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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
Annex Advisory Services
Annex Advisory Services
Wisconsin
$310K +$12.4K 1 0.06% Increased
2027
PAG
Pinnacle Advisory Group
Maryland
$310K -$7.48K 1 0.02% Reduced
2028
PCMC
Paragon Capital Management (Colorado)
Colorado
$309K -$308K 1 0.12% Reduced
2029
FWM
Focused Wealth Management
New York
$308K +$144K 8 0.1% Increased
2030
LI
Lafayette Investments
Maryland
$308K $0 1 0.11% Maintained
2031
ACM
Ashford Capital Management
Delaware
$306K $0 1 0.05% Maintained
2032
GAG
GM Advisory Group
New York
$306K -$4.22K 1 0.09% Reduced
2033
PHK
Point72 Hong Kong
Hong Kong
$306K +$69.7K 8 0.22% Increased
2034
PVH
Psagot Value Holdings
Israel
$305K $0 1 0.01% Maintained
2035
TFF
The Family Firm
Maryland
$303K +$124 1 0.13% Increased
2036
FWSM
First Wilshire Securities Management
California
$298K $0 1 0.08% Maintained
2037
NCM
Nelson Capital Management
California
$296K +$46.7K 4 0.1% Increased
2038
RPG
Risk Paradigm Group
Texas
$295K +$43.9K 2 0.36% Increased
2039
ACM
Armbruster Capital Management
New York
$295K -$25.8K 2 0.15% Reduced
2040
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$294K +$255K 2 0.11% Increased
2041
RWM
Raffa Wealth Management
District of Columbia
$294K -$3.47K 4 0.12% Reduced
2042
DJSG
D.J. St. Germain
Massachusetts
$293K +$63.9K 1 0.04% Increased
2043
TFO
Tarbox Family Office
California
$293K +$8.5K 5 0.13% Increased
2044
DWM
Darwin Wealth Management
Florida
$291K $0 1 0.28% Maintained
2045
BC
Banced Corp
Illinois
$289K -$12.1K 1 0.5% Reduced
2046
IAMOG
Investors Asset Management of Georgia
Georgia
$289K -$6.82K 1 0.21% Reduced
2047
WPP
Whalerock Point Partners
Rhode Island
$289K $0 1 0.1% Maintained
2048
ACM
AUA Capital Management
Pennsylvania
$288K $0 1 0.26% Maintained
2049
GJCM
Grand Jean Capital Management
California
$286K $0 1 0.1% Maintained
2050
VNA
VNBTrust National Association
Virginia
$286K $0 1 0.11% Maintained