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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 $5.02T	1,853	+1,853	–	$219B
2	2 Qualcomm QCOM $188B	1,405	+1,405	–	$82.3B
3	3 Microchip Technology MCHP $39.7B	481	+481	–	$10.7B
4	4 Xylem XYL $24.2B	409	+409	–	$4.37B
5	5 Avery Dennison AVY $13.3B	362	+362	–	$3.8B
6	6 Garmin GRMN $55.4B	254	+254	–	$2.78B
7	7 NXP Semiconductors NXPI $57B	233	+233	–	$6.42B
8	8 Itron ITRI $3.67B	231	+231	–	$1.53B
9	9 Generac Holdings GNRC $11.5B	215	+215	–	$2.21B
10	10 Zebra Technologies ZBRA $17.5B	214	+214	–	$1.85B
11	11 Synaptics SYNA $4.65B	213	+213	–	$1.22B
12	12 Semtech SMTC $14.4B	208	+208	–	$2.39B
13	13 PTC PTC $21B	205	+205	–	$2.84B
14	14 DexCom DXCM $32.5B	158	+158	–	$1.63B
15	15 Silicon Laboratories SLAB $7.38B	158	+158	–	$1.58B
16	16 DELISTED Sleep Number SNBR	155	+155	–	$1.4B
17	17 DELISTED iRobot IRBT	145	+145	–	$832M
18	18 DELISTED CalAmp Corp. CAMP	121	+121	–	$316M
19	19 CEVA Inc CEVA $806M	119	+119	–	$377M
20	20 Iridium Communications IRDM $4.68B	110	+110	–	$365M
21	21 Universal Electronics UEIC $68.3M	109	+109	–	$357M
22	22 Digi International DGII $2.68B	103	+103	–	$207M
23	23 Ambarella AMBA $2.69B	83	+83	–	$107M
24	24 STMicroelectronics STM $41.4B	82	+82	–	$130M
25	25 NVE Corp NVEC $501M	76	+76	–	$160M