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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
326
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$641M -$358M 11 4.8% Reduced
327
Bain Capital Investors
Bain Capital Investors
Massachusetts
$640M $0 1 13.3% Maintained
328
Nomura Holdings
Nomura Holdings
Japan
$639M +$336M 17 0.75% Increased
329
Davenport & Co
Davenport & Co
Virginia
$638M -$21.4M 10 3.14% Reduced
330
Guggenheim Capital
Guggenheim Capital
Illinois
$633M +$23.9M 21 3.98% Increased
331
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$628M +$68.8M 6 6.7% Increased
332
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$627M +$436M 14 4.04% Increased
333
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$624M -$258M 6 1.74% Reduced
334
Empower Advisory Group
Empower Advisory Group
Colorado
$619M -$2.13M 6 1.48% Reduced
335
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$616M -$34.4M 31 6.11% Reduced
336
OP Asset Management
OP Asset Management
$614M -$1.11B 16 6.55% Reduced
337
OFI Invest Asset Management
OFI Invest Asset Management
France
$602M -$202M 6 6.01% Reduced
338
Cresset Asset Management
Cresset Asset Management
Illinois
$602M +$20.9M 15 2.18% Increased
339
Boston Trust Walden
Boston Trust Walden
Massachusetts
$601M -$1.12M 7 4.57% Reduced
340
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$596M +$124M 6 1.41% Increased
341
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$596M +$39M 27 6.44% Increased
342
Aware Super
Aware Super
Australia
$593M -$21.1M 3 8.4% Reduced
343
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$588M -$5.46M 18 3.24% Reduced
344
Empowered Funds
Empowered Funds
Pennsylvania
$588M -$11M 21 3.1% Reduced
345
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$587M +$184M 13 6.15% Increased
346
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$586M -$18.8M 10 4.28% Reduced
347
SA
Situational Awareness
California
$584M +$469M 1 2.89% New
348
HRT Financial
HRT Financial
New York
$580M +$117M 35 1.06% Increased
349
Private Advisor Group
Private Advisor Group
New Jersey
$577M -$106M 18 2.64% Reduced
350
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$565M -$1.47M 17 5.57% Reduced