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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
101
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$887M +$191M 3 3.54% Increased
102
GC
Greenlight Capital
New York
$878M -$383M 1 12.24% Reduced
103
SG Americas Securities
SG Americas Securities
New York
$873M -$167M 17 5.06% Reduced
104
BlackRock Japan
BlackRock Japan
Japan
$855M -$86.4M 12 3.9% Reduced
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$844M -$359K 12 3.04% Reduced
106
TD Asset Management
TD Asset Management
Ontario, Canada
$836M -$47.3M 14 1.42% Reduced
107
Manning & Napier Advisors
Manning & Napier Advisors
New York
$826M -$102M 5 3.19% Reduced
108
ING Group
ING Group
Netherlands
$824M -$40.3M 2 4.17% Reduced
109
Swiss National Bank
Swiss National Bank
Switzerland
$812M +$232K 27 3% Increased
110
Epoch Investment Partners
Epoch Investment Partners
New York
$787M -$82.5M 3 3.07% Reduced
111
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$785M -$341M 12 1.78% Reduced
112
Edgewood Management
Edgewood Management
Connecticut
$773M -$31.7M 2 7.84% Reduced
113
USAA
United Services Automobile Association
Texas
$767M -$24M 13 2.82% Reduced
114
Credit Agricole
Credit Agricole
France
$766M -$130M 14 3.24% Reduced
115
AWM
Ashmore Wealth Management
Delaware
$758M $0 2 14.62% Maintained
116
CCI
Columbus Circle Investors
$753M +$148M 5 5.15% Increased
117
Prudential plc
Prudential plc
United Kingdom
$751M +$9.96M 4 3.13% Increased
118
STRS Ohio
STRS Ohio
Ohio
$743M -$136M 15 3.31% Reduced
119
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$739M -$1.5M 6 2.03% Reduced
120
Axa
Axa
France
$737M +$33.8M 12 3.07% Increased
121
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$734M -$19.2M 10 2.08% Reduced
122
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$724M -$71.9M 16 4.09% Reduced
123
PGGM Investments
PGGM Investments
Netherlands
$718M -$5.68M 4 3.47% Reduced
124
Guggenheim Capital
Guggenheim Capital
Illinois
$705M +$65.8M 28 1.78% Increased
125
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$697M +$455M 8 1.46% Increased