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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	5,669	+569	+11%	$2.36T
2	2 Qualcomm QCOM $188B	2,793	+116	+4%	$128B
3	3 NXP Semiconductors NXPI $57.7B	1,146	+4	+0.4%	$48.9B
4	4 Microchip Technology MCHP $40.1B	1,131	-58	-5%	$29.4B
5	5 Xylem XYL $24.3B	1,005	-13	-1%	$26B
6	6 DexCom DXCM $32.4B	952	+62	+7%	$27.9B
7	7 Garmin GRMN $55.8B	908	+93	+11%	$22.1B
8	8 Avery Dennison AVY $13.4B	799	-5	-0.6%	$14B
9	9 Zebra Technologies ZBRA $17.7B	780	+55	+8%	$17.7B
10	10 Generac Holdings GNRC $11.7B	770	+44	+6%	$8.59B
11	11 PTC PTC $21B	676	+57	+9%	$21.5B
12	12 Allegion ALLE $13.3B	664	+49	+8%	$10.8B
13	13 DELISTED Qorvo QRVO	499	-75	-13%	$6.47B
14	14 Samsara IOT $24.9B	434	+48	+12%	$10.7B
15	15 Itron ITRI $3.68B	431	+7	+2%	$5.22B
16	16 Resideo Technologies REZI $2.51B	401	+11	+3%	$3.22B
17	17 Semtech SMTC $14B	355	+81	+30%	$5.93B
18	18 Iridium Communications IRDM $4.7B	349	-4	-1%	$2.91B
19	19 STMicroelectronics STM $41.5B	319	-11	-3%	$1.97B
20	20 Impinj PI $5.79B	317	-5	-2%	$4.45B
21	21 ADT ADT $5B	316	+38	+14%	$5.63B
22	22 Alarm.com ALRM $2.84B	310	+11	+4%	$2.93B
23	23 Ambarella AMBA $2.71B	298	+33	+12%	$2.46B
24	24 Silicon Laboratories SLAB $7.38B	296	-6	-2%	$4.19B
25	25 Sonos SONO $2.1B	276	-9	-3%	$1.64B