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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
FFS
Founders Financial Securities
Maryland
$369K +$362K 1 0.14% New
1952
CRCP
Copper Rock Capital Partners
Massachusetts
$368K -$19.4M 1 0.02% Reduced
1953
SC
SRB Corp
Massachusetts
$364K -$10.3K 2 0.05% Reduced
1954
HCM
Hilton Capital Management
New York
$361K +$316K 1 0.07% Increased
1955
SGCA
Steel Grove Capital Advisors
Tennessee
$359K -$133K 1 0.06% Reduced
1956
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$358K +$345K 4 0.03% New
1957
NG
Northstar Group
New York
$356K $0 1 0.24% Maintained
1958
NEPWA
New England Private Wealth Advisors
Massachusetts
$352K +$110 1 0.11% Increased
1959
VWA
V Wealth Advisors
Kansas
$352K +$52.6K 1 0.22% Increased
1960
DLHL
Donald L. Hagan LLC
Florida
$350K $0 1 0.34% Maintained
1961
PL
Parthenon LLC
Kentucky
$350K $0 1 0.08% Maintained
1962
CW
Cabot-Wellington
Massachusetts
$348K $0 1 0.21% Maintained
1963
RAM
Riggs Asset Management
Pennsylvania
$348K +$22K 2 0.17% Increased
1964
BRM
Boston Research & Management
Massachusetts
$345K $0 1 0.19% Maintained
1965
CA
Cortland Associates
Missouri
$345K -$98.5K 1 0.07% Reduced
1966
GHAM
Gilman Hill Asset Management
Connecticut
$343K +$46K 1 0.15% Increased
1967
AIM
Avity Investment Management
Connecticut
$340K +$75.1K 1 0.05% Increased
1968
Global Retirement Partners
Global Retirement Partners
California
$338K +$61.4K 7 0.19% Increased
1969
CT
Clearstead Trust
Maine
$335K $0 1 0.28% Maintained
1970
MWM
Mascoma Wealth Management
New Hampshire
$330K -$5.67K 3 0.24% Reduced
1971
AC
Addison Capital
Pennsylvania
$329K +$16.5K 1 0.26% Increased
1972
SAM
Security Asset Management
New York
$328K $0 1 0.28% Maintained
1973
Brighton Jones LLC
Brighton Jones LLC
Washington
$326K +$319K 1 0.08% New
1974
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$325K -$105K 1 0.37% Reduced
1975
RNC Capital Management
RNC Capital Management
California
$325K -$945K 1 0.03% Reduced