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
| $223B | +$3.69B | 56 | 5.56% | Increased |
|
| 2 |
BlackRock
New York
| $186B | -$2.91B | 63 | 5.18% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $122B | $0 | 1 | 41.47% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $107B | +$560M | 56 | 5.62% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $67.9B | -$2.02B | 49 | 5.32% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $43.7B | +$958M | 62 | 6.03% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $38.9B | -$1.83B | 41 | 3.61% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $32.9B | -$718M | 57 | 5.8% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $29.5B | +$2.33B | 55 | 3.52% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $27.2B | +$47M | 47 | 5.26% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $25.6B | -$1.24B | 29 | 5.55% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $25B | -$2.69B | 60 | 2.59% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $21.9B | +$1.02B | 68 | 2.89% | Increased |
|
| 14 |
Legal & General Group
London,
United Kingdom
| $17.7B | +$643M | 44 | 5.91% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $17.1B | -$1.25B | 43 | 5.08% | Reduced |
|
| 16 |
Wells Fargo
San Francisco,
California
| $14.6B | -$851M | 61 | 3.2% | Reduced |
|
| 17 |
Charles Schwab
San Francisco,
California
| $13.4B | +$192M | 43 | 4.45% | Increased |
|
| 18 |
UBS AM
Chicago,
Illinois
| $13B | +$11.3M | 38 | 5.58% | Increased |
|
| 19 |
Goldman Sachs
New York
| $12.1B | -$303M | 57 | 2.71% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $12B | -$138M | 46 | 2.96% | Reduced |
|
| 21 |
Wellington Management Group
Boston,
Massachusetts
| $11.7B | -$344M | 22 | 1.95% | Reduced |
|
| 22 |
Swiss National Bank
Zurich,
Switzerland
| $11.4B | +$474M | 38 | 7.04% | Increased |
|
| 23 |
Janus Henderson Group
London,
| $11.3B | -$1.47B | 22 | 4.82% | Reduced |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11.1B | +$353M | 58 | 2.95% | Increased |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| $10.5B | +$79M | 50 | 3.31% | Increased |
|