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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
CFA
Camarda Financial Advisors
Florida
$20K $0 1 0.01% Maintained
2002
UFA
US Financial Advisors
Massachusetts
$20K -$34.7K 5 0.03% Reduced
2003
CL
CSS LLC
Illinois
$19K $0 1 0% Maintained
2004
RBC
Roble Belko & Company
Pennsylvania
$19K +$4.97K 2 0.01% Increased
2005
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$19K +$17.4K 2 0% New
2006
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$18K $0 1 0.01% Maintained
2007
NHFG
New Harbor Financial Group
Massachusetts
$18K $0 1 0.02% Maintained
2008
SA
SRH Advisors
Kansas
$15K $0 2 0.08% Maintained
2009
TSS
Two Sigma Securities
New York
$15K -$263K 1 0.02% Reduced
2010
CFS
Commonwealth Financial Services
West Virginia
$11K $0 1 0.02% Maintained
2011
Pathstone Family Office
Pathstone Family Office
New Jersey
$11K +$10.5K 1 0.02% New
2012
CWM
Cedar Wealth Management
California
$10K +$8.44K 1 0.01% New
2013
HF
Hoxton Financial
West Virginia
$8K $0 1 0% Maintained
2014
CCS
Crosspoint Capital Strategies
California
$7K -$937K 1 0.01% Reduced
2015
FMP
Financial Management Professionals
Texas
$7K $0 1 0% Maintained
2016
NA
Navellier & Associates
Nevada
$5K +$4.65K 1 0% New
2017
TWMP
Taylor Wealth Management Partners
Massachusetts
$5K +$94 1 0% Increased
2018
HRC
Hoertkorn Richard Charles
$4K $0 1 0% Maintained
2019
WAS
Winch Advisory Services
Wisconsin
$4K -$21K 0 – Closed
2020
PFA
Paradigm Financial Advisors
Missouri
$3K $0 1 0% Maintained
2021
CFN
Cordasco Financial Network
Florida
$2K $0 1 0% Maintained
2022
SLF
Sun Life Financial
Ontario, Canada
$1.77K -$589K 2 0% Reduced
2023
IFA
Interactive Financial Advisors
Illinois
$1K $0 1 0% Maintained
2024
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
2025
ACC
Accident Compensation Corp
New Zealand
$0 -$1.01M 0 – Closed