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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
Credit Agricole
Credit Agricole
France
$984M +$43.8M 16 3.23% Increased
102
Citigroup
Citigroup
New York
$975M -$225M 40 0.88% Reduced
103
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$960M -$129M 14 2.85% Reduced
104
Panagora Asset Management
Panagora Asset Management
Massachusetts
$950M -$41M 24 3.82% Reduced
105
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$940M +$393M 10 2.84% Increased
106
Bessemer Group
Bessemer Group
New Jersey
$918M +$33.1M 16 3.7% Increased
107
Winslow Capital Management
Winslow Capital Management
Minnesota
$913M -$40.3M 3 4.86% Reduced
108
Canada Life
Canada Life
Manitoba, Canada
$907M -$29.9M 30 2.42% Reduced
109
Boston Partners
Boston Partners
Massachusetts
$895M -$122M 10 1.14% Reduced
110
Harris Associates
Harris Associates
Illinois
$890M -$180M 3 1.6% Reduced
111
Chevy Chase Trust
Chevy Chase Trust
Maryland
$879M +$4.15M 10 4.21% Increased
112
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$878M +$32.4M 9 2.14% Increased
113
Baupost Group
Baupost Group
Massachusetts
$858M +$130M 2 9.8% Increased
114
STRS Ohio
STRS Ohio
Ohio
$854M -$31.6M 22 3.8% Reduced
115
Barclays
Barclays
United Kingdom
$851M -$369M 41 0.91% Reduced
116
Guggenheim Capital
Guggenheim Capital
Illinois
$828M +$23.3M 28 2.19% Increased
117
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$815M -$21.9M 22 3.9% Reduced
118
Renaissance Technologies
Renaissance Technologies
New York
$799M -$23.1M 41 1.02% Reduced
119
Stifel Financial
Stifel Financial
Missouri
$796M -$8.26M 18 2.95% Reduced
120
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$778M -$22.8M 2 4.15% Reduced
121
Korea Investment Corp
Korea Investment Corp
South Korea
$777M +$22M 8 3.62% Increased
122
Lazard Asset Management
Lazard Asset Management
New York
$776M -$116M 10 1.46% Reduced
123
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$744M -$9.98M 22 5.47% Reduced
124
Los Angeles Capital Management
Los Angeles Capital Management
California
$741M +$15.7M 11 4.65% Increased
125
NFA
Nationwide Fund Advisors
Ohio
$735M +$2.5M 35 2.95% Increased