Internet of Things
The internet of things puts sensors and network connections into objects that were previously mute, so they can report their state and be controlled from anywhere. The value sits less in the devices than in the connectivity and the data they produce.
99 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $393B | +$3.75B | 61 | 5.84% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $310B | +$1.48B | 62 | 6.63% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $205B | +$4.44B | 56 | 6.06% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $123B | +$1.12B | 64 | 6.54% | Increased |
|
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $121B | +$655M | 41 | 5.45% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $107B | +$5.62B | 48 | 4.64% | Increased |
|
| 7 |
Morgan Stanley
New York
| $80B | -$460M | 69 | 4.23% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $73.3B | -$1.71B | 58 | 4.05% | Reduced |
|
| 9 |
Invesco
Atlanta,
Georgia
| $71.3B | +$1.51B | 42 | 5.64% | Increased |
|
| 10 |
Berkshire Hathaway
Omaha,
Nebraska
| $66B | $0 | 1 | 22.04% | Maintained |
|
| 11 |
Norges Bank
Oslo,
Norway
| $62.6B | +$62B | 25 | 6.24% | New |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $52.4B | -$9.98B | 43 | 5.24% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $51.5B | -$557M | 57 | 5.99% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $43.7B | +$2.45B | 48 | 2.82% | Increased |
|
| 15 |
Goldman Sachs
New York
| $39.1B | +$2.19B | 55 | 3.4% | Increased |
|
| 16 |
Charles Schwab
San Francisco,
California
| $36.5B | -$1.86B | 43 | 4.85% | Reduced |
|
| 17 |
UBS AM
Chicago,
Illinois
| $34.6B | -$1.73B | 38 | 6.29% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $34.3B | -$862M | 45 | 7.16% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $29.9B | -$412M | 44 | 4.9% | Reduced |
|
| 20 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $27.4B | -$223M | 58 | 6.03% | Reduced |
|
| 21 |
Amundi
Paris,
France
| $25.1B | -$123M | 29 | 6.04% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $23.9B | -$1.1B | 44 | 5.71% | Reduced |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $23.1B | +$431M | 43 | 4.19% | Increased |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $23.1B | -$3.64B | 21 | 3.99% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $21.9B | +$4.93B | 41 | 4.75% | Increased |
|