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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
DPA
Delphi Private Advisors
California
$81K +$1.46K 4 0.14% Increased
2002
AIM
Advantage Investment Management
Iowa
$72K +$48.2K 6 0.03% Increased
2003
AWM
AllSquare Wealth Management
New York
$72K $0 4 0.07% Maintained
2004
CPA
Cowen Prime Advisors
New York
$71K $0 1 0.03% Maintained
2005
JGIA
Jackson Grant Investment Advisers
Connecticut
$71K +$426 2 0.06% Increased
2006
AWMS
Advocacy Wealth Management Services
Georgia
$68K -$5.44K 2 0.03% Reduced
2007
ECM
Exchange Capital Management
Michigan
$65K +$4.89K 3 0.03% Increased
2008
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$64K -$648K 2 0.02% Reduced
2009
VCM
Vigilant Capital Management
Maine
$64K +$13.3K 2 0.01% Increased
2010
SAM
Sunnymeath Asset Management
New Jersey
$62K -$23K 1 0.14% Reduced
2011
NCMG
NCM Capital Management Group
North Carolina
$58K $0 1 0.7% Maintained
2012
DSN
D. Scott Neal
Kentucky
$51K $0 2 0.04% Maintained
2013
LWA
Lenox Wealth Advisors
New York
$51K $0 3 0.02% Maintained
2014
RBC
Roble Belko & Company
Pennsylvania
$45K +$30.4K 2 0.02% Increased
2015
RCG
Ruggie Capital Group
Florida
$44K +$1.78K 2 0.04% Increased
2016
Gradient Investments
Gradient Investments
Minnesota
$41K -$38.6K 3 0% Reduced
2017
LWA
Lowe Wealth Advisors
Maryland
$41K $0 2 0.03% Maintained
2018
EMG
ETF Managers Group
New Jersey
$39K +$38.9K 1 0.08% New
2019
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$39K $0 1 0.01% Maintained
2020
IC
IKOS CIF
Cyprus
$39K -$55.4K 2 0.23% Reduced
2021
NYLT
New York Life Trust
New York
$38K +$26.5K 1 0.19% Increased
2022
CFA
Camarda Financial Advisors
Florida
$37K $0 2 0.02% Maintained
2023
IWC
Integrated Wealth Counsel
California
$35K +$34.6K 2 0.07% New
2024
LOT
Lombard Odier Transatlantic
Quebec, Canada
$35K $0 1 0.03% Maintained
2025
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$34K +$24.1K 1 0% New