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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 $5.03T	6,132	+517	+9%	$2.61T
2	2 Qualcomm QCOM $187B	2,984	+203	+7%	$145B
3	3 NXP Semiconductors NXPI $57.1B	1,155	+28	+2%	$52.2B
4	4 Microchip Technology MCHP $39.6B	1,136	+17	+2%	$33.7B
5	5 Xylem XYL $24.1B	1,136	+50	+5%	$30.4B
6	6 Garmin GRMN $55.4B	976	+14	+1%	$22B
7	7 DexCom DXCM $32.5B	922	+11	+1%	$24.9B
8	8 Allegion ALLE $13.2B	803	+43	+6%	$13.1B
9	9 Avery Dennison AVY $13.3B	802	+61	+8%	$13.5B
10	10 Generac Holdings GNRC $11.5B	751	-53	-7%	$7.62B
11	11 PTC PTC $21B	725	-9	-1%	$20.3B
12	12 Zebra Technologies ZBRA $17.5B	710	-51	-7%	$11.3B
13	13 Samsara IOT $24.9B	546	+30	+6%	$11.7B
14	14 DELISTED Qorvo QRVO	539	+12	+2%	$7.1B
15	15 ADT ADT $4.98B	450	-11	-2%	$6.14B
16	16 Resideo Technologies REZI $2.5B	450	-5	-1%	$5.18B
17	17 Itron ITRI $3.67B	437	-28	-6%	$4.52B
18	18 Semtech SMTC $14.4B	403	+53	+15%	$7.54B
19	19 iRhythm Holdings IRTC $3.54B	334	-4	-1%	$6.24B
20	20 Impinj PI $5.7B	328	+6	+2%	$5.59B
21	21 Silicon Laboratories SLAB $7.38B	326	-9	-3%	$4.39B
22	22 Iridium Communications IRDM $4.68B	325	+1	+0.3%	$1.63B
23	23 Ambarella AMBA $2.69B	324	-5	-2%	$2.62B
24	24 STMicroelectronics STM $41.4B	323	-3	-0.9%	$2.34B
25	25 Alarm.com ALRM $2.82B	306	+1	+0.3%	$2.45B