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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
RNC Capital Management
RNC Capital Management
California
$320K -$4.45K 1 0.02% Reduced
2002
AIM
Anchor Investment Management
South Carolina
$320K $0 3 0.11% Maintained
2003
JWM
Jacobus Wealth Management
Wisconsin
$319K $0 2 0.09% Maintained
2004
CA
Cambridge Advisors
Nebraska
$318K -$88.3K 1 0.13% Reduced
2005
ITIM
Indiana Trust & Investment Management
Indiana
$317K $0 1 0.16% Maintained
2006
STB
S&T Bank
Pennsylvania
$316K -$15.8K 1 0.06% Reduced
2007
Arax Advisory Partners
Arax Advisory Partners
Colorado
$315K -$650 5 0.15% Reduced
2008
WA
Wealth Architects
California
$313K -$590 1 0.12% Reduced
2009
PHAM
Palisades Hudson Asset Management
Florida
$312K $0 1 0.18% Maintained
2010
AIM
Avity Investment Management
Connecticut
$309K +$24.4K 1 0.04% Increased
2011
GG
GenWealth Group
New Jersey
$308K +$302K 1 0.21% New
2012
KWMG
King Wealth Management Group
Florida
$307K $0 1 0.12% Maintained
2013
BIAS
Beacon Investment Advisory Services
New Jersey
$306K +$300K 1 0.05% New
2014
Harvest Fund Management
Harvest Fund Management
China
$305K +$237K 2 0.04% Increased
2015
SFA
Stewardship Financial Advisors
Georgia
$305K $0 1 0.18% Maintained
2016
EP
Edinburgh Partners
United Kingdom
$304K +$53.8K 1 0.08% Increased
2017
MWM
Marietta Wealth Management
Georgia
$304K +$302K 1 0.18% New
2018
DOA
D'Orazio & Associates
Virginia
$302K +$11.9K 3 0.12% Increased
2019
PAG
Pinnacle Advisory Group
Maryland
$301K -$14.5K 1 0.02% Reduced
2020
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$299K +$39.5K 1 0.19% Increased
2021
SIM
SSI Investment Management
California
$299K -$3.77K 1 0.03% Reduced
2022
ACM
Armbruster Capital Management
New York
$298K +$24.5K 2 0.16% Increased
2023
BRF
B. Riley Financial
California
$297K +$333K 1 0.08% New
2024
ID
Integral Derivatives
New York
$297K +$311K 1 0.01% New
2025
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$296K -$15.7K 1 0.02% Reduced