← All themes Robotics & Automation

Warehouse & Logistics Robotics

Warehouse robotics move goods through fulfilment centres with automated storage, sortation, and mobile robots. Growth is tied to e-commerce volumes and to the difficulty of staffing warehouse shifts.

3 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1051
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$612K +$88K 1 0.02% Increased
1052
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$612K +$6.25K 1 0.07% Increased
1053
BHBT
Burke & Herbert Bank & Trust
Virginia
$611K -$39.2K 1 0.56% Reduced
1054
LIC
Lodestar Investment Counsel
Illinois
$610K $0 1 0.08% Maintained
1055
SBIA
Sheaff Brock Investment Advisors
Indiana
$607K -$64.8K 1 0.08% Reduced
1056
First Horizon Advisors
First Horizon Advisors
Tennessee
$597K +$289K 1 0.07% Increased
1057
SGAM
Steinberg Global Asset Management
Florida
$593K $0 1 0.09% Maintained
1058
BWP
BSW Wealth Partners
Colorado
$592K +$580K 1 0.27% New
1059
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$591K -$472 1 0.05% Reduced
1060
HH
Hilltop Holdings
Texas
$587K -$36K 1 0.17% Reduced
1061
AWP
Ascent Wealth Partners
New York
$585K $0 1 0.25% Maintained
1062
PFS
Physicians Financial Services
North Carolina
$583K $0 1 0.49% Maintained
1063
Ballentine Partners
Ballentine Partners
Massachusetts
$582K +$52.5K 1 0.04% Increased
1064
WA
WFG Advisors
Texas
$582K +$29.1K 1 0.13% Increased
1065
Colony Group
Colony Group
Massachusetts
$579K +$340K 1 0.04% Increased
1066
Boston Financial Management
Boston Financial Management
Massachusetts
$574K -$120K 1 0.04% Reduced
1067
SA
Strategic Advisors
New York
$574K +$31.4K 1 0.26% Increased
1068
MIM
Montgomery Investment Management
Maryland
$573K +$91.4K 1 0.26% Increased
1069
CFA
Carroll Financial Associates
North Carolina
$567K +$4.96K 1 0.07% Increased
1070
PGA
Portland Global Advisors
Maine
$566K $0 1 0.23% Maintained
1071
Regents of the University of California
Regents of the University of California
California
$563K $0 1 2.47% Maintained
1072
CA
Capital Advantage
California
$562K -$6.13K 1 0.15% Reduced
1073
AIM
Allen Investment Management
New York
$556K +$1.06K 1 0.03% Increased
1074
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K -$28.8K 1 0.38% Reduced
1075
BSAM
Blue Sky Asset Management
Colorado
$552K +$541K 1 0.3% New