← 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
26
MCM
Mason Capital Management
New York
$103M +$99.5M 1 2.3% New
27
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M -$43.8M 5 0.02% Reduced
28
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.1M +$2.15M 5 0.07% Increased
29
American Century Companies
American Century Companies
Missouri
$97M +$85.4M 2 0.11% Increased
30
Neuberger Berman Group
Neuberger Berman Group
New York
$92.7M -$4.87M 3 0.09% Reduced
31
EPCM
Eton Park Capital Management
New York
$88.7M -$10M 1 1.51% Reduced
32
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$85.3M +$479K 2 2.17% Increased
33
Westfield Capital Management
Westfield Capital Management
Massachusetts
$84.3M -$18.9M 1 0.5% Reduced
34
Wellington Management Group
Wellington Management Group
Massachusetts
$80.8M +$26.6M 2 0.02% Increased
35
Bank of America
Bank of America
North Carolina
$75.7M -$29.6M 5 0.03% Reduced
36
Geode Capital Management
Geode Capital Management
Massachusetts
$74.1M +$2.67M 5 0.05% Increased
37
Morgan Stanley
Morgan Stanley
New York
$73.8M +$14.2M 5 0.03% Increased
38
WI
WHV Investments
California
$73.5M -$6.94M 1 0.96% Reduced
39
Scout Investments
Scout Investments
Missouri
$68.8M +$7.71M 2 0.79% Increased
40
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$66.4M +$25M 1 0.33% Increased
41
Norges Bank
Norges Bank
Norway
$64M $0 3 0.04% Maintained
42
KAM
Keeley Asset Management
Illinois
$62.4M -$8.76M 1 1.07% Reduced
43
HBK Investments
HBK Investments
Texas
$58.7M -$19.9M 3 1.08% Reduced
44
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$58.3M +$54.5M 1 2.12% Increased
45
abrdn Investment Management
abrdn Investment Management
United Kingdom
$56.5M -$17.4K 1 0.27% Reduced
46
Citadel Advisors
Citadel Advisors
Florida
$56.2M +$51.1M 5 0.07% Increased
47
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$55.9M +$31.1M 1 0.43% Increased
48
Wells Fargo
Wells Fargo
California
$54.4M -$4.24M 5 0.02% Reduced
49
CCM
Century Capital Management
Massachusetts
$51.9M +$8.56M 1 2.42% Increased
50
Eaton Vance Management
Eaton Vance Management
Massachusetts
$51.5M +$2.72M 1 0.15% Increased