← 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
1301
UFA
US Financial Advisors
Massachusetts
$14K -$34.7K 1 0.02% Reduced
1302
Balentine LLC
Balentine LLC
Georgia
$13K $0 1 0% Maintained
1303
Pathstone Family Office
Pathstone Family Office
New Jersey
$11K +$10.5K 1 0.02% New
1304
RI
Redwood Investments
Massachusetts
$11K $0 1 0% Maintained
1305
Global X Management Company
Global X Management Company
New York
$10K +$7.96K 1 0% Increased
1306
BCFS
Butensky & Cohen Financial Security
Florida
$8K $0 1 0.01% Maintained
1307
EWM
Endurance Wealth Management
Rhode Island
$6K $0 1 0% Maintained
1308
NYLT
New York Life Trust
New York
$6K +$5.25K 1 0.03% New
1309
CAL
Capital Advisors Ltd
Ohio
$5K $0 1 0% Maintained
1310
RBC
Roble Belko & Company
Pennsylvania
$5K +$4.97K 1 0% New
1311
TWMP
Taylor Wealth Management Partners
Massachusetts
$5K +$94 1 0% Increased
1312
AIM
Advantage Investment Management
Iowa
$3K $0 1 0% Maintained
1313
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$2K $0 1 0% Maintained
1314
PRS
Pinkerton Retirement Specialists
Idaho
$2K +$3.84K 1 0% Increased
1315
RWM
Raffa Wealth Management
District of Columbia
$1.79K $0 1 0% Maintained
1316
SLF
Sun Life Financial
Ontario, Canada
$1.21K -$408K 1 0% Reduced
1317
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1K -$16.9K 1 0% Reduced
1318
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1319
AL
Airain Ltd
Guernsey
$0 -$595K 0 – Closed
1320
AIA
Allegis Investment Advisors
Idaho
$0 -$88K 0 – Closed
1321
ARTA
A.R.T. Advisors
New York
$0 -$1.01M 0 – Closed
1322
AIM
Assured Investment Management
New York
$0 -$165K 0 – Closed
1323
ACM
Atlanta Capital Management
Georgia
$0 -$13.2M 0 – Closed
1324
AAM
Aureus Asset Management
Massachusetts
$0 -$304K 0 – Closed
1325
AFP
Ausdal Financial Partners
Iowa
$0 -$91K 0 – Closed