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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
SFA
Stewardship Financial Advisors
Georgia
$293K $0 1 0.18% Maintained
2002
CL
CIM LLC
New York
$292K -$3.64K 1 0.13% Reduced
2003
PHAM
Palisades Hudson Asset Management
Florida
$292K $0 1 0.19% Maintained
2004
PM
Parametrica Management
Hong Kong
$291K -$1.93M 1 0.3% Reduced
2005
TCM
Texan Capital Management
Texas
$291K +$1.31K 1 0.13% Increased
2006
EGA
E&G Advisors
Texas
$290K $0 1 0.15% Maintained
2007
CIAN
Capstone Investment Advisors (Netherlands)
New York
$289K -$52K 1 0.82% Reduced
2008
KWMG
King Wealth Management Group
Florida
$288K $0 1 0.12% Maintained
2009
ZF
Zhang Financial
Michigan
$288K -$24.9K 1 0.14% Reduced
2010
PO
Private Ocean
California
$287K $0 1 0.19% Maintained
2011
BWFM
Bridgewater Wealth & Financial Management
Maryland
$286K +$773 1 0.1% Increased
2012
HWM
Highwater Wealth Management
Colorado
$284K $0 1 0.85% Maintained
2013
PHK
Point72 Hong Kong
Hong Kong
$284K +$112K 2 0.37% Increased
2014
SIM
SSI Investment Management
California
$283K -$442 1 0.03% Reduced
2015
RFWA
RPg Family Wealth Advisory
Massachusetts
$282K +$90.8K 2 0.23% Increased
2016
DOA
D'Orazio & Associates
Virginia
$281K $0 3 0.11% Maintained
2017
GAM
Gemmer Asset Management
California
$279K +$221 13 0.12% Increased
2018
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$276K -$1.62M 1 0.11% Reduced
2019
LBG
Lloyds Banking Group
United Kingdom
$275K -$20.6K 2 2.48% Reduced
2020
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$272K -$143K 1 0.16% Reduced
2021
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$271K +$270K 1 0.16% New
2022
LI
Lafayette Investments
Maryland
$271K $0 1 0.1% Maintained
2023
OAM
Occidental Asset Management
California
$271K +$30.5K 1 0.18% Increased
2024
B
Bellecapital
Switzerland
$270K +$41.9K 1 0.25% Increased
2025
RWM
Raffa Wealth Management
District of Columbia
$269K -$3.82K 7 0.13% Reduced