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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
Elliott Management
Elliott Management
New York
$1.35B +$1.33B 1 8.49% New
77
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$1.34B -$88.1M 2 18.51% Reduced
78
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.33B +$18.1M 11 4.09% Increased
79
Neuberger Berman Group
Neuberger Berman Group
New York
$1.31B -$175M 15 1.68% Reduced
80
Artisan Partners
Artisan Partners
Wisconsin
$1.28B +$84.8M 6 2.4% Increased
81
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.27B -$102M 2 4.3% Reduced
82
Putnam Investments
Putnam Investments
Massachusetts
$1.25B -$15.6M 8 2.93% Reduced
83
Brown Advisory
Brown Advisory
Maryland
$1.24B +$87.4M 16 3.79% Increased
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.23B +$19.2M 13 2.9% Increased
85
Swedbank
Swedbank
Sweden
$1.23B -$44.1M 1 8.22% Reduced
86
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.22B +$170M 18 3.93% Increased
87
TD Asset Management
TD Asset Management
Ontario, Canada
$1.21B +$1.98M 14 1.9% Increased
88
Sanders Capital
Sanders Capital
Florida
$1.18B +$26.2M 1 7.58% Increased
89
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$1.18B -$24K 1 1.62% Reduced
90
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.16B -$341M 36 3.51% Reduced
91
Parnassus Investments
Parnassus Investments
California
$1.13B -$234M 3 4.78% Reduced
92
Fidelity International
Fidelity International
Bermuda
$1.11B +$66.7M 5 3.2% Increased
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.11B -$64.8M 6 6.11% Reduced
94
ClearBridge Investments
ClearBridge Investments
New York
$1.09B +$63.8M 12 1.07% Increased
95
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.06B +$887M 27 0.47% Increased
96
Raymond James & Associates
Raymond James & Associates
Florida
$1.03B -$17.4M 29 2.23% Reduced
97
Primecap Management
Primecap Management
California
$1.01B -$45M 4 0.87% Reduced
98
USAA
United Services Automobile Association
Texas
$995M -$18.8M 17 3.03% Reduced
99
Axa
Axa
France
$995M +$20.6M 12 4.52% Increased
100
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$986M -$121M 9 4.05% Reduced