← 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
JGIA
Jackson Grant Investment Advisers
Connecticut
$69K +$525 2 0.06% Increased
2002
Laurion Capital Management
Laurion Capital Management
New York
$69K +$67.9K 2 0% New
2003
AWMS
Advocacy Wealth Management Services
Georgia
$68K -$19.6K 2 0.03% Reduced
2004
CPA
Cowen Prime Advisors
New York
$68K $0 1 0.03% Maintained
2005
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$66K +$4.65K 1 0.06% Increased
2006
NCMG
NCM Capital Management Group
North Carolina
$63K -$3.26K 1 0.77% Reduced
2007
BIG
Bellwether Investment Group
Tennessee
$60K +$59.7K 3 0.07% New
2008
CWM
Catamount Wealth Management
Connecticut
$58K $0 1 0.07% Maintained
2009
ECM
Exchange Capital Management
Michigan
$58K +$58.2K 2 0.02% New
2010
DSN
D. Scott Neal
Kentucky
$50K $0 2 0.04% Maintained
2011
LWA
Lenox Wealth Advisors
New York
$50K -$3.5K 3 0.01% Reduced
2012
VCM
Vigilant Capital Management
Maine
$48K +$16.3K 3 0.01% Increased
2013
NO
Ninety One
South Africa
$44K +$43.5K 1 0.04% New
2014
RCG
Ruggie Capital Group
Florida
$41K $0 2 0.04% Maintained
2015
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$39K -$3K 3 0% Reduced
2016
LWA
Lowe Wealth Advisors
Maryland
$37K $0 2 0.02% Maintained
2017
CFA
Camarda Financial Advisors
Florida
$36K +$14.8K 2 0.02% Increased
2018
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$35.7K -$284K 1 0.05% Reduced
2019
LOT
Lombard Odier Transatlantic
Quebec, Canada
$35K -$22.8K 1 0.04% Reduced
2020
MUS
Mitsubishi UFJ Securities
Japan
$35K -$38.7K 1 0.06% Reduced
2021
ED
Exane Derivatives
France
$34.4K -$14.1K 1 0.01% Reduced
2022
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$34K $0 1 0.01% Maintained
2023
OAJ
Ogorek Anthony Joseph
New York
$34K $0 1 0.03% Maintained
2024
KIG
Kessler Investment Group
Indiana
$30K $0 1 0.04% Maintained
2025
DIA
Davidson Investment Advisors
Montana
$29K -$407K 2 0% Reduced