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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
76
Citadel Advisors
Citadel Advisors
Florida
$1.22B +$429M 27 1.4% Increased
77
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.22B +$22.6M 11 3.15% Increased
78
Lazard Asset Management
Lazard Asset Management
New York
$1.22B +$6.9M 8 2.54% Increased
79
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.2B -$273M 2 3.65% Reduced
80
JSP
Jackson Square Partners
California
$1.19B +$1.19B 3 4.66% New
81
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.12B -$417M 5 2.43% Reduced
82
Citigroup
Citigroup
New York
$1.12B -$349M 35 1.07% Reduced
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.12B -$89.5M 24 3.54% Reduced
84
GE
General Electric
Ohio
$1.1B -$30.3M 3 5.02% Reduced
85
ClearBridge Investments
ClearBridge Investments
New York
$1.1B -$96.8M 8 1.23% Reduced
86
Boston Partners
Boston Partners
Massachusetts
$1.09B +$641M 7 1.83% Increased
87
Parnassus Investments
Parnassus Investments
California
$1.07B -$15M 3 9.35% Reduced
88
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.03B +$123M 21 5% Increased
89
MTB
Mizuho Trust & Banking
Japan
$1.01B -$17M 5 3.62% Reduced
90
Calamos Advisors
Calamos Advisors
Illinois
$995M +$28M 9 6.31% Increased
91
William Blair & Company
William Blair & Company
Illinois
$982M +$23.9M 16 1.6% Increased
92
Renaissance Technologies
Renaissance Technologies
New York
$960M -$91.4M 28 2.24% Reduced
93
WP
Wedgewood Partners
Missouri
$948M -$39.9M 2 16.53% Reduced
94
Coatue Management
Coatue Management
New York
$938M +$724M 1 11.68% Increased
95
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$937M -$1.07M 8 3.8% Reduced
96
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$927M -$14.4M 8 3.55% Reduced
97
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$926M -$29.3M 14 1.15% Reduced
98
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$920M +$856M 7 3.66% New
99
Bessemer Group
Bessemer Group
New Jersey
$907M +$50.9M 12 5.57% Increased
100
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$900M -$35.9M 2 4.12% Reduced