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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	6,134	+2	+0%	$2.4T
2	2 Qualcomm QCOM $191B	2,739	-245	-8%	$109B
3	3 Microchip Technology MCHP $40.3B	1,169	+33	+3%	$33.5B
4	4 NXP Semiconductors NXPI $58.3B	1,148	-7	-0.6%	$47.3B
5	5 Xylem XYL $24.1B	1,115	-21	-2%	$25.9B
6	6 Garmin GRMN $55B	1,018	+42	+4%	$25.1B
7	7 DexCom DXCM $33.1B	962	+40	+4%	$23.4B
8	8 Generac Holdings GNRC $11.7B	873	+122	+16%	$10.4B
9	9 Avery Dennison AVY $13.3B	793	-9	-1%	$12.5B
10	10 Allegion ALLE $13.2B	764	-39	-5%	$12.2B
11	11 PTC PTC $21B	698	-27	-4%	$16.2B
12	12 Zebra Technologies ZBRA $17.9B	636	-74	-10%	$9.78B
13	13 Samsara IOT $24.9B	544	-2	-0.4%	$11.5B
14	14 DELISTED Qorvo QRVO	538	-1	-0.2%	$6.55B
15	15 ADT ADT $5.01B	448	-2	-0.4%	$4.93B
16	16 Resideo Technologies REZI $2.52B	448	-2	-0.4%	$4.88B
17	17 Semtech SMTC $13.5B	439	+36	+9%	$7.66B
18	18 Itron ITRI $3.71B	435	-2	-0.5%	$4.48B
19	19 STMicroelectronics STM $41.7B	397	+74	+23%	$3.72B
20	20 Iridium Communications IRDM $4.77B	382	+57	+18%	$2.5B
21	21 Silicon Laboratories SLAB $7.38B	378	+52	+16%	$6.23B
22	22 Ambarella AMBA $2.8B	307	-17	-5%	$1.88B
23	23 iRhythm Holdings IRTC $3.6B	305	-29	-9%	$4.19B
24	24 Synaptics SYNA $4.67B	300	+9	+3%	$2.92B
25	25 Alarm.com ALRM $2.83B	295	-11	-4%	$2.07B