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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 $5T	3,413	+64	+2%	$951B
2	2 Qualcomm QCOM $188B	1,751	+124	+8%	$78.2B
3	3 Microchip Technology MCHP $39.6B	794	+45	+6%	$26.4B
4	4 DexCom DXCM $32.6B	723	+131	+22%	$37.4B
5	5 NXP Semiconductors NXPI $57.4B	693	+29	+4%	$28.9B
6	6 Xylem XYL $24B	645	-28	-4%	$10.1B
7	7 Zebra Technologies ZBRA $17.7B	609	+59	+11%	$12.1B
8	8 DELISTED Qorvo QRVO	585	+68	+13%	$11B
9	9 Avery Dennison AVY $13.3B	568	+21	+4%	$8.48B
10	10 Garmin GRMN $55.5B	525	+18	+4%	$9.29B
11	11 Allegion ALLE $13.2B	485	-10	-2%	$8.98B
12	12 Generac Holdings GNRC $11.5B	420	+54	+15%	$7.33B
13	13 PTC PTC $21B	405	+25	+7%	$7.85B
14	14 Resideo Technologies REZI $2.52B	369	-46	-11%	$1.39B
15	15 DELISTED iRobot IRBT	272	+31	+13%	$2.3B
16	16 Itron ITRI $3.65B	251	-8	-3%	$2.61B
17	17 Silicon Laboratories SLAB $7.39B	251	+1	+0.4%	$4.15B
18	18 Iridium Communications IRDM $4.73B	248	-2	-0.8%	$2.85B
19	19 Semtech SMTC $13.2B	248	+31	+14%	$3.3B
20	20 Alarm.com ALRM $2.83B	242	+22	+10%	$3.07B
21	21 Synaptics SYNA $4.65B	240	-4	-2%	$2.14B
22	22 Knowles KN $2.91B	235	+7	+3%	$1.41B
23	23 Sonos SONO $2.09B	224	+34	+18%	$1.09B
24	24 STMicroelectronics STM $41.1B	223	-1	-0.4%	$802M
25	25 Ambarella AMBA $2.71B	218	-1	-0.5%	$1.16B