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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
2026
SageView Advisory Group
SageView Advisory Group
California
$3.08M -$369K 6 0.1% Reduced
2027
NWAG
Net Worth Advisory Group
Utah
$3.08M +$915K 3 0.78% Increased
2028
GSWM
Golden State Wealth Management
California
$3.07M -$169K 13 0.28% Reduced
2029
RA
Rodgers & Associates
Pennsylvania
$3.07M $0 1 0.28% Maintained
2030
MMM
Mendel Money Management
Illinois
$3.06M -$750K 3 1.12% Reduced
2031
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.05M -$2.55M 2 0.47% Reduced
2032
SLA
Silver Lake Advisory
Utah
$3.05M +$10.1K 1 1.09% Increased
2033
DM
Diker Management
New York
$3.04M $0 1 2.34% Maintained
2034
Donaldson Capital Management
Donaldson Capital Management
Indiana
$3.04M +$1.68M 3 0.09% Increased
2035
CM
CM Management
Florida
$3.03M +$642K 1 1.92% Increased
2036
PCS
Personal CFO Solutions
New Jersey
$3.03M -$199K 6 0.44% Reduced
2037
FSA
Financial Security Advisor
Virginia
$3.03M -$180K 2 0.49% Reduced
2038
SL
Sentinus LLC
Illinois
$3.02M -$391K 6 0.24% Reduced
2039
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$3.02M -$1.44M 3 0.1% Reduced
2040
SIAG
Signet Investment Advisory Group
Rhode Island
$3.02M -$2.9M 1 1.33% Reduced
2041
1CP
17 Capital Partners
Arizona
$3.02M $0 1 1.36% Maintained
2042
GC
Glenorchy Capital
Australia
$3.01M +$3.35K 1 0.11% Increased
2043
RAM
Reflection Asset Management
South Carolina
$3M +$493K 1 1.4% Increased
2044
BNA
BankChampaign National Association
Illinois
$3M +$533K 3 2.31% Increased
2045
Truepoint Inc
Truepoint Inc
Ohio
$3M $0 1 0.06% Maintained
2046
AP
Atwood & Palmer
Missouri
$2.99M -$113K 4 0.16% Reduced
2047
MIC
Meridian Investment Counsel
California
$2.99M -$1.01M 4 0.64% Reduced
2048
RAM
Ramirez Asset Management
New York
$2.98M -$708K 3 0.31% Reduced
2049
ECP
Elwood Capital Partners
New York
$2.98M +$2.61M 1 1.47% New
2050
TWP
Tyche Wealth Partners
Texas
$2.97M -$482K 5 0.42% Reduced