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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

Smart Home Wearables

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	WCMNY Westchester Capital Management (New York) Valhalla, New York	$235M	+$58.8M	1	7.04%	Increased
252	AWM Ashmore Wealth Management Wilmington, Delaware	$234M	-$30.6M	1	13.06%	Reduced
253	CCI Columbus Circle Investors	$230M	-$83.8M	9	3.8%	Reduced
254	Mackenzie Financial Toronto Ontario, Ontario, Canada	$225M	+$6.68M	7	1.25%	Increased
255	Two Sigma Investments New York	$221M	-$133M	13	0.8%	Reduced
256	Causeway Capital Management Los Angeles, California	$221M	+$8M	1	2.74%	Increased
257	Fjarde Ap-fonden Stockholm, Sweden	$220M	+$28.8M	10	4.44%	Increased
258	Gabelli Funds Rye, New York	$220M	-$12.7M	9	1.31%	Reduced
259	AAM Alpine Associates Management Palm Beach, Florida	$220M	-$35.9M	1	6.62%	Reduced
260	PIA Piedmont Investment Advisors Durham, North Carolina	$219M	-$27.4M	13	4.87%	Reduced
261	Polar Capital London, United Kingdom	$219M	-$6.31M	3	2.95%	Reduced
262	Cincinnati Financial Corp Fairfield, Ohio	$219M	$0	2	10.37%	Maintained
263	Suntrust Banks Atlanta, Georgia	$218M	-$6.68M	11	1.33%	Reduced
264	HL Financial Services Louisville, Kentucky	$217M	+$1.53M	5	4.34%	Increased
265	Natixis Advisors Boston, Massachusetts	$216M	-$19M	12	2.34%	Reduced
266	FCM Flinton Capital Management Philadelphia, Pennsylvania	$216M	-$11.2M	17	7.92%	Reduced
267	AQR Arbitrage Greenwich, Connecticut	$216M	+$36.9M	2	2.36%	Increased
268	Jupiter Investment Management London, United Kingdom	$214M	+$35.6M	7	2.6%	Increased
269	Point72 Asset Management Stamford, Connecticut	$213M	+$101M	7	1.2%	Increased
270	Burgundy Asset Management Toronto, Ontario, Canada	$213M	+$959K	2	2.02%	Increased
271	Maverick Capital Dallas, Texas	$212M	+$214M	2	2.66%	Increased
272	OAM Oxford Asset Management Oxford, United Kingdom	$210M	-$5.43M	16	4.19%	Reduced
273	GAMCO Investors Greenwich, Connecticut	$210M	-$12.7M	11	1.34%	Reduced
274	Williams Jones & Associates New York	$209M	-$7.35M	5	5.28%	Reduced
275	Homestead Advisers Arlington, Virginia	$209M	$0	1	3.27%	Maintained