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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

Smart Home Wearables

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
76	Epoch Investment Partners New York	$1.45B	+$11.3M	4	4.86%	Increased
77	Schroder Investment Management Group London, United Kingdom	$1.45B	-$112M	13	2.51%	Reduced
78	BNP Paribas Financial Markets Paris, France	$1.43B	+$197M	35	3.5%	Increased
79	Amundi Asset Management US Boston, Massachusetts	$1.43B	-$75.2M	3	4.55%	Reduced
80	Neuberger Berman Group New York	$1.38B	-$4.04M	15	1.73%	Reduced
81	Davidson Kempner Capital Management New York	$1.38B	-$10.6M	3	18.4%	Reduced
82	State of Wisconsin Investment Board Madison, Wisconsin	$1.31B	+$24.2M	19	3.88%	Increased
83	TD Asset Management Toronto, Ontario, Canada	$1.31B	+$22.3M	14	1.97%	Increased
84	Sanders Capital West Palm Beach, Florida	$1.31B	+$46.4M	1	7.88%	Increased
85	AQR Capital Management Greenwich, Connecticut	$1.3B	-$153M	25	1.55%	Reduced
86	Putnam Investments Boston, Massachusetts	$1.27B	-$73.6M	10	2.93%	Reduced
87	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.26B	$0	1	1.69%	Maintained
88	Swedbank Stockholm, Sweden	$1.25B	-$59.9M	1	7.67%	Reduced
89	Loomis, Sayles & Company Boston, Massachusetts	$1.19B	-$6.54M	11	2.59%	Reduced
90	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.15B	-$7.93M	6	6.73%	Reduced
91	Raymond James & Associates St Petersburg, Florida	$1.11B	+$25M	30	2.23%	Increased
92	Coatue Management New York	$1.1B	+$661M	1	9%	Increased
93	Parnassus Investments San Francisco, California	$1.09B	-$105M	3	4.47%	Reduced
94	ClearBridge Investments New York	$1.08B	-$84.8M	13	1.04%	Reduced
95	Artisan Partners Milwaukee, Wisconsin	$1.03B	-$139M	6	1.9%	Reduced
96	Citigroup New York	$1.02B	+$479K	40	0.84%	Increased
97	USAA United Services Automobile Association San Antonio, Texas	$1.01B	-$27.6M	15	2.96%	Reduced
98	Axa Paris, France	$1B	+$2.64M	13	4.33%	Increased
99	Renaissance Technologies New York	$980M	+$128M	38	1.15%	Increased
100	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$977M	+$99.3M	9	2.25%	Increased