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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
SWA
Sutton Wealth Advisors
Florida
$325K -$1.26K 11 0.27% Reduced
1977
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$321K +$309K 3 0.01% Increased
1978
RA
Rational Advisors
New York
$321K -$1.01M 1 0.21% Reduced
1979
OIA
Optimum Investment Advisors
Illinois
$320K $0 1 0.11% Maintained
1980
MCMT
Moon Capital Management (Tennessee)
Tennessee
$320K -$61.1K 1 0.37% Reduced
1981
OMC
Overbrook Management Corp
New York
$319K $0 1 0.07% Maintained
1982
STB
S&T Bank
Pennsylvania
$319K -$29.9K 1 0.06% Reduced
1983
PAG
Pinnacle Advisory Group
Maryland
$317K +$316K 1 0.02% New
1984
JWM
Jacobus Wealth Management
Wisconsin
$316K +$99.4K 2 0.09% Increased
1985
AIM
Anchor Investment Management
South Carolina
$314K $0 3 0.11% Maintained
1986
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$313K -$26.6K 1 0.02% Reduced
1987
AMCA
Arthur M. Cohen & Associates
Illinois
$311K $0 1 0.14% Maintained
1988
Klingman & Associates
Klingman & Associates
New York
$311K -$52.7K 1 0.09% Reduced
1989
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$304K +$300K 2 0.03% New
1990
Arax Advisory Partners
Arax Advisory Partners
Colorado
$303K +$25.1K 5 0.15% Increased
1991
WIC
Whitegate Investment Counselors
New Hampshire
$301K $0 1 0.07% Maintained
1992
NFGCM
Norman Fields Gottscho Capital Management
New York
$300K +$292K 1 0.19% New
1993
CWA Asset Management Group
CWA Asset Management Group
Florida
$298K +$292K 1 0.1% New
1994
FIM
Frontier Investment Management
Texas
$298K +$266K 1 0.03% New
1995
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$298K -$870K 1 0.05% Reduced
1996
ITIM
Indiana Trust & Investment Management
Indiana
$297K +$24.4K 1 0.15% Increased
1997
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$297K -$71K 1 0.02% Reduced
1998
SCI
Stableford Capital II
Arizona
$296K +$290K 1 0.26% New
1999
WA
Wealth Architects
California
$294K $0 1 0.12% Maintained
2000
BC
Banced Corp
Illinois
$293K $0 1 0.53% Maintained