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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
LA
Lucus Advisors
New York
$344K -$1.71M 1 0.49% Reduced
2002
JWM
Jacobus Wealth Management
Wisconsin
$342K $0 2 0.09% Maintained
2003
BW
Bison Wealth
Georgia
$341K -$2.11K 1 0.27% Reduced
2004
MCM
McRae Capital Management
New Jersey
$341K +$34.4K 1 0.15% Increased
2005
EAMA
EFG Asset Management (Americas)
Florida
$340K +$300K 1 0.13% New
2006
VAM
Verity Asset Management
North Carolina
$339K -$308K 1 0.26% Reduced
2007
IC
Intersect Capital
California
$338K +$52.7K 1 0.19% Increased
2008
RA
Rational Advisors
New York
$338K +$314K 2 0.18% New
2009
ITIM
Indiana Trust & Investment Management
Indiana
$337K $0 1 0.16% Maintained
2010
WA
Wealth Architects
California
$333K -$248 1 0.12% Reduced
2011
PHAM
Palisades Hudson Asset Management
Florida
$332K $0 1 0.19% Maintained
2012
WIC
Whitegate Investment Counselors
New Hampshire
$331K -$10.3K 1 0.07% Reduced
2013
CC
Cedar Capital
Illinois
$329K +$15.9K 1 0.16% Increased
2014
GG
GenWealth Group
New Jersey
$327K $0 1 0.2% Maintained
2015
KWMG
King Wealth Management Group
Florida
$326K $0 1 0.12% Maintained
2016
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$325K +$70.8K 1 0.27% Increased
2017
HHGA
Halbert Hargrove Global Advisors
California
$323K -$50K 1 0.09% Reduced
2018
SIM
SSI Investment Management
California
$319K -$1.86K 1 0.03% Reduced
2019
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$318K +$86.1K 1 0.15% Increased
2020
CA
Cambridge Advisors
Nebraska
$317K $0 1 0.12% Maintained
2021
WC
Wexford Capital
Florida
$317K $0 1 0.03% Maintained
2022
OAM
Occidental Asset Management
California
$315K +$8.32K 1 0.17% Increased
2023
SI
Sensato Investors
California
$313K -$717K 1 0.06% Reduced
2024
DOA
D'Orazio & Associates
Virginia
$312K -$12.1K 3 0.12% Reduced
2025
HA
Hays Advisory
Tennessee
$311K +$22.2K 1 0.09% Increased