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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
JFA
JNBA Financial Advisors
Minnesota
$406K $0 2 0.09% Maintained
1952
AAM
American Asset Management
Florida
$402K +$27.1K 1 0.22% Increased
1953
GEM
Global Endowment Management
North Carolina
$400K $0 1 0.05% Maintained
1954
WIM
Westside Investment Management
California
$396K +$11.4K 6 0.26% Increased
1955
Destination Wealth Management
Destination Wealth Management
California
$393K -$156K 1 0.03% Reduced
1956
CAW
Cornerstone Advisors (Washington)
Washington
$390K $0 8 0.22% Maintained
1957
BCA
Bray Capital Advisors
Florida
$389K -$58.9K 1 0.21% Reduced
1958
FFS
Founders Financial Securities
Maryland
$389K -$4.96K 1 0.15% Reduced
1959
GHAM
Gilman Hill Asset Management
Connecticut
$384K +$59K 1 0.17% Increased
1960
PCP
Proficio Capital Partners
Massachusetts
$384K -$22.6K 12 0.16% Reduced
1961
NG
Northstar Group
New York
$381K $0 1 0.24% Maintained
1962
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$380K +$889 1 0.12% Increased
1963
DCM
Divisar Capital Management
California
$377K -$880K 1 0.17% Reduced
1964
NEPWA
New England Private Wealth Advisors
Massachusetts
$377K $0 1 0.12% Maintained
1965
PL
Parthenon LLC
Kentucky
$374K $0 1 0.09% Maintained
1966
CCM
CrestPoint Capital Management
Missouri
$373K -$1.19M 1 0.18% Reduced
1967
DLHL
Donald L. Hagan LLC
Florida
$373K $0 1 0.35% Maintained
1968
BJ
Brouwer & Janachowski
California
$372K +$364K 1 0.08% New
1969
TCM
Telos Capital Management
California
$370K +$59 1 0.15% Increased
1970
RAM
Riggs Asset Management
Pennsylvania
$367K $0 2 0.16% Maintained
1971
CW
Cabot-Wellington
Massachusetts
$366K $0 1 0.21% Maintained
1972
IHT Wealth Management
IHT Wealth Management
Illinois
$365K +$33.5K 11 0.18% Increased
1973
SCM
Stellar Capital Management
Arizona
$365K -$37.2K 1 0.27% Reduced
1974
WCM
Washington Capital Management
Washington
$364K -$668K 1 0.41% Reduced
1975
GHA
GW Henssler & Associates
Georgia
$363K -$278K 1 0.04% Reduced