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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
201
Fidelity International
Fidelity International
Bermuda
$338M +$67.4M 3 1.27% Increased
202
BAMCO Inc
BAMCO Inc
New York
$336M +$40.4M 5 1.33% Increased
203
First Trust Advisors
First Trust Advisors
Illinois
$336M +$26.5M 23 1.39% Increased
204
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$333M -$18.9M 22 3.87% Reduced
205
YCMGA
York Capital Management Global Advisors
New York
$329M +$60.2M 1 3.28% Increased
206
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$328M -$23.1M 20 3.39% Reduced
207
Two Sigma Investments
Two Sigma Investments
New York
$324M +$146M 18 1.46% Increased
208
VM
Valinor Management
New York
$323M -$28.3M 4 8.82% Reduced
209
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$323M +$29.5M 6 1.5% Increased
210
Capital Guardian Trust
Capital Guardian Trust
California
$322M -$37M 6 2.19% Reduced
211
HMP
HS Management Partners
New York
$322M -$50.5M 2 13.13% Reduced
212
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$320M $0 2 4.38% Maintained
213
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$317M +$4.09M 19 2.87% Increased
214
Wellcome Trust
Wellcome Trust
United Kingdom
$316M +$426K 1 7.61% Increased
215
Stifel Financial
Stifel Financial
Missouri
$314M +$9.16M 13 2.82% Increased
216
ProShare Advisors
ProShare Advisors
Maryland
$313M -$44.7M 25 4.06% Reduced
217
Royce & Associates
Royce & Associates
New York
$300M -$91.8M 17 0.89% Reduced
218
Comerica Bank
Comerica Bank
Texas
$299M -$64.8M 23 2.54% Reduced
219
Glenmede Trust
Glenmede Trust
Pennsylvania
$298M +$27.8M 21 2.68% Increased
220
USS Investment Management
USS Investment Management
United Kingdom
$296M -$17.6M 2 5.09% Reduced
221
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$292M +$1.21M 14 1.76% Increased
222
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$289M +$34.9K 13 3.71% Increased
223
RIM
Rainier Investment Management
Washington
$282M -$138M 4 4.35% Reduced
224
CLM
ClearBridge LLC (Maryland)
Maryland
$281M +$39.5M 4 5.26% Increased
225
Ruffer LLP
Ruffer LLP
United Kingdom
$281M +$31.5M 2 9.12% Increased