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
| $107B | +$2.81B | 50 | 4.57% | Increased |
|
| 2 |
BlackRock
New York
| $88.9B | -$390M | 49 | 4.35% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $62.3B | $0 | 1 | 35.52% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $54.7B | -$635M | 46 | 4.78% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $35.6B | -$9.49M | 38 | 4.92% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $23.9B | +$2.37B | 40 | 3.78% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $19.7B | +$634M | 52 | 5.14% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $16.6B | -$298M | 51 | 4.77% | Reduced |
|
| 9 |
Bank of New York Mellon
New York
| $13.8B | -$304M | 46 | 4.58% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $13.5B | -$1.17B | 28 | 4.82% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $12.4B | -$936M | 55 | 2.24% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $12.1B | +$835M | 48 | 2.85% | Increased |
|
| 13 |
Morgan Stanley
New York
| $10.9B | -$616M | 57 | 2.95% | Reduced |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $9.51B | -$1.38B | 42 | 4.63% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $8.63B | -$1.42B | 48 | 3.04% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $8.42B | -$148M | 44 | 4.93% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $8.14B | +$741M | 19 | 2.15% | Increased |
|
| 18 |
Wells Fargo
San Francisco,
California
| $7.36B | -$175M | 57 | 2.54% | Reduced |
|
| 19 |
Janus Henderson Group
London,
| $7.03B | +$758M | 18 | 4.84% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $6.81B | +$89M | 41 | 4% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $6.46B | -$384M | 37 | 3.39% | Reduced |
|
| 22 |
Invesco
Atlanta,
Georgia
| $6.13B | +$358M | 40 | 2.58% | Increased |
|
| 23 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $6.07B | +$751M | 12 | 5.22% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $5.94B | -$185M | 46 | 3.09% | Reduced |
|
| 25 |
UBS AM
Chicago,
Illinois
| $5.82B | +$292M | 31 | 4.18% | Increased |
|