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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
201	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$356M	-$83.8M	5	5.44%	Reduced
202	Aristotle Capital Management Los Angeles, California	$348M	+$6.51M	2	2.9%	Increased
203	Diamond Hill Capital Management Columbus, Ohio	$345M	-$7.59M	1	1.86%	Reduced
204	Luther King Capital Management (LKCM) Fort Worth, Texas	$341M	+$5.13M	9	3.09%	Increased
205	EdgePoint Investment Group Toronto, Ontario, Canada	$336M	+$38.2M	2	5.33%	Increased
206	Factory Mutual Insurance Waltham, Massachusetts	$333M	-$5.92M	3	3.85%	Reduced
207	Zurich Cantonal Bank Zurich, Switzerland	$331M	-$13.9M	28	3.26%	Reduced
208	KBC Group Brussels, Belgium	$327M	-$63.5M	15	3.16%	Reduced
209	Impax Asset Management (UK) London, United Kingdom	$326M	+$55.4M	4	10.96%	Increased
210	Nisa Investment Advisors St. Louis, Missouri	$325M	-$556K	21	3.82%	Reduced
211	NSCM New South Capital Management Memphis, Tennessee	$323M	-$6.56M	2	7.64%	Reduced
212	Employees Provident Fund Board Shah Alam, Malaysia	$321M	+$10.5M	2	9.2%	Increased
213	Nuveen Charlotte, North Carolina	$320M	-$80.6M	11	2.05%	Reduced
214	CIBC World Markets New York	$320M	-$47.3M	8	3.39%	Reduced
215	Comerica Bank Dallas, Texas	$320M	-$12.9M	25	2.4%	Reduced
216	SCM Shapiro Capital Management Atlanta, Georgia	$318M	-$2.05M	3	7.73%	Reduced
217	SCM Scopia Capital Management New York	$309M	$0	1	6.37%	Maintained
218	Magnetar Financial Evanston, Illinois	$307M	+$58.1M	8	4.72%	Increased
219	Rothschild & Co Asset Management US Stamford, Connecticut	$307M	+$7.18M	10	3.46%	Increased
220	CCM Cantillon Capital Management New York	$306M	-$13.9M	1	3.82%	Reduced
221	ING Group Amsterdam, Netherlands	$303M	-$14.7M	11	5.81%	Reduced
222	1832 Asset Management Toronto, Ontario, Canada	$301M	-$41.3M	6	1.36%	Reduced
223	Third Point New York	$296M	+$88.5M	1	2.62%	Increased
224	LPL Financial San Diego, California	$285M	+$262M	24	1.08%	Increased
225	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$280M	-$108M	3	2.13%	Reduced