← All themes Internet of Things

Smart Home

Smart home covers connected thermostats, locks, lighting, cameras, and appliances controlled from a phone or a voice assistant. Energy management and security are the two uses people reliably pay for.

17 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	Giverny Capital Montreal, Quebec, Canada	$11.8M	+$924K	1	0.78%	Increased
252	Vontobel Holding Zurich, Switzerland	$11.8M	+$1.88M	4	0.13%	Increased
253	Great Lakes Advisors Chicago, Illinois	$11.7M	-$4.49M	2	0.23%	Reduced
254	OCMI Oaktop Capital Management II Chatham, New Jersey	$11.7M	$0	1	2.12%	Maintained
255	SFM Systematic Financial Management Teaneck, New Jersey	$11.7M	+$8.16M	2	0.4%	Increased
256	ZCM Ziegler Capital Management Chicago, Illinois	$11.6M	+$8.05M	1	0.48%	Increased
257	Carmignac Gestion Paris, France	$11.6M	-$3.46M	1	0.25%	Reduced
258	US Bancorp Minneapolis, Minnesota	$11.6M	-$110K	12	0.02%	Reduced
259	Los Angeles Capital Management Los Angeles, California	$11.5M	+$384K	5	0.06%	Increased
260	BC Beaconlight Capital New York	$11.1M	+$2.24M	2	5.16%	Increased
261	State of Alaska Department of Revenue Juneau, Alaska	$11.1M	-$2.26M	9	0.14%	Reduced
262	NM NWI Management New York	$11.1M	$0	1	0.66%	Maintained
263	CF Centaurus Financial Anaheim, California	$10.9M	+$545K	1	1.08%	Increased
264	Crestwood Advisors Group Boston, Massachusetts	$10.8M	+$1.77M	1	0.36%	Increased
265	Andra AP-fonden Goteborg, Sweden	$10.6M	+$11.7M	1	0.3%	New
266	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$10.6M	-$16.3K	1	1.08%	Reduced
267	AGAM Avalon Global Asset Management San Francisco, California	$10.5M	-$1.97M	1	3.2%	Reduced
268	IECM Intrinsic Edge Capital Management Chicago, Illinois	$10.5M	+$8.91M	1	0.82%	Increased
269	SIG Senator Investment Group New York	$10.5M	+$12.3M	1	0.75%	New
270	TPSF Texas Permanent School Fund Austin, Texas	$10.5M	+$243K	9	0.17%	Increased
271	Exencial Wealth Advisors Oklahoma City, Oklahoma	$10.4M	+$645K	2	0.59%	Increased
272	EIM Essex Investment Management Boston, Massachusetts	$10.4M	+$5.12M	2	1.68%	Increased
273	GS Gagnon Securities New York	$10.3M	+$1.66M	2	2.16%	Increased
274	Truist Financial Charlotte, North Carolina	$10M	+$2.59M	3	0.02%	Increased
275	Osaic Holdings Scottsdale, Arizona	$10M	+$1.98M	16	0.02%	Increased