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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
MWM
Mascoma Wealth Management
New Hampshire
$383K +$57.9K 3 0.26% Increased
1977
CGA
Crescent Grove Advisors
Illinois
$382K -$1.77K 1 0.1% Reduced
1978
PIA
Peachtree Investment Advisors
Georgia
$382K -$970K 1 0.33% Reduced
1979
AIM
Anchor Investment Management
South Carolina
$379K +$37.9K 3 0.11% Increased
1980
CWM
Catamount Wealth Management
Connecticut
$378K +$121K 2 0.22% Increased
1981
JWA
JFS Wealth Advisors
Pennsylvania
$376K +$123K 4 0.1% Increased
1982
CW
Cabot-Wellington
Massachusetts
$374K $0 1 0.22% Maintained
1983
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$374K -$25.8K 1 0.11% Reduced
1984
Advent Capital Management
Advent Capital Management
New York
$373K +$346K 1 0.01% New
1985
CT
Clearstead Trust
Maine
$373K -$54.3K 2 0.28% Reduced
1986
CFD
Creative Financial Designs
Indiana
$371K -$4.41K 5 0.21% Reduced
1987
AC
Addison Capital
Pennsylvania
$368K -$6.95K 1 0.32% Reduced
1988
PGCM
Prescott Group Capital Management
Oklahoma
$367K -$1.18M 1 0.07% Reduced
1989
BRM
Boston Research & Management
Massachusetts
$363K $0 1 0.19% Maintained
1990
MCMT
Moon Capital Management (Tennessee)
Tennessee
$363K $0 1 0.42% Maintained
1991
JSL
JT Stratford LLC
Georgia
$360K -$19.8K 1 0.23% Reduced
1992
SGCA
Steel Grove Capital Advisors
Tennessee
$360K +$349K 1 0.06% New
1993
IDBONY
Israel Discount Bank of New York
New York
$358K -$24.1K 3 0.27% Reduced
1994
Element Capital Management
Element Capital Management
New York
$357K -$115K 1 0.15% Reduced
1995
RNC Capital Management
RNC Capital Management
California
$357K +$19.2K 1 0.03% Increased
1996
AIM
Avity Investment Management
Connecticut
$355K $0 1 0.05% Maintained
1997
PI
Parkside Investments
Illinois
$354K +$343K 1 0.2% New
1998
Destination Wealth Management
Destination Wealth Management
California
$348K -$67K 1 0.02% Reduced
1999
Brighton Jones LLC
Brighton Jones LLC
Washington
$347K -$18.6K 1 0.04% Reduced
2000
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$345K $0 2 0.03% Maintained