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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
ACM
Armbruster Capital Management
New York
$239K -$508 2 0.14% Reduced
2002
GHAM
Gilman Hill Asset Management
Connecticut
$239K +$223K 1 0.09% New
2003
SWA
SFMG Wealth Advisors
Texas
$239K +$1.02K 1 0.05% Increased
2004
RWM
Raffa Wealth Management
District of Columbia
$237K -$24 9 0.12% Reduced
2005
IWA
Intercontinental Wealth Advisors
Texas
$232K +$225K 1 0.15% New
2006
IC
Intersect Capital
California
$232K -$1.22K 1 0.17% Reduced
2007
LA
Lau Associates
Delaware
$232K -$1.22K 1 0.23% Reduced
2008
LPC
Loeb Partners Corp
New York
$232K +$225K 1 0.08% New
2009
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$232K -$1.22K 1 0.1% Reduced
2010
GIM
Greystone Investment Management
Ohio
$231K +$18K 1 0.12% Increased
2011
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$230K +$209K 1 0.18% New
2012
DA
Dillon & Associates
Michigan
$227K $0 1 0.1% Maintained
2013
EP
Edinburgh Partners
United Kingdom
$227K $0 1 0.05% Maintained
2014
BIA
Barry Investment Advisors
Massachusetts
$226K +$1.4K 1 0.08% Increased
2015
EAM
Evanson Asset Management
California
$226K +$218K 1 0.06% New
2016
GF
Goodman Financial
Texas
$226K -$1.12K 1 0.13% Reduced
2017
MM
Meridian Management
Arkansas
$226K $0 1 0.13% Maintained
2018
ANBT
American National Bank & Trust
Texas
$224K +$41.7K 1 0.07% Increased
2019
JWBC
J.W. Burns & Co
New York
$224K +$209K 1 0.07% New
2020
OAM
Occidental Asset Management
California
$224K +$216K 1 0.16% New
2021
RWA
RGT Wealth Advisors
Texas
$224K +$218K 1 0.13% New
2022
ZF
Zhang Financial
Michigan
$223K +$208K 1 0.12% New
2023
BCCM
Bridge Creek Capital Management
Massachusetts
$222K $0 1 0.13% Maintained
2024
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$222K +$7.59K 1 0.11% Increased
2025
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$222K +$214K 1 0.02% New