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
| $360B | +$1.64B | 57 | 6.5% | Increased |
|
| 2 |
BlackRock
New York
| $297B | +$4.31B | 61 | 6.25% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $153B | +$141M | 54 | 6.3% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $88.9B | +$2.69B | 65 | 6.99% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $82B | -$3.85B | 47 | 5.24% | Reduced |
|
| 6 |
Berkshire Hathaway
Omaha,
Nebraska
| $66.6B | $0 | 1 | 25.65% | Maintained |
|
| 7 |
Morgan Stanley
New York
| $61B | -$94.1M | 66 | 4.36% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $52.3B | -$1.05B | 42 | 6.44% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $52B | +$3.25B | 60 | 3.8% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $46B | -$1.68B | 28 | 6.46% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $42.6B | -$670M | 53 | 6.32% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $31.8B | +$1.35B | 70 | 2.57% | Increased |
|
| 13 |
Legal & General Group
London,
United Kingdom
| $28.2B | +$491M | 41 | 7.67% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $27.1B | -$840M | 40 | 5.37% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $24.8B | -$89M | 41 | 4.66% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $23.3B | -$158M | 51 | 3.77% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $22.3B | -$2.19B | 21 | 4.28% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $21.4B | +$926M | 43 | 4.06% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $19.7B | -$557M | 41 | 5.99% | Reduced |
|
| 20 |
UBS Group
Zurich,
Switzerland
| $17.4B | +$324M | 71 | 3.19% | Increased |
|
| 21 |
Amundi
Paris,
France
| $17.3B | +$2.52B | 31 | 6.3% | Increased |
|
| 22 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16.5B | +$17.3M | 52 | 3.45% | Increased |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $16.1B | +$656M | 42 | 3.99% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $14.6B | +$20.4M | 49 | 3.31% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $14B | -$182M | 40 | 3.77% | Reduced |
|