← 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
1326
RI
Redwood Investments
Massachusetts
$11K $0 1 0% Maintained
1327
VCM
Vigilant Capital Management
Maine
$11K +$11.2K 1 0% New
1328
BCFS
Butensky & Cohen Financial Security
Florida
$8K $0 1 0.01% Maintained
1329
HCM
Herndon Capital Management
Georgia
$8K +$8.02K 1 0% New
1330
NYLT
New York Life Trust
New York
$7K +$1.44K 1 0.03% Increased
1331
RWA
Ropes Wealth Advisors
Massachusetts
$7K +$6.47K 1 0% New
1332
EWM
Endurance Wealth Management
Rhode Island
$6K $0 1 0% Maintained
1333
TWMP
Taylor Wealth Management Partners
Massachusetts
$5K $0 1 0% Maintained
1334
FMP
Financial Management Professionals
Texas
$4K +$4.21K 1 0% New
1335
Gradient Investments
Gradient Investments
Minnesota
$3K -$22.2K 1 0% Reduced
1336
HDIM
Hanson & Doremus Investment Management
Vermont
$2K +$2.26K 1 0% New
1337
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$2K $0 1 0% Maintained
1338
JIR
James Investment Research
Ohio
$2K +$2.16K 1 0% New
1339
RWM
Raffa Wealth Management
District of Columbia
$1.86K $0 1 0% Maintained
1340
CS
Credential Securities
$1.63K +$1.65K 1 0% New
1341
TFA
Transamerica Financial Advisors
Florida
$1K +$822 1 0% New
1342
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1343
AIM
Acrospire Investment Management
Illinois
$0 -$56K 0 – Closed
1344
AIM
Advantage Investment Management
Iowa
$0 -$3K 0 – Closed
1345
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$70.4M 0 – Closed
1346
BCM
Bayesian Capital Management
New York
$0 -$401K 0 – Closed
1347
CAL
Capital Advisors Ltd
Ohio
$0 -$5K 0 – Closed
1348
Capital International Investors
Capital International Investors
California
$0 -$110K 0 – Closed
1349
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0 -$5.03M 0 – Closed
1350
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$2.24M 0 – Closed