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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	5,608	-61	-1%	$2.08T
2	2 Qualcomm QCOM $191B	2,783	-10	-0.4%	$127B
3	3 NXP Semiconductors NXPI $58.3B	1,127	-19	-2%	$43.8B
4	4 Microchip Technology MCHP $40.3B	1,046	-85	-8%	$24.9B
5	5 Xylem XYL $24.1B	1,030	+25	+2%	$27B
6	6 Garmin GRMN $55B	957	+49	+5%	$23.4B
7	7 DexCom DXCM $33.1B	934	-18	-2%	$24.8B
8	8 Avery Dennison AVY $13.3B	775	-24	-3%	$13.1B
9	9 Zebra Technologies ZBRA $17.9B	739	-41	-5%	$13.1B
10	10 Generac Holdings GNRC $11.7B	716	-54	-7%	$6.66B
11	11 Allegion ALLE $13.2B	694	+30	+5%	$10.9B
12	12 PTC PTC $21B	673	-3	-0.4%	$18.1B
13	13 DELISTED Qorvo QRVO	469	-30	-6%	$6.76B
14	14 Samsara IOT $24.9B	447	+13	+3%	$10.1B
15	15 Itron ITRI $3.71B	426	-5	-1%	$5.16B
16	16 Resideo Technologies REZI $2.52B	398	-3	-0.7%	$2.48B
17	17 ADT ADT $5.01B	363	+47	+15%	$6.4B
18	18 Iridium Communications IRDM $4.77B	351	+2	+0.6%	$2.84B
19	19 Silicon Laboratories SLAB $7.38B	326	+30	+10%	$3.84B
20	20 Semtech SMTC $13.5B	315	-40	-11%	$3.36B
21	21 Alarm.com ALRM $2.83B	308	-2	-0.6%	$2.7B
22	22 Ambarella AMBA $2.8B	297	-1	-0.3%	$1.77B
23	23 STMicroelectronics STM $41.7B	294	-25	-8%	$2.12B
24	24 Impinj PI $5.83B	276	-41	-13%	$2.81B
25	25 Sonos SONO $2.09B	276	0	0%	$1.15B