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
| $84.6B | +$324M | 51 | 3.32% | Increased |
|
| 2 |
BlackRock
New York
| $74.6B | -$1.25B | 51 | 3.33% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $47.4B | $0 | 1 | 23.77% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $45B | +$1.15B | 46 | 3.51% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $28.1B | -$913M | 39 | 3.37% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $14.5B | +$572M | 54 | 3.76% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $14.2B | -$18.8M | 51 | 3.5% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.9B | -$943M | 39 | 1.9% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $11.9B | +$118M | 29 | 3.85% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $11.8B | +$175M | 41 | 3.99% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $11.4B | -$333M | 47 | 3.2% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $10.4B | +$413M | 52 | 1.61% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $8.97B | -$683M | 48 | 1.83% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $8.33B | -$786M | 57 | 2.36% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $7.38B | -$758M | 39 | 2.23% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $6.7B | +$1.19B | 42 | 3.82% | Increased |
|
| 17 |
Wells Fargo
San Francisco,
California
| $6.58B | -$211M | 55 | 1.96% | Reduced |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $6.12B | -$514M | 37 | 2.82% | Reduced |
|
| 19 |
TIAA CREF Investment Management
New York
| $5.67B | +$176M | 41 | 4.02% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $5.26B | +$260M | 41 | 3.37% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $5.11B | +$64.8M | 46 | 2.03% | Increased |
|
| 22 |
Wellington Management Group
Boston,
Massachusetts
| $5.1B | -$593M | 26 | 1.16% | Reduced |
|
| 23 |
Janus Henderson Group
London,
| $5B | -$339M | 21 | 2.77% | Reduced |
|
| 24 |
AllianceBernstein
Nashville,
Tennessee
| $4.73B | -$373M | 38 | 3.08% | Reduced |
|
| 25 |
UBS AM
Chicago,
Illinois
| $4.6B | +$43.6M | 32 | 3.41% | Increased |
|