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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
MA
Minerva Advisors
Pennsylvania
$55K $0 1 0.03% Maintained
1952
CWM
Catamount Wealth Management
Connecticut
$54K $0 1 0.04% Maintained
1953
LWA
Lowe Wealth Advisors
Maryland
$53K $0 1 0.04% Maintained
1954
KCM
Karp Capital Management
California
$51K $0 3 0.03% Maintained
1955
LOT
Lombard Odier Transatlantic
Quebec, Canada
$51K $0 1 0.04% Maintained
1956
PH
Pinnacle Holdings
Oklahoma
$51K $0 1 0.02% Maintained
1957
Gradient Investments
Gradient Investments
Minnesota
$49K -$3.58M 3 0.01% Reduced
1958
FMB
Field & Main Bank
Kentucky
$48K $0 2 0.05% Maintained
1959
LWA
Lenox Wealth Advisors
New York
$47K $0 3 0.02% Maintained
1960
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$46K +$8.3K 4 0% Increased
1961
RPG
Risk Paradigm Group
Texas
$44.3K $0 2 0.04% Maintained
1962
ANBT
American National Bank & Trust
Texas
$42K +$19.8K 3 0.02% Increased
1963
Avior Wealth Management
Avior Wealth Management
Nebraska
$41K +$23.9K 1 0.03% Increased
1964
VIM
Veritas Investment Management
United Kingdom
$41K $0 1 0.01% Maintained
1965
VCM
Vigilant Capital Management
Maine
$41K +$8.77K 2 0.01% Increased
1966
RCG
Ruggie Capital Group
Florida
$40K -$11.1K 3 0.03% Reduced
1967
AIM
Advantage Investment Management
Iowa
$39K -$15.2K 6 0.02% Reduced
1968
CFG
CKW Financial Group
Hawaii
$39K -$9K 1 0.02% Reduced
1969
SFWA
Summit Financial Wealth Advisors
Louisiana
$38K $0 1 0.02% Maintained
1970
PCM
Perkins Capital Management
Minnesota
$33K +$21.9K 1 0.03% Increased
1971
WP
WealthPLAN Partners
Nebraska
$33K -$10.1K 2 0.01% Reduced
1972
OAJ
Ogorek Anthony Joseph
New York
$31K $0 1 0.02% Maintained
1973
RBC
Roble Belko & Company
Pennsylvania
$31K -$85K 1 0.02% Reduced
1974
AWM
AllSquare Wealth Management
New York
$27K $0 4 0.03% Maintained
1975
SFG
Sage Financial Group
Pennsylvania
$27K $0 1 0.01% Maintained