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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
151	Bank of Montreal Toronto, Ontario, Canada	$565M	+$288M	33	0.63%	Increased
152	Sanders Capital West Palm Beach, Florida	$562M	+$165M	1	6.26%	Increased
153	Chevy Chase Trust Bethesda, Maryland	$551M	-$20.5M	7	3.83%	Reduced
154	Sculptor Capital New York	$550M	+$107M	6	1.64%	Increased
155	Independent Franchise Partners London, United Kingdom	$546M	+$44.8M	1	8.32%	Increased
156	Cornerstone Investment Partners Atlanta, Georgia	$536M	-$60M	2	6.44%	Reduced
157	Teacher Retirement System of Texas Austin, Texas	$536M	+$27.1M	26	4.43%	Increased
158	Public Employees Retirement Association of Colorado Denver, Colorado	$533M	-$11.1M	19	4.5%	Reduced
159	Aviva London, United Kingdom	$517M	-$11.7M	9	3.96%	Reduced
160	Polen Capital Management Boca Raton, Florida	$507M	-$25.8M	2	11.06%	Reduced
161	SA SPO Advisory San Anselmo, California	$504M	+$506M	1	6.66%	New
162	VVP Vulcan Value Partners Birmingham, Alabama	$495M	-$156M	4	7.33%	Reduced
163	Veritas Asset Management London, United Kingdom	$491M	-$795K	1	8.29%	Reduced
164	Federated Hermes Pittsburgh, Pennsylvania	$486M	-$17.1M	22	1.52%	Reduced
165	Temasek Holdings Singapore	$479M	$0	1	7.17%	Maintained
166	Robeco Institutional Asset Management Rotterdam, Netherlands	$476M	+$177M	8	3.41%	Increased
167	MLICM Metropolitan Life Insurance Company (MetLife) New York	$473M	-$25.7M	25	3.28%	Reduced
168	ACM Atlanta Capital Management Atlanta, Georgia	$461M	-$26.7M	3	3.15%	Reduced
169	Capital International Investors Los Angeles, California	$458M	+$29.3M	2	1.18%	Increased
170	British Columbia Investment Management Victoria, British Columbia, Canada	$458M	-$1.23M	8	3.7%	Reduced
171	BNP Paribas Asset Management Paris, France	$451M	-$52.9M	8	3.49%	Reduced
172	Korea Investment Corp Seoul, South Korea	$443M	+$15.6M	6	3.69%	Increased
173	CIBC Private Wealth Group Atlanta, Georgia	$436M	-$11.7M	4	3.54%	Reduced
174	AIG American International Group New York	$434M	-$3.78M	33	1.91%	Reduced
175	Frontier Capital Management Boston, Massachusetts	$413M	+$22.6M	9	3.04%	Increased