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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 $5.01T	5,129	+104	+2%	$1.97T
2	2 Qualcomm QCOM $184B	2,783	+153	+6%	$170B
3	3 Microchip Technology MCHP $38.7B	1,249	+40	+3%	$45.6B
4	4 NXP Semiconductors NXPI $55.7B	1,208	+105	+10%	$61.4B
5	5 Xylem XYL $24B	1,036	+46	+5%	$29.5B
6	6 DexCom DXCM $31.5B	1,000	-34	-3%	$42.4B
7	7 Garmin GRMN $53.9B	816	+60	+8%	$17.2B
8	8 Avery Dennison AVY $13B	795	+19	+2%	$16.3B
9	9 Zebra Technologies ZBRA $17.8B	692	+37	+6%	$14.4B
10	10 Generac Holdings GNRC $11.7B	688	+3	+0.4%	$7.08B
11	11 PTC PTC $21B	617	-4	-0.6%	$21.2B
12	12 Allegion ALLE $13B	585	+7	+1%	$9.64B
13	13 DELISTED Qorvo QRVO	569	-20	-3%	$10B
14	14 Itron ITRI $3.7B	410	+27	+7%	$4.58B
15	15 Resideo Technologies REZI $2.46B	403	+21	+5%	$2.64B
16	16 STMicroelectronics STM $42B	354	-3	-0.8%	$2.47B
17	17 Iridium Communications IRDM $4.85B	344	+14	+4%	$2.7B
18	18 Samsara IOT $23.9B	333	+15	+5%	$6.92B
19	19 Alarm.com ALRM $2.78B	298	-4	-1%	$3.07B
20	20 Silicon Laboratories SLAB $7.38B	295	-4	-1%	$3.55B
21	21 Sonos SONO $2.08B	284	+2	+0.7%	$1.6B
22	22 Napco Security Technologies NSSC $1.25B	274	+34	+14%	$1.74B
23	23 Impinj PI $5.87B	273	+45	+20%	$4.37B
24	24 Synaptics SYNA $4.66B	263	-19	-7%	$3.34B
25	25 Ambarella AMBA $2.71B	262	-7	-3%	$1.83B