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
| $212B | -$322M | 66 | 6.24% | Reduced |
|
| 2 |
BlackRock
New York
| $172B | -$1.53B | 72 | 5.85% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $124B | $0 | 1 | 41.76% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $96.7B | -$905M | 67 | 6.12% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $59.7B | +$755M | 55 | 6.23% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $45.6B | +$427M | 70 | 6.92% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $35.7B | -$6.05B | 43 | 5.85% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $29.7B | -$63.9M | 75 | 4.05% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $28.4B | -$668M | 62 | 6.49% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $25.6B | +$800M | 30 | 6.8% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $23.9B | -$451M | 57 | 3.43% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $23.6B | -$1.39B | 60 | 2.81% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $22.7B | -$345M | 55 | 5.49% | Reduced |
|
| 14 |
Legal & General Group
London,
United Kingdom
| $18.9B | -$964M | 49 | 7.37% | Reduced |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $13.5B | +$1.27B | 20 | 2.88% | Increased |
|
| 16 |
Goldman Sachs
New York
| $13.5B | +$895M | 50 | 3.41% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $13.4B | -$73.3M | 48 | 5.45% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $13.3B | +$55.7M | 54 | 4.77% | Increased |
|
| 19 |
Bank of Montreal
Toronto,
Ontario, Canada
| $11.6B | -$1.14B | 32 | 5.03% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $11.3B | -$2.11B | 42 | 6.35% | Reduced |
|
| 21 |
Swiss National Bank
Zurich,
Switzerland
| $11.2B | -$107M | 45 | 8.02% | Reduced |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $11B | +$505M | 40 | 4.06% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $10.5B | -$351M | 52 | 3.39% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $10.1B | -$339M | 69 | 3.28% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $9.54B | -$800M | 40 | 4.62% | Reduced |
|