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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
William Blair Investment Management
William Blair Investment Management
Illinois
$163M +$59.3M 3 0.59% Increased
327
PAM
PSquared Asset Management
Switzerland
$163M +$94.3M 1 40.02% Increased
328
Banco Santander
Banco Santander
Spain
$162M +$124M 1 3.18% Increased
329
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$159M +$5.43M 10 4.83% Increased
330
Alkeon Capital Management
Alkeon Capital Management
New York
$158M +$17.4M 2 1.28% Increased
331
Boston Trust Walden
Boston Trust Walden
Massachusetts
$158M +$6.77M 4 2.54% Increased
332
MC
Montag & Caldwell
Georgia
$157M -$14.9M 2 4.63% Reduced
333
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$157M -$2.12M 4 1.89% Reduced
334
TCA
Taconic Capital Advisors
New York
$156M -$8.03M 1 14.66% Reduced
335
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$155M -$1.72M 2 3.37% Reduced
336
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$153M -$9.01M 3 1.94% Reduced
337
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$153M +$8.12M 7 3.61% Increased
338
Scharf Investments
Scharf Investments
California
$152M -$91.7M 1 3.57% Reduced
339
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$150M +$155K 1 16% New
340
SoftBank Group
SoftBank Group
Japan
$149M +$119M 2 0.48% Increased
341
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$147M +$126M 9 4.06% Increased
342
Thomaspartners
Thomaspartners
Massachusetts
$147M +$2.84M 1 1.26% Increased
343
Paulson & Co
Paulson & Co
New York
$147M +$4.91M 3 1.98% Increased
344
SVB Wealth
SVB Wealth
Massachusetts
$146M -$2.49M 6 5.72% Reduced
345
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144M -$4.88M 8 2.87% Reduced
346
Sylebra Capital (HK)
Sylebra Capital (HK)
Hong Kong
$143M $0 1 12.88% Maintained
347
Evercore Wealth Management
Evercore Wealth Management
New York
$142M -$6.53M 13 5.49% Reduced
348
Truist Financial
Truist Financial
North Carolina
$141M -$5.99M 9 2.8% Reduced
349
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$141M +$131M 17 2.07% Increased
350
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$140M -$31.7M 3 3.34% Reduced