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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
26	26 Alarm.com ALRM $2.78B	314	+19	+6%	$2.27B
27	27 Sonos SONO $2.08B	307	+16	+5%	$1.63B
28	28 iRhythm Holdings IRTC $3.5B	304	-1	-0.3%	$4.24B
29	29 Digi International DGII $2.71B	281	+29	+12%	$2.96B
30	30 Arlo Technologies ARLO $1.27B	261	-15	-5%	$1.48B
31	31 Napco Security Technologies NSSC $1.25B	258	-13	-5%	$1.37B
32	32 CEVA Inc CEVA $823M	209	+51	+32%	$1.18B
33	33 Ituran Location and Control ITRN $995M	206	+23	+13%	$742M
34	34 Ambiq Micro AMBQ $1.25B	184	+87	+90%	$1.48B
35	35 PowerFleet Inc AIOT $338M	181	-13	-7%	$441M
36	36 NVE Corp NVEC $504M	133	+10	+8%	$466M
37	37 SmartRent SMRT $222M	129	+5	+4%	$150M
38	38 Lantronix LTRX $277M	121	+17	+16%	$165M
39	39 Senseonics Holdings Inc SENS $428M	110	+22	+25%	$118M
40	40 Kestra Medical Technologies KMTS $1.52B	108	+5	+5%	$1.49B
41	41 SEALSQ Corp LAES $414M	108	+23	+27%	$38.5M
42	42 Inseego INSG $70.7M	98	+5	+5%	$71M
43	43 SKYX Platforms SKYX $141M	83	-19	-19%	$24M
44	44 Karooooo KARO $1.87B	82	+15	+22%	$221M
45	45 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	79	+3	+4%	$2.08B
46	46 Global X Internet of Things ETF SNSR $201M	72	+9	+14%	$125M
47	47 Tuya Inc TUYA $1.04B	68	-2	-3%	$264M
48	48 Nayax NYAX $1.67B	61	+5	+9%	$374M
49	49 Owlet OWLT $129M	59	-8	-12%	$97.7M
50	50 INVE Technologies, Inc. Common Stock INVE $55.7M	57	+5	+10%	$24.7M