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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
SHJ
Sharkey, Howes & Javer
Colorado
$27K -$3K 2 0.02% Reduced
2027
SFG
Sage Financial Group
Pennsylvania
$25K $0 1 0.01% Maintained
2028
PCM
Perkins Capital Management
Minnesota
$23K $0 1 0.03% Maintained
2029
Pathstone Family Office
Pathstone Family Office
New Jersey
$22K +$10.6K 2 0.02% Increased
2030
AIM
Advantage Investment Management
Iowa
$21K -$14.5K 5 0.01% Reduced
2031
AOWM
Alpha Omega Wealth Management
Virginia
$21K $0 1 0.02% Maintained
2032
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$21K +$1K 2 0% Increased
2033
KLI
Kelman-Lazarov Inc
Tennessee
$20.9K $0 1 0.01% Maintained
2034
NHFG
New Harbor Financial Group
Massachusetts
$18K $0 1 0.02% Maintained
2035
CL
CSS LLC
Illinois
$17K $0 1 0% Maintained
2036
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$17K $0 1 0.01% Maintained
2037
SA
SRH Advisors
Kansas
$15K $0 2 0.08% Maintained
2038
RBC
Roble Belko & Company
Pennsylvania
$14K -$5K 1 0.01% Reduced
2039
NYLT
New York Life Trust
New York
$11K -$117K 2 0.05% Reduced
2040
CFS
Commonwealth Financial Services
West Virginia
$10K $0 1 0.01% Maintained
2041
CCS
Crosspoint Capital Strategies
California
$7K $0 1 0.01% Maintained
2042
TWMP
Taylor Wealth Management Partners
Massachusetts
$5K $0 1 0% Maintained
2043
AP
Advisors Preferred
Maryland
$4K +$4.81K 1 0% New
2044
CWM
Cedar Wealth Management
California
$4K -$5.58K 1 0% Reduced
2045
FMP
Financial Management Professionals
Texas
$4K -$2.79K 1 0% Reduced
2046
HRC
Hoertkorn Richard Charles
$4K $0 1 0% Maintained
2047
CFN
Cordasco Financial Network
Florida
$3K $0 1 0% Maintained
2048
TFA
Transamerica Financial Advisors
Florida
$2K -$48.5K 2 0% Reduced
2049
MTIP
Magee Thomson Investment Partners
California
$1K +$1.18K 1 0% New
2050
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained