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
| $444B | +$7.7B | 62 | 6.43% | Increased |
|
| 2 |
BlackRock
New York
| $364B | +$2.96B | 62 | 6.15% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $188B | +$2.02B | 59 | 6.29% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $110B | +$1.11B | 67 | 6.81% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $93.7B | +$1.25B | 49 | 4.78% | Increased |
|
| 6 |
Morgan Stanley
New York
| $71.5B | +$369M | 69 | 4.27% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $68.9B | -$4.38B | 57 | 4.33% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $67.3B | +$40B | 44 | 6.35% | Increased |
|
| 9 |
Berkshire Hathaway
Omaha,
Nebraska
| $62.1B | -$2.76B | 2 | 22.65% | Reduced |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $59.7B | -$3.03B | 42 | 6.44% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $58.9B | +$58.3B | 27 | 6.3% | New |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $49.1B | -$1.18B | 57 | 6.26% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $39.2B | -$262M | 71 | 2.85% | Reduced |
|
| 14 |
UBS AM
Chicago,
Illinois
| $33.6B | +$1.17B | 40 | 7.11% | Increased |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $33.5B | -$15.7M | 43 | 7.43% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $31.6B | +$1.02B | 56 | 3.88% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $30.8B | +$29.5M | 44 | 4.78% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $29.8B | -$254M | 43 | 5.26% | Reduced |
|
| 19 |
Wellington Management Group
Boston,
Massachusetts
| $29B | -$826M | 22 | 5.08% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $22.6B | +$421M | 41 | 5.91% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21.7B | +$1.81B | 56 | 3.53% | Increased |
|
| 22 |
Capital International Investors
Los Angeles,
California
| $20.7B | +$4.32B | 6 | 3.24% | Increased |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $20.5B | +$358M | 43 | 4.3% | Increased |
|
| 24 |
Amundi
Paris,
France
| $20B | -$1.92B | 32 | 5.43% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $17.6B | -$715M | 53 | 3.21% | Reduced |
|