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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
351
YC
Yarbrough Capital
Tennessee
$561M $0 3 16.8% Maintained
352
Railway Pension Investments
Railway Pension Investments
United Kingdom
$558M +$187M 3 7.02% Increased
353
Saturna Capital
Saturna Capital
Washington
$556M -$1.87M 5 6.79% Reduced
354
Welch & Forbes
Welch & Forbes
Massachusetts
$554M -$6.64M 4 6.73% Reduced
355
Whittier Trust
Whittier Trust
California
$550M +$5.15M 15 5.4% Increased
356
Regions Financial Corp
Regions Financial Corp
Alabama
$548M -$3.34M 8 3.27% Reduced
357
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$545M +$228M 8 1.49% Increased
358
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$544M +$41.5M 12 7% Increased
359
Mutual of America Capital Management
Mutual of America Capital Management
New York
$543M -$3.96M 27 5.29% Reduced
360
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$542M -$18.3M 3 5.09% Reduced
361
Pinnacle Associates
Pinnacle Associates
New York
$541M -$11.3M 14 5.91% Reduced
362
Evercore Wealth Management
Evercore Wealth Management
New York
$541M -$12.4M 4 7.65% Reduced
363
Allworth Financial
Allworth Financial
California
$540M -$51.7M 44 2.29% Reduced
364
Altshuler Shaham
Altshuler Shaham
Israel
$540M +$226M 9 6.72% Increased
365
Penserra Capital Management
Penserra Capital Management
California
$536M +$46.4M 16 4.12% Increased
366
M&G plc
M&G plc
United Kingdom
$535M -$191M 7 2.66% Reduced
367
Sarasin & Partners
Sarasin & Partners
United Kingdom
$535M +$2.04M 1 6.26% Increased
368
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$534M +$24.7M 6 6.04% Increased
369
Congress Asset Management
Congress Asset Management
Massachusetts
$534M -$12.4M 7 3.28% Reduced
370
Wealthfront Advisers
Wealthfront Advisers
California
$530M +$25.1M 13 1.02% Increased
371
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$530M -$18.8M 19 2.93% Reduced
372
Ethic Inc
Ethic Inc
New York
$530M +$41.9M 22 6.61% Increased
373
Great Lakes Advisors
Great Lakes Advisors
Illinois
$526M +$355M 9 4% Increased
374
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$524M -$12.1M 13 6.55% Reduced
375
Starboard Value
Starboard Value
New York
$523M -$175M 1 11.57% Reduced