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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
ProShare Advisors
ProShare Advisors
Maryland
$284M -$13.6M 19 3.66% Reduced
202
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$283M -$6.72M 17 2.4% Reduced
203
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$281M +$1.79M 7 7.06% Increased
204
M&T Bank
M&T Bank
New York
$281M +$1.47M 14 1.89% Increased
205
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$280M +$10M 17 2.36% Increased
206
Polen Capital Management
Polen Capital Management
Florida
$277M +$29.9M 1 3.52% Increased
207
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$277M -$55.1M 11 2.62% Reduced
208
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$275M -$31.8M 8 2.09% Reduced
209
Select Equity Group
Select Equity Group
New York
$273M -$20.6M 1 2.4% Reduced
210
CCMH
Cornerstone Capital Management Holdings
New York
$260M +$6.68M 11 2.1% Increased
211
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$257M -$24.5M 2 10.94% Reduced
212
Comerica Bank
Comerica Bank
Texas
$252M -$14.8M 25 2.18% Reduced
213
Sterling Capital Management
Sterling Capital Management
North Carolina
$252M -$5.26M 12 2.3% Reduced
214
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$240M +$7.39M 8 1.36% Increased
215
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$240M +$5.33M 2 2.39% Increased
216
CIBC World Markets
CIBC World Markets
New York
$239M +$49.8M 3 6.2% Increased
217
Pinnacle Associates
Pinnacle Associates
New York
$238M +$14.8M 10 5.14% Increased
218
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$234M +$17.4M 8 3.77% Increased
219
Acadian Asset Management
Acadian Asset Management
Massachusetts
$233M +$201M 6 1.19% Increased
220
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$230M +$13.9M 22 3.1% Increased
221
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$229M -$37.5M 6 2.24% Reduced
222
HighTower Advisors
HighTower Advisors
Illinois
$227M -$10.3M 15 2.87% Reduced
223
Gotham Asset Management
Gotham Asset Management
New York
$226M +$45M 13 2.71% Increased
224
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$225M +$18.8M 10 2.56% Increased
225
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$225M -$17.1M 22 2.99% Reduced