← 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
1701
SIS
Sound Income Strategies
Florida
$7K +$6.84K 1 0% New
1702
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$6K +$5.5K 1 0% New
1703
ME
McIlrath & Eck
Washington
$6K +$5.37K 1 0% New
1704
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$5K $0 1 0% Maintained
1705
FGC
Financial Gravity Companies
Texas
$5K +$5.1K 1 0.01% New
1706
MSA
Marino Stram & Associates
Massachusetts
$5K +$4.96K 1 0% New
1707
Financial Engines Advisors
Financial Engines Advisors
California
$4K +$3.35K 1 0% New
1708
OPWM
Oak Point Wealth Management
Michigan
$3K +$2.95K 1 0% New
1709
Pathstone Family Office
Pathstone Family Office
New Jersey
$3K +$2.68K 1 0% New
1710
AWA
Acorn Wealth Advisors
Michigan
$2K +$2.28K 1 0% New
1711
CFD
Creative Financial Designs
Indiana
$2K -$2.95K 1 0% Reduced
1712
FMA
FNY Managed Accounts
New York
$1K -$4.96K 1 0% Reduced
1713
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
1714
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1715
4IG
440 Investment Group
Kansas
$0 -$910K 0 – Closed
1716
Aspiriant LLC
Aspiriant LLC
California
$0 -$244K 0 – Closed
1717
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0 -$119M 0 – Closed
1718
BCM
Bayesian Capital Management
New York
$0 -$454K 0 – Closed
1719
BIMC
Benson Investment Management Company
Virginia
$0 -$35K 0 – Closed
1720
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$15.4M 0 – Closed
1721
BGC
Blue Granite Capital
South Carolina
$0 -$1.8M 0 – Closed
1722
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$0 -$24K 0 – Closed
1723
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$3.25M 0 – Closed
1724
CIM
Cambria Investment Management
California
$0 -$699K 0 – Closed
1725
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$269K 0 – Closed