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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
2051
LA
Lau Associates
Delaware
$250K $0 1 0.22% Maintained
2052
Group One Trading
Group One Trading
Illinois
$249K -$886K 4 0% Reduced
2053
GIM
Greystone Investment Management
Ohio
$248K $0 1 0.12% Maintained
2054
KI
Koch Industries
Kansas
$247K +$242K 1 0.21% New
2055
BW
Bison Wealth
Georgia
$246K -$510K 1 0.21% Reduced
2056
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$245K -$72.9K 1 0.01% Reduced
2057
GF
Goodman Financial
Texas
$243K $0 1 0.13% Maintained
2058
IA
Independence Advisors
Pennsylvania
$243K +$7.95K 1 0.1% Increased
2059
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$242K -$51.8K 9 0.03% Reduced
2060
CG
CFO4Life Group
Texas
$239K +$239K 1 0.22% New
2061
IOOF
Independent Order of Foresters
Ontario, Canada
$237K $0 1 0.2% Maintained
2062
SSW
Smith Shellnut Wilson
Mississippi
$237K +$15.3K 1 0.22% Increased
2063
FPCP
Fort Point Capital Partners
California
$236K -$52K 1 0.12% Reduced
2064
RTS
Round Table Services
New Jersey
$236K +$231K 1 0.08% New
2065
BCCM
Bridge Creek Capital Management
Massachusetts
$233K -$4.48K 1 0.13% Reduced
2066
HC
Hourglass Capital
Texas
$231K $0 1 0.06% Maintained
2067
MWM
MinichMacGregor Wealth Management
New York
$231K -$3.55K 3 0.21% Reduced
2068
TFF
The Family Firm
Maryland
$230K +$221 1 0.11% Increased
2069
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$229K -$3.31K 1 0.09% Reduced
2070
SWM
Segment Wealth Management
Texas
$229K +$9.83K 1 0.07% Increased
2071
CWM
Catamount Wealth Management
Connecticut
$228K $0 2 0.16% Maintained
2072
NorthRock Partners
NorthRock Partners
Minnesota
$227K +$223K 1 0.1% New
2073
ATIA
American Trust Investment Advisors
New Hampshire
$226K +$217K 1 0.2% New
2074
HCM
Hutchinson Capital Management
California
$225K -$10.5M 1 0.06% Reduced
2075
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$219K -$67.3K 1 0.11% Reduced