← 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
2001
GW&K Investment Management
GW&K Investment Management
Massachusetts
$104K -$107K 1 0% Reduced
2002
WTA
Washington Trust Advisors
Massachusetts
$103K -$89.2K 1 0.01% Reduced
2003
SR
Swiss Re
Switzerland
$102K +$51.8K 1 0.01% Increased
2004
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$101K -$84.6K 1 0% Reduced
2005
WWM
Wolff Wiese Magana
California
$100K -$38.3K 2 0.05% Reduced
2006
DCM
Dorato Capital Management
Colorado
$100K -$98.8K 1 0.07% Reduced
2007
SHIM
Stone House Investment Management
Pennsylvania
$98K -$99.1K 2 0.01% Reduced
2008
CVM
Cheviot Value Management
California
$96.7K -$87K 1 0.01% Reduced
2009
AIM
Anchor Investment Management
South Carolina
$94.3K -$119K 1 0.01% Reduced
2010
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$92.5K -$92.6K 1 0.08% Reduced
2011
CA
Centerpoint Advisors
Massachusetts
$92K -$74.5K 2 0.03% Reduced
2012
LWM
Lodestone Wealth Management
Washington
$90.9K -$118K 1 0.03% Reduced
2013
AA
Addison Advisors
Vermont
$90.8K -$118K 2 0.04% Reduced
2014
IPS
Investors Portfolio Services
Washington
$90.2K -$88.2K 2 0.07% Reduced
2015
CG
Curat Global
New Hampshire
$89.6K -$89.2K 1 0.07% Reduced
2016
MWM
Mosley Wealth Management
California
$89.3K +$56.2K 1 0.03% Increased
2017
WBC
Westpac Banking Corp
Australia
$89.1K -$59.6K 1 0.01% Reduced
2018
RS
Rakuten Securities
Japan
$88.6K -$68.1K 1 0.02% Reduced
2019
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$88K -$72.1K 1 0.05% Reduced
2020
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$87.8K -$87.7K 1 0.01% Reduced
2021
CFD
Creative Financial Designs
Indiana
$84K -$78.5K 1 0% Reduced
2022
KC
Knuff & Co
California
$84K +$47.5K 1 0.02% Increased
2023
PAG
Paladin Advisory Group
Iowa
$83.7K -$84.1K 1 0.06% Reduced
2024
HNW
High Note Wealth
Minnesota
$83.3K -$89.2K 1 0.01% Reduced
2025
DF
Downshift Financial
Colorado
$80.6K +$80.3K 1 0.04% New