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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
126	NFA Nationwide Fund Advisors Columbus, Ohio	$766M	-$10.1M	34	3.01%	Reduced
127	Boston Partners Boston, Massachusetts	$740M	-$226M	9	0.91%	Reduced
128	Public Employees Retirement Association of Colorado Denver, Colorado	$730M	-$65.2M	22	5.26%	Reduced
129	Aviva London, United Kingdom	$723M	+$3.29M	9	3.89%	Increased
130	US Bancorp Minneapolis, Minnesota	$722M	-$10.7M	35	2.31%	Reduced
131	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$708M	+$28.7M	4	3.89%	Increased
132	VVP Vulcan Value Partners Birmingham, Alabama	$698M	+$187M	3	5.98%	Increased
133	YCMGA York Capital Management Global Advisors New York	$697M	+$87.4M	1	15.15%	Increased
134	Veritas Asset Management London, United Kingdom	$696M	+$288M	1	5.69%	Increased
135	TCMV Technology Crossover Management VII Menlo Park, California	$683M	-$82.8M	1	26.16%	Reduced
136	Victory Capital Management San Antonio, Texas	$676M	-$8.33M	24	1.52%	Reduced
137	First Trust Advisors Wheaton, Illinois	$669M	-$45.2M	26	1.72%	Reduced
138	Retirement Systems of Alabama Montgomery, Alabama	$667M	-$1.15M	14	3.48%	Reduced
139	NEAM New England Asset Management Farmington, Connecticut	$654M	+$658M	2	14.83%	Increased
140	Baupost Group Boston, Massachusetts	$636M	-$288M	1	7.93%	Reduced
141	Millennium Management New York	$635M	+$43.7M	29	0.97%	Increased
142	Prudential plc London, England, United Kingdom	$615M	+$3.19M	8	1.94%	Increased
143	Teacher Retirement System of Texas Austin, Texas	$608M	-$7.56M	13	3.74%	Reduced
144	Winslow Capital Management Minneapolis, Minnesota	$607M	-$360M	3	3.27%	Reduced
145	Arrowstreet Capital Boston, Massachusetts	$569M	-$459M	13	1.52%	Reduced
146	Aperio Group Sausalito, California	$569M	+$31.6M	28	3.21%	Increased
147	Independent Franchise Partners London, United Kingdom	$563M	-$204M	1	5.05%	Reduced
148	William Blair & Company Chicago, Illinois	$554M	-$3.03M	16	4.15%	Reduced
149	DZ Bank Frankfurt Am Main, Germany	$551M	-$18.3M	10	2.28%	Reduced
150	Thrivent Financial for Lutherans Minneapolis, Minnesota	$549M	-$2.4M	28	1.94%	Reduced