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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
$362K +$6.27K 11 0.29% Increased
1977
JSL
JT Stratford LLC
Georgia
$358K +$76.3K 1 0.25% Increased
1978
IDBONY
Israel Discount Bank of New York
New York
$357K -$96.4K 3 0.29% Reduced
1979
CFD
Creative Financial Designs
Indiana
$356K -$67.8K 5 0.23% Reduced
1980
CT
Clearstead Trust
Maine
$354K +$73K 2 0.28% Increased
1981
Park Avenue Securities
Park Avenue Securities
New York
$354K +$347K 1 0.04% New
1982
HHGA
Halbert Hargrove Global Advisors
California
$353K -$83.4K 1 0.09% Reduced
1983
AC
Addison Capital
Pennsylvania
$352K +$944 1 0.28% Increased
1984
NFGCM
Norman Fields Gottscho Capital Management
New York
$349K +$29.4K 1 0.22% Increased
1985
HCM
Hilton Capital Management
New York
$348K $0 1 0.06% Maintained
1986
RQS
Ramsey Quantitative Systems
Kentucky
$348K +$329K 1 0.39% New
1987
Global Retirement Partners
Global Retirement Partners
California
$347K -$5.23K 7 0.16% Reduced
1988
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$345K +$377K 1 1.63% New
1989
BRM
Boston Research & Management
Massachusetts
$344K $0 1 0.19% Maintained
1990
Brighton Jones LLC
Brighton Jones LLC
Washington
$344K -$3.3K 1 0.05% Reduced
1991
MCMT
Moon Capital Management (Tennessee)
Tennessee
$341K -$118 1 0.37% Reduced
1992
VI
Versor Investments
New York
$341K +$349K 1 0.09% New
1993
TDC
Thompson Davis & Co
Virginia
$339K +$149K 10 0.54% Increased
1994
ACM
Ashford Capital Management
Delaware
$334K -$282K 1 0.06% Reduced
1995
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$333K +$228K 10 0.04% Increased
1996
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$330K +$362K 1 0.29% New
1997
Sowell Financial Services
Sowell Financial Services
Arkansas
$328K -$224K 1 0.09% Reduced
1998
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$327K $0 2 0.03% Maintained
1999
BW
Bison Wealth
Georgia
$323K +$59.8K 1 0.27% Increased
2000
WIC
Whitegate Investment Counselors
New Hampshire
$321K $0 1 0.07% Maintained