← All themes

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
2001
BFG
Berger Financial Group
Minnesota
$3.22M -$994K 3 0.16% Reduced
2002
TW
ticino wealth
California
$3.21M -$1.5M 4 1.01% Reduced
2003
HJIM
Henry James International Management
New York
$3.21M $0 1 0.96% Maintained
2004
MFA
Mayflower Financial Advisors
Massachusetts
$3.2M -$3.64M 4 0.28% Reduced
2005
SCP
Sivia Capital Partners
California
$3.2M -$1.54M 4 0.39% Reduced
2006
SIC
Sterling Investment Counsel
New York
$3.2M +$110K 2 0.75% Increased
2007
AO
Advisor OS
Illinois
$3.19M -$280K 6 0.21% Reduced
2008
FGA
Fortis Group Advisors
New Jersey
$3.19M +$4.91K 7 0.51% Increased
2009
MBT
Montecito Bank & Trust
California
$3.18M -$864K 3 0.48% Reduced
2010
DL
Dockside LLC
New York
$3.18M +$2.87M 2 0.74% New
2011
SP
Stablepoint Partners
Massachusetts
$3.18M -$502K 2 0.44% Reduced
2012
ESC
Eurizon SLJ Capital
$3.17M -$761K 2 1.17% Reduced
2013
KIM
Kurv Investment Management
California
$3.17M -$1.35M 1 1.91% Reduced
2014
AGP
Autumn Glory Partners
Texas
$3.17M +$1.54M 3 0.9% Increased
2015
BMA
Brooks Moore & Associates
Tennessee
$3.16M -$1.88M 2 1.42% Reduced
2016
EFMC
Empire Financial Management Company
New York
$3.15M -$9.43M 2 1.25% Reduced
2017
WCM
Woodson Capital Management
Connecticut
$3.15M +$2.19M 1 0.53% Increased
2018
WSCM
Wellington Shields Capital Management
New York
$3.13M +$516K 5 0.4% Increased
2019
BCP
Balance Capital Partners
New York
$3.12M +$2.46M 1 2.24% New
2020
PFA
Pathway Financial Advisors
Vermont
$3.12M -$3.03M 1 0.36% Reduced
2021
AFA
Abacus FCF Advisors
Florida
$3.11M +$3.52M 1 0.57% New
2022
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$3.1M -$458K 5 0.08% Reduced
2023
WP
WealthShield Partners
North Carolina
$3.1M -$246K 1 0.47% Reduced
2024
XWL
XXI Wealth LLC
Illinois
$3.09M -$225K 1 1.42% Reduced
2025
RCI
RS Crum Inc
California
$3.08M +$1.2K 2 0.58% Increased