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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
51
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.84B +$101M 36 1.76% Increased
52
Soroban Capital Partners
Soroban Capital Partners
New York
$1.83B +$742M 1 7.11% Increased
53
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.82B -$148M 34 3.88% Reduced
54
HSBC Holdings
HSBC Holdings
United Kingdom
$1.8B +$209M 18 3.3% Increased
55
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.79B +$139M 6 2.72% Increased
56
Nordea Investment Management
Nordea Investment Management
Sweden
$1.68B -$61.6M 9 4.23% Reduced
57
Fisher Asset Management
Fisher Asset Management
Washington
$1.67B -$650M 6 2.52% Reduced
58
Fred Alger Management
Fred Alger Management
New York
$1.63B +$146M 12 7.79% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.63B +$14.9M 34 3.72% Increased
60
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.59B -$48.3M 23 4.07% Reduced
61
Capital International Investors
Capital International Investors
California
$1.59B +$139M 2 2.13% Increased
62
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.58B -$263M 11 3.47% Reduced
63
Pentwater Capital Management
Pentwater Capital Management
Florida
$1.56B +$368M 2 14.32% Increased
64
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.54B +$86.3M 13 3.53% Increased
65
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.52B -$116M 12 4% Reduced
66
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.5B -$44.8M 11 3.68% Reduced
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.5B +$35.7M 32 1.61% Increased
68
HBK Investments
HBK Investments
Texas
$1.5B +$40.9M 10 9.41% Increased
69
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.5B -$93M 14 2.7% Reduced
70
APG Asset Management
APG Asset Management
Netherlands
$1.46B -$76.6M 8 2.65% Reduced
71
Asset Management One
Asset Management One
Japan
$1.44B -$15.3M 14 3.68% Reduced
72
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.4B -$5.55M 3 4.59% Reduced
73
Epoch Investment Partners
Epoch Investment Partners
New York
$1.39B -$316M 4 4.69% Reduced
74
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.38B -$5.17M 31 3.88% Reduced
75
AQR Capital Management
AQR Capital Management
Connecticut
$1.37B -$72.6M 24 1.81% Reduced