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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
Vanguard Group
Pennsylvania
$401B +$12B 56 6.99% Increased
2
BlackRock
BlackRock
New York
$328B +$8.59B 58 6.64% Increased
3
State Street
State Street
Massachusetts
$171B +$3.39B 53 6.75% Increased
4
Geode Capital Management
Geode Capital Management
Massachusetts
$96.8B +$1.59B 63 7.5% Increased
5
Fidelity Investments
Fidelity Investments
Massachusetts
$96.4B -$5.95B 46 5.75% Reduced
6
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$75.1B $0 1 28.12% Maintained
7
Morgan Stanley
Morgan Stanley
New York
$68.3B +$2.29B 63 4.79% Increased
8
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.9B -$4.48B 42 6.9% Reduced
9
JP Morgan Chase
JP Morgan Chase
New York
$54.8B +$599M 59 4.08% Increased
10
Norges Bank
Norges Bank
Norway
$53.2B +$1.77B 26 6.97% Increased
11
Northern Trust
Northern Trust
Illinois
$48.4B +$5.47B 53 6.85% Increased
12
Bank of America
Bank of America
North Carolina
$34.1B -$2.98B 65 2.86% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$31.2B -$20.2M 40 5.77% Reduced
14
Legal & General Group
Legal & General Group
United Kingdom
$31B -$940M 40 8.2% Reduced
15
UBS AM
UBS AM
Illinois
$30.6B +$3.54B 35 7.15% Increased
16
Charles Schwab
Charles Schwab
California
$27.9B +$821M 41 5.15% Increased
17
Wellington Management Group
Wellington Management Group
Massachusetts
$27.3B -$2.77B 23 4.99% Reduced
18
Goldman Sachs
Goldman Sachs
New York
$26.3B +$925M 50 4.15% Increased
19
Invesco
Invesco
Georgia
$23B -$181M 41 4.25% Reduced
20
Nuveen
Nuveen
North Carolina
$22.8B -$660M 38 6.44% Reduced
21
Capital Research Global Investors
Capital Research Global Investors
California
$20B -$231M 8 4.11% Reduced
22
UBS Group
UBS Group
Switzerland
$19.1B +$1.88B 67 3.52% Increased
23
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4B +$619M 49 3.68% Increased
24
Amundi
Amundi
France
$17.8B +$628M 32 6.2% Increased
25
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$17.2B +$403M 41 4.14% Increased