← 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
1101
WF
WealthTrust Fairport
Ohio
$10K -$8.44K 1 0% Reduced
1102
CCM
Carderock Capital Management
Maryland
$9K +$9.19K 1 0% New
1103
LFR
Lehman Financial Resources
Pennsylvania
$9K $0 1 0% Maintained
1104
Waverly Advisors
Waverly Advisors
Alabama
$9K -$171K 1 0% Reduced
1105
CPA
Cowen Prime Advisors
New York
$6K +$5.96K 1 0% New
1106
PFA
Paradigm Financial Advisors
Missouri
$5K $0 1 0% Maintained
1107
SignatureFD
SignatureFD
Georgia
$5K -$10.3K 1 0% Reduced
1108
VCM
Vigilant Capital Management
Maine
$5K +$4.8K 1 0% New
1109
CAL
Capital Advisors Ltd
Ohio
$4K $0 1 0% Maintained
1110
CAW
Cornerstone Advisors (Washington)
Washington
$3K +$2.81K 1 0% New
1111
IWC
Integrated Wealth Counsel
California
$3K -$11.8K 1 0% Reduced
1112
KCPG
Kavar Capital Partners Group
Kansas
$3K $0 1 0% Maintained
1113
CFA
Camarda Financial Advisors
Florida
$2K $0 1 0% Maintained
1114
GC
Globeflex Capital
California
$2K $0 1 0% Maintained
1115
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K +$910 1 0% New
1116
AHC
Adams Hill Capital
Connecticut
$0 -$4.57M 0 – Closed
1117
Advisory Services Network
Advisory Services Network
Georgia
$0 -$14K 0 – Closed
1118
AIA
Affinity Investment Advisors
California
$0 -$10.4M 0 – Closed
1119
ACM
Argyle Capital Management
Pennsylvania
$0 -$270K 0 – Closed
1120
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$0 -$470K 0 – Closed
1121
Brinker Capital
Brinker Capital
Pennsylvania
$0 -$430K 0 – Closed
1122
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$0 -$9.55M 0 – Closed
1123
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$0 -$5K 0 – Closed
1124
CCMU
Cheyne Capital Management (UK)
United Kingdom
$0 -$685K 0 – Closed
1125
Chilton Capital Management
Chilton Capital Management
Texas
$0 -$60.9K 0 – Closed