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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
CC
Cedar Capital
Illinois
$294K +$62.4K 1 0.13% Increased
2027
SG
StoneX Group
New York
$294K +$288K 1 0.09% New
2028
GAG
GM Advisory Group
New York
$292K +$4.01K 1 0.09% Increased
2029
MWM
Mascoma Wealth Management
New Hampshire
$291K -$38.5K 3 0.2% Reduced
2030
OAM
Occidental Asset Management
California
$291K +$20.4K 1 0.17% Increased
2031
LI
Lafayette Investments
Maryland
$290K $0 1 0.11% Maintained
2032
MCM
McRae Capital Management
New Jersey
$288K $0 1 0.12% Maintained
2033
B
Bellecapital
Switzerland
$287K $0 1 0.25% Maintained
2034
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$287K $0 1 0.11% Maintained
2035
PVH
Psagot Value Holdings
Israel
$287K $0 1 0.01% Maintained
2036
BC
Banced Corp
Illinois
$286K -$5.93K 1 0.53% Reduced
2037
EGA
E&G Advisors
Texas
$286K -$5.39K 1 0.14% Reduced
2038
GC
Gilbert & Cook
Iowa
$286K +$285K 1 0.1% New
2039
TFF
The Family Firm
Maryland
$285K +$37.9K 1 0.13% Increased
2040
PWP
Private Wealth Partners
California
$281K +$12.4K 1 0.06% Increased
2041
FWSM
First Wilshire Securities Management
California
$280K $0 1 0.08% Maintained
2042
Annex Advisory Services
Annex Advisory Services
Wisconsin
$279K +$274K 1 0.06% New
2043
IAMOG
Investors Asset Management of Georgia
Georgia
$278K $0 1 0.19% Maintained
2044
CG
CFO4Life Group
Texas
$276K +$37.8K 1 0.25% Increased
2045
CWA Asset Management Group
CWA Asset Management Group
Florida
$276K -$41.3K 1 0.09% Reduced
2046
DWM
Darwin Wealth Management
Florida
$274K -$4.37K 1 0.15% Reduced
2047
HA
Hays Advisory
Tennessee
$273K +$13.9K 1 0.07% Increased
2048
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$272K +$78.2K 1 0.13% Increased
2049
GAM
Gemmer Asset Management
California
$272K -$15.5K 13 0.11% Reduced
2050
WPP
Whalerock Point Partners
Rhode Island
$272K +$40.7K 1 0.1% Increased