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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
1976
AWM
AllSquare Wealth Management
New York
$28K $0 4 0.03% Maintained
1977
SFG
Sage Financial Group
Pennsylvania
$27K $0 1 0.01% Maintained
1978
Pathstone Family Office
Pathstone Family Office
New Jersey
$25K $0 1 0.04% Maintained
1979
ANBT
American National Bank & Trust
Texas
$24K -$4.76K 2 0.01% Reduced
1980
AIM
Acuity Investment Management
Ontario, Canada
$23K $0 1 0.03% Maintained
1981
PCM
Perkins Capital Management
Minnesota
$23K -$5.18K 1 0.02% Reduced
1982
CG
Cleary Gull
Wisconsin
$20K +$19K 1 0.02% New
1983
Avior Wealth Management
Avior Wealth Management
Nebraska
$18K +$17.8K 1 0.01% New
1984
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$17K $0 1 0.01% Maintained
1985
NHFG
New Harbor Financial Group
Massachusetts
$17K -$6.77K 1 0.02% Reduced
1986
NYLT
New York Life Trust
New York
$17K +$5.8K 2 0.07% Increased
1987
TSS
Two Sigma Securities
New York
$17K -$694K 1 0.02% Reduced
1988
SA
SRH Advisors
Kansas
$15K $0 3 0.1% Maintained
1989
FMA
FNY Managed Accounts
New York
$13.3K -$116K 1 0.01% Reduced
1990
KIG
Kessler Investment Group
Indiana
$12K $0 1 0.02% Maintained
1991
LWM
LBA Wealth Management
Florida
$12K $0 1 0.01% Maintained
1992
CFS
Commonwealth Financial Services
West Virginia
$11K $0 1 0.01% Maintained
1993
WIC
Water Island Capital
New York
$10.4K +$10.2K 1 0% New
1994
SSG
Summit Securities Group
New York
$10K -$664K 1 0.01% Reduced
1995
FMP
Financial Management Professionals
Texas
$8K $0 1 0% Maintained
1996
MUS
Mitsubishi UFJ Securities
Japan
$7K +$6.71K 2 0.02% New
1997
GWA
Genesis Wealth Advisors
Massachusetts
$4.88K $0 1 0% Maintained
1998
PSC
Prentiss Smith & Co
Vermont
$4K -$214K 1 0% Reduced
1999
CFN
Cordasco Financial Network
Florida
$3K $0 1 0% Maintained
2000
PRS
Pinkerton Retirement Specialists
Idaho
$3K $0 1 0% Maintained