC
NewSquare Capital
Pennsylvania
$42K $0 1 0.01% Maintained
1968
SFWA
Summit Financial Wealth Advisors
Louisiana
$42K -$12K 1 0.03% Reduced
1969
SCP
Syntal Capital Partners
Texas
$42K -$1.61K 2 0.05% Reduced
1970
VIM
Veritas Investment Management
United Kingdom
$42K +$40.7K 1 0.01% Increased
1971
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$41K $0 4 0% Maintained
1972
MIG
Mariner Investment Group
New York
$37K $0 1 0.01% Maintained
1973
PIM
Progressive Investment Management
Oregon
$35K -$624K 1 0.12% Reduced
1974
VCM
Vigilant Capital Management
Maine
$34K $0 1 0.01% Maintained
1975
OAJ
Ogorek Anthony Joseph
New York
$31K $0 1 0.02% Maintained