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
| $414B | -$3.33B | 64 | 6.2% | Reduced |
|
| 2 |
BlackRock
New York
| $343B | -$1.37B | 62 | 6.01% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $176B | -$1.13B | 58 | 6.11% | Reduced |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $104B | +$453M | 69 | 6.61% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $87.7B | -$878M | 49 | 4.56% | Reduced |
|
| 6 |
JP Morgan Chase
New York
| $69.7B | +$5.19B | 56 | 4.18% | Increased |
|
| 7 |
Morgan Stanley
New York
| $67.4B | -$976M | 71 | 4.08% | Reduced |
|
| 8 |
Berkshire Hathaway
Omaha,
Nebraska
| $60.8B | -$9.44B | 2 | 22.74% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $59.3B | +$2.49B | 42 | 6.34% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $47.6B | -$485M | 57 | 6.09% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $37.5B | +$1.56B | 73 | 2.54% | Increased |
|
| 12 |
Legal & General Group
London,
United Kingdom
| $31.8B | +$704M | 44 | 7.12% | Increased |
|
| 13 |
UBS AM
Chicago,
Illinois
| $30.7B | -$5.43B | 32 | 6.67% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $29.2B | -$38.4M | 44 | 4.66% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $29.1B | +$1.1B | 53 | 3.56% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $28.5B | -$412M | 45 | 5.12% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $28.4B | +$3.18B | 21 | 4.97% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $25.9B | +$79.9M | 43 | 4.09% | Increased |
|
| 19 |
Amundi
Paris,
France
| $21.1B | -$498M | 27 | 6.78% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $21B | -$1.06B | 41 | 5.54% | Reduced |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $19.5B | +$539M | 44 | 4.18% | Increased |
|
| 22 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18.9B | +$358M | 59 | 3.09% | Increased |
|
| 23 |
Victory Capital Management
San Antonio,
Texas
| $18B | +$211M | 33 | 10.5% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $17.4B | +$583M | 53 | 3.31% | Increased |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $16.5B | -$1.56B | 78 | 2.59% | Reduced |
|