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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
OAJ
Ogorek Anthony Joseph
New York
$34K $0 1 0.03% Maintained
2027
SHJ
Sharkey, Howes & Javer
Colorado
$29K $0 2 0.02% Maintained
2028
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$28K -$11K 1 0% Reduced
2029
CWM
Cedar Wealth Management
California
$26K +$21.4K 1 0.02% Increased
2030
CFG
CKW Financial Group
Hawaii
$26K +$23.5K 1 0.01% New
2031
SFG
Sage Financial Group
Pennsylvania
$26K $0 1 0.01% Maintained
2032
EWM
Elite Wealth Management
Washington
$24K +$23.5K 3 0.04% New
2033
KIG
Kessler Investment Group
Indiana
$24K -$6.69K 1 0.03% Reduced
2034
AOWM
Alpha Omega Wealth Management
Virginia
$22K $0 1 0.02% Maintained
2035
JSAM
J. Safra Asset Management
New York
$22K -$384K 1 0.04% Reduced
2036
KLI
Kelman-Lazarov Inc
Tennessee
$21.3K $0 1 0.01% Maintained
2037
HCM
Hilton Capital Management
New York
$21K +$17.6K 1 0.01% New
2038
CJA
C-J Advisory
California
$20K +$19.4K 1 0.02% New
2039
MUS
Mitsubishi UFJ Securities
Japan
$20K -$16.3K 1 0.1% Reduced
2040
NHFG
New Harbor Financial Group
Massachusetts
$20K $0 1 0.02% Maintained
2041
PCM
Perkins Capital Management
Minnesota
$20K $0 1 0.02% Maintained
2042
SAM
Solaris Asset Management
New York
$20K +$18K 2 0.01% New
2043
DIA
Davidson Investment Advisors
Montana
$19K -$12.1K 1 0% Reduced
2044
GWA
Guidant Wealth Advisors
Illinois
$17K +$17.4K 1 0.01% New
2045
HS
Horan Securities
United States
$17K +$18K 1 0.02% New
2046
SA
SRH Advisors
Kansas
$16K $0 2 0.08% Maintained
2047
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$15K +$14.5K 1 0% New
2048
Pathstone Family Office
Pathstone Family Office
New Jersey
$12K -$11.9K 2 0.01% Reduced
2049
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$12K -$10K 1 0% Reduced
2050
CFS
Commonwealth Financial Services
West Virginia
$11K $0 1 0.01% Maintained