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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

Smart Home Wearables

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Apple AAPL $5.01T	6,151	+18	+0.3%	$2.8T
2	2 Qualcomm QCOM $184B	3,034	+296	+11%	$155B
3	3 Microchip Technology MCHP $38.7B	1,288	+119	+10%	$49.4B
4	4 NXP Semiconductors NXPI $55.7B	1,265	+118	+10%	$67.2B
5	5 Xylem XYL $24B	1,103	-11	-1%	$25.7B
6	6 Garmin GRMN $53.9B	1,010	-8	-0.8%	$26.1B
7	7 Generac Holdings GNRC $11.7B	1,002	+130	+15%	$15.4B
8	8 DexCom DXCM $31.5B	976	+14	+1%	$26B
9	9 Avery Dennison AVY $13B	783	-10	-1%	$12.1B
10	10 Allegion ALLE $13B	736	-28	-4%	$12.1B
11	11 PTC PTC $21B	685	-13	-2%	$12.7B
12	12 Zebra Technologies ZBRA $17.8B	645	+9	+1%	$12.9B
13	13 STMicroelectronics STM $42B	608	+212	+54%	$12.7B
14	14 Semtech SMTC $15B	579	+141	+32%	$15B
15	15 Samsara IOT $23.9B	552	+8	+1%	$12.8B
16	16 DELISTED Qorvo QRVO	541	+4	+0.7%	$7.97B
17	17 Iridium Communications IRDM $4.85B	484	+102	+27%	$5.01B
18	18 ADT ADT $4.82B	456	+8	+2%	$4.66B
19	19 Resideo Technologies REZI $2.46B	437	-11	-2%	$4.65B
20	20 Itron ITRI $3.7B	413	-22	-5%	$4.46B
21	21 Synaptics SYNA $4.66B	375	+75	+25%	$5.16B
22	22 Silicon Laboratories SLAB $7.38B	354	-24	-6%	$6.74B
23	23 Knowles KN $2.98B	344	+61	+22%	$3.6B
24	24 Ambarella AMBA $2.71B	342	+35	+11%	$3.13B
25	25 Impinj PI $5.87B	316	+25	+9%	$4.69B