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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
6501
NWS
Nvest Wealth Strategies
Ohio
$485K -$142K 4 0.3% Reduced
6502
RF
RetireMitten Financial
Michigan
$483K +$224K 1 0.2% Increased
6503
BI
BlueSpruce Investments
Illinois
$481K +$475K 1 0.07% New
6504
RCM
Richardson Capital Management
Wisconsin
$479K -$266K 5 0.2% Reduced
6505
SIM
Sims Investment Management
Ohio
$478K +$111K 4 0.15% Increased
6506
EFG
Erickson Financial Group
Pennsylvania
$478K -$218K 1 0.26% Reduced
6507
RM
RCW Management
Florida
$477K -$23.5K 1 0.43% Reduced
6508
LKWM
Lee-Kelleher Wealth Management
Maryland
$474K +$32K 1 0.25% Increased
6509
KIC
Keating Investment Counselors
Florida
$472K -$250K 1 0.13% Reduced
6510
ECM
EMC Capital Management
Texas
$470K +$410K 1 0.19% New
6511
MPW
MGO Private Wealth
California
$470K -$186K 1 2.27% Reduced
6512
YWM
Yardley Wealth Management
Pennsylvania
$469K $0 1 0.21% Maintained
6513
BMC
Bear Mountain Capital
Washington
$469K +$286 1 0.14% Increased
6514
JCM
J2 Capital Management
Michigan
$468K +$572 1 0.32% Increased
6515
V
Viaable
Pennsylvania
$467K +$454K 1 0.39% New
6516
WRM
Weybosset Research & Management
Rhode Island
$466K $0 1 0.12% Maintained
6517
SWA
Safir Wealth Advisors
New Hampshire
$465K +$117K 1 0.3% Increased
6518
PPWM
Perissos Private Wealth Management
Oklahoma
$464K -$16.3K 1 0.31% Reduced
6519
RWA
Reicon Wealth Advisors
Georgia
$460K +$50.3K 1 0.28% Increased
6520
RWM
Rezny Wealth Management
Florida
$458K +$58.9K 1 0.08% Increased
6521
FWA
Fidelis Wealth Advisors
Colorado
$457K +$34.9K 1 0.69% Increased
6522
MWM
McCartney Wealth Management
Missouri
$456K +$14.3K 1 0.35% Increased
6523
TCM
Timbuktu Capital Management
Massachusetts
$454K +$449K 3 0.68% New
6524
RCM
Rivernorth Capital Management
Florida
$454K -$452K 1 0.02% Reduced
6525
UFA
Uptown Financial Advisors
Texas
$452K $0 1 0.3% Maintained