← All themes

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
151
Aviva
Aviva
United Kingdom
$467M +$42.4M 9 3.2% Increased
152
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$451M +$2.55M 10 1.67% Increased
153
Natixis
Natixis
France
$441M -$238M 5 8.21% Reduced
154
Capital International Investors
Capital International Investors
California
$441M +$69.5M 1 0.65% Increased
155
TCMV
Technology Crossover Management VII
California
$439M $0 1 22.38% Maintained
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$438M -$13.8M 13 2.56% Reduced
157
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$434M -$4.61M 8 3.72% Reduced
158
Institutional Capital
Institutional Capital
Illinois
$430M -$21M 2 5.26% Reduced
159
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$429M -$6.76M 3 7.5% Reduced
160
Emerald Acquisition
Emerald Acquisition
Washington
$428M +$427M 29 0.74% New
161
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$424M +$13.1M 7 2.85% Increased
162
Eagle Asset Management
Eagle Asset Management
Florida
$421M -$19.4M 9 2.91% Reduced
163
Ninety One (UK)
Ninety One (UK)
United Kingdom
$419M -$91.7M 4 2.17% Reduced
164
PGGM Investments
PGGM Investments
Netherlands
$419M +$29.3M 6 2.14% Increased
165
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$411M +$4.93M 7 3% Increased
166
Millennium Management
Millennium Management
New York
$406M -$153M 26 0.93% Reduced
167
William Blair & Company
William Blair & Company
Illinois
$398M -$4.84M 14 3.71% Reduced
168
Renaissance Technologies
Renaissance Technologies
New York
$392M +$4.32M 36 0.75% Increased
169
Veritas Asset Management
Veritas Asset Management
United Kingdom
$387M +$23.9M 1 4.25% Increased
170
William Blair Investment Management
William Blair Investment Management
Illinois
$386M -$5.91M 4 1.53% Reduced
171
Generation Investment Management
Generation Investment Management
United Kingdom
$378M -$206M 1 4.37% Reduced
172
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$376M -$10.8M 24 2.79% Reduced
173
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$373M +$334M 11 1.23% Increased
174
First Manhattan
First Manhattan
New York
$368M +$102M 9 2.26% Increased
175
VVP
Vulcan Value Partners
Alabama
$363M -$72.7M 3 3.57% Reduced