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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	4,610	+19	+0.4%	$1.6T
2	2 Qualcomm QCOM $188B	2,245	-60	-3%	$91.1B
3	3 Microchip Technology MCHP $39.7B	1,146	-2	-0.2%	$38.4B
4	4 NXP Semiconductors NXPI $57.5B	987	+10	+1%	$46.4B
5	5 DexCom DXCM $32.6B	902	-52	-5%	$34.4B
6	6 Xylem XYL $24B	873	-35	-4%	$19.6B
7	7 Generac Holdings GNRC $11.5B	693	-44	-6%	$5.82B
8	8 Avery Dennison AVY $13.3B	692	+23	+3%	$13.9B
9	9 Garmin GRMN $55.5B	659	-8	-1%	$10.8B
10	10 Zebra Technologies ZBRA $17.7B	647	-56	-8%	$10.8B
11	11 PTC PTC $21B	562	+16	+3%	$15.9B
12	12 DELISTED Qorvo QRVO	542	-1	-0.2%	$8.29B
13	13 Allegion ALLE $13.2B	533	-19	-3%	$8.51B
14	14 STMicroelectronics STM $41.1B	363	-1	-0.3%	$2.35B
15	15 Iridium Communications IRDM $4.73B	360	-31	-8%	$4.64B
16	16 Resideo Technologies REZI $2.52B	340	-18	-5%	$2.11B
17	17 Silicon Laboratories SLAB $7.39B	323	+2	+0.6%	$3.69B
18	18 Itron ITRI $3.65B	279	+1	+0.4%	$2.65B
19	19 Synaptics SYNA $4.65B	274	-2	-0.7%	$3.26B
20	20 Ambarella AMBA $2.71B	253	-5	-2%	$1.64B
21	21 Alarm.com ALRM $2.83B	249	-3	-1%	$2.8B
22	22 Sonos SONO $2.09B	243	-21	-8%	$1.38B
23	23 iRhythm Holdings IRTC $3.52B	223	+22	+11%	$3.12B
24	24 Semtech SMTC $13.2B	217	-10	-4%	$1.86B
25	25 DELISTED iRobot IRBT	215	+5	+2%	$871M