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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
GAG
GM Advisory Group
New York
$269K -$38.9K 1 0.09% Reduced
2027
MCM
McRae Capital Management
New Jersey
$269K $0 1 0.11% Maintained
2028
PVH
Psagot Value Holdings
Israel
$268K -$409K 1 0.01% Reduced
2029
ACM
Armbruster Capital Management
New York
$266K $0 2 0.15% Maintained
2030
RCM
RB Capital Management
Nevada
$266K -$2.87K 1 0.25% Reduced
2031
TFO
Tarbox Family Office
California
$265K -$299 5 0.14% Reduced
2032
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$265K -$239K 1 0.14% Reduced
2033
FWSM
First Wilshire Securities Management
California
$262K $0 1 0.08% Maintained
2034
JSL
JT Stratford LLC
Georgia
$262K -$395K 1 0.19% Reduced
2035
TBNY
Trustco Bank (New York)
New York
$262K -$35.7K 1 0.27% Reduced
2036
DWM
Darwin Wealth Management
Florida
$261K +$110 1 0.15% Increased
2037
FAG
Financial Advisory Group
Texas
$261K $0 1 0.09% Maintained
2038
IAMOG
Investors Asset Management of Georgia
Georgia
$261K $0 1 0.18% Maintained
2039
FCM
Firsthand Capital Management
California
$260K $0 1 0.28% Maintained
2040
HA
Hays Advisory
Tennessee
$260K +$24.8K 1 0.06% Increased
2041
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$260K +$26.7K 1 0.16% Increased
2042
NFG
Nations Financial Group
Iowa
$258K -$9.02K 1 0.25% Reduced
2043
Country Trust Bank
Country Trust Bank
Illinois
$257K -$29K 1 0.01% Reduced
2044
GJCM
Grand Jean Capital Management
California
$256K +$255K 1 0.09% New
2045
EP
Edinburgh Partners
United Kingdom
$254K +$45.7K 1 0.06% Increased
2046
IT
Independence Trust
Tennessee
$253K -$7.51K 1 0.33% Reduced
2047
PWP
Private Wealth Partners
California
$252K -$59.2K 1 0.06% Reduced
2048
VNA
VNBTrust National Association
Virginia
$252K -$24.4K 1 0.1% Reduced
2049
IWA
Intercontinental Wealth Advisors
Texas
$250K $0 1 0.15% Maintained
2050
IC
Intersect Capital
California
$250K $0 1 0.22% Maintained