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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
2001
NYLT
New York Life Trust
New York
$12K -$70.1K 1 0.05% Reduced
2002
RCG
Ruggie Capital Group
Florida
$12K +$11.4K 3 0.01% New
2003
AG
Ashmore Group
United Kingdom
$11K $0 1 0% Maintained
2004
FMP
Financial Management Professionals
Texas
$9K $0 1 0.01% Maintained
2005
HIM
Hutchens Investment Management
New Hampshire
$7K +$7.17K 1 0.01% New
2006
MFS
McNamara Financial Services
Massachusetts
$7K +$7.17K 1 0.01% New
2007
WCM
Wealthcare Capital Management
Virginia
$7K -$5.14K 2 0% Reduced
2008
GWA
Genesis Wealth Advisors
Massachusetts
$4.36K +$3.98K 1 0% New
2009
CFN
Cordasco Financial Network
Florida
$3K +$2.57K 1 0% New
2010
PRS
Pinkerton Retirement Specialists
Idaho
$3K +$49.1K 1 0% New
2011
CFA
Camarda Financial Advisors
Florida
$2K $0 1 0% Maintained
2012
AHB
Abner Herrman & Brock
New Jersey
$0 -$9.48M 0 – Closed
2013
Advent Capital Management
Advent Capital Management
New York
$0 -$3.73M 0 – Closed
2014
AAM
American Asset Management
Florida
$0 $0 0 – Closed
2015
AC
Ascend Capital
California
$0 -$98.3M 0 – Closed
2016
BCM
BBT Capital Management
Texas
$0 -$1.93M 0 – Closed
2017
BL
BCWM LLC
Kansas
$0 -$1.29M 0 – Closed
2018
BCM
Beck Capital Management
Texas
$0 -$374K 0 – Closed
2019
BFIC
Bedell Frazier Investment Counselling
California
$0 -$2M 0 – Closed
2020
BLM
Bennett Lawrence Management
New York
$0 -$1.29M 0 – Closed
2021
BIM
Bogle Investment Management
Massachusetts
$0 -$7.49M 0 – Closed
2022
BL
Bolton LP
Connecticut
$0 -$470K 0 – Closed
2023
CIA
Capital Impact Advisors
Massachusetts
$0 -$159 0 – Closed
2024
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0 -$706K 0 – Closed
2025
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$2.01M 0 – Closed