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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $76.6B | +$678M | 48 | 3.35% | Increased |
|
| 2 |
BlackRock
New York
| $72.3B | +$673M | 48 | 3.45% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $41.5B | -$2.48B | 42 | 3.52% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $40.2B | +$12.8B | 1 | 21.27% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $25.1B | -$4.12B | 27 | 2.98% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $13.6B | -$4.95B | 34 | 2.16% | Reduced |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $13.5B | -$437M | 47 | 3.52% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $12.1B | +$398M | 48 | 3.95% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $11.5B | -$118M | 47 | 3.17% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $10.7B | -$166M | 26 | 3.87% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $10.5B | -$442M | 34 | 3.93% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $10.2B | -$1.61B | 44 | 2.19% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $8.92B | +$268M | 50 | 1.52% | Increased |
|
| 14 |
Goldman Sachs
New York
| $8.7B | +$756M | 39 | 2.23% | Increased |
|
| 15 |
Morgan Stanley
New York
| $8.59B | -$941M | 55 | 2.39% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $7.38B | -$2.69B | 20 | 1.67% | Reduced |
|
| 17 |
Wells Fargo
San Francisco,
California
| $6.61B | -$287M | 47 | 1.96% | Reduced |
|
| 18 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $6.41B | +$2.7B | 51 | 3.06% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $6.29B | -$160M | 33 | 2.85% | Reduced |
|
| 20 |
Janus Henderson Group
London,
| $5.54B | -$274M | 15 | 3.26% | Reduced |
|
| 21 |
TIAA CREF Investment Management
New York
| $5.27B | -$569M | 36 | 3.57% | Reduced |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $5.07B | -$288M | 37 | 3.87% | Reduced |
|
| 23 |
Apollo Management Holdings
New York
| $4.95B | +$6.83B | 1 | 45.87% | New |
|
| 24 |
AllianceBernstein
Nashville,
Tennessee
| $4.74B | +$40.6M | 33 | 3.42% | Increased |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| $4.66B | +$24.8M | 39 | 1.94% | Increased |
|