← 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
1751
BWM
BerganKDV Wealth Management
Minnesota
$170K $0 1 0.03% Maintained
1752
LF
Lee Financial
Texas
$168K $0 1 0.04% Maintained
1753
QCIG
Quad-Cities Investment Group
Iowa
$167K +$7.16K 1 0.15% Increased
1754
WCG
Weaver Consulting Group
California
$166K $0 1 0.09% Maintained
1755
GEA
Glen Eagle Advisors
New Jersey
$162K $0 1 0.11% Maintained
1756
RA
Rational Advisors
New York
$161K +$149K 1 0.06% Increased
1757
GFPC
Global Financial Private Capital
Florida
$157K -$254K 1 0.01% Reduced
1758
FANJ
Financial Architects (New Jersey)
New Jersey
$154K -$245K 1 0.03% Reduced
1759
ATC
Adirondack Trust Company
New York
$150K +$23.7K 1 0.1% Increased
1760
AP
Advisors Preferred
Maryland
$147K +$141K 1 0.05% New
1761
Capstone Investment Advisors
Capstone Investment Advisors
New York
$147K +$88.8K 1 0% Increased
1762
QT
Quantamental Technologies
New York
$147K +$31.8K 1 0.05% Increased
1763
NCM
Nelson Capital Management
California
$146K $0 1 0.03% Maintained
1764
ONST
Old North State Trust
North Carolina
$145K $0 1 0.11% Maintained
1765
AWM
AllSquare Wealth Management
New York
$143K $0 1 0.11% Maintained
1766
HCM
Highlander Capital Management
New Jersey
$143K $0 1 0.09% Maintained
1767
MG
MilWealth Group
Wisconsin
$142K $0 1 0.12% Maintained
1768
IWA
IBEX Wealth Advisors
New Jersey
$142K +$138K 1 0.04% New
1769
TF
TimeScale Financial
Massachusetts
$139K +$134K 1 0.05% New
1770
TIM
Tortoise Investment Management
New York
$138K $0 1 0.03% Maintained
1771
GWA
Guidant Wealth Advisors
Illinois
$134K $0 1 0.05% Maintained
1772
BWA
Burt Wealth Advisors
Maryland
$133K $0 1 0.06% Maintained
1773
HCM
HMS Capital Management
Tennessee
$133K +$128K 1 0.06% New
1774
LJHT
Laurie J. Hall Trustee
$131K $0 1 0.07% Maintained
1775
PWMG
Prestige Wealth Management Group
New Jersey
$124K $0 1 0.08% Maintained