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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 $4.99T	3,450	+37	+1%	$1.15T
2	2 Qualcomm QCOM $191B	1,881	+130	+7%	$101B
3	3 Microchip Technology MCHP $40.3B	814	+20	+3%	$25.5B
4	4 DexCom DXCM $33.1B	728	+5	+0.7%	$37.8B
5	5 NXP Semiconductors NXPI $58.3B	713	+20	+3%	$31.5B
6	6 Xylem XYL $24.1B	655	+10	+2%	$12.9B
7	7 Zebra Technologies ZBRA $17.9B	632	+23	+4%	$11.7B
8	8 DELISTED Qorvo QRVO	627	+42	+7%	$12.7B
9	9 Avery Dennison AVY $13.3B	555	-13	-2%	$9.59B
10	10 Garmin GRMN $55B	554	+29	+6%	$9.13B
11	11 Generac Holdings GNRC $11.7B	478	+58	+14%	$11.1B
12	12 Allegion ALLE $13.2B	465	-20	-4%	$8.5B
13	13 PTC PTC $21B	416	+11	+3%	$8.22B
14	14 Resideo Technologies REZI $2.52B	356	-13	-4%	$1.26B
15	15 DELISTED iRobot IRBT	271	-1	-0.4%	$2.16B
16	16 Silicon Laboratories SLAB $7.38B	263	+12	+5%	$4.02B
17	17 Synaptics SYNA $4.67B	253	+13	+5%	$2.83B
18	18 Iridium Communications IRDM $4.77B	251	+3	+1%	$2.84B
19	19 Alarm.com ALRM $2.83B	248	+6	+2%	$2.57B
20	20 Semtech SMTC $13.5B	240	-8	-3%	$3.38B
21	21 STMicroelectronics STM $41.7B	238	+15	+7%	$996M
22	22 iRhythm Holdings IRTC $3.6B	233	+40	+21%	$7.43B
23	23 Knowles KN $2.95B	232	-3	-1%	$1.35B
24	24 Itron ITRI $3.71B	229	-22	-9%	$2.4B
25	25 Sonos SONO $2.09B	222	-2	-0.9%	$1.1B