← 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	VM Valinor Management New York	$117M	-$2.82M	1	3.19%	Reduced
27	Bessemer Group Woodbridge, New Jersey	$110M	+$14.6M	2	0.68%	Increased
28	MCM Mason Capital Management New York	$108M	-$4.22M	1	1.28%	Reduced
29	Citadel Advisors Miami, Florida	$97M	+$36.8M	5	0.11%	Increased
30	EPCM Eton Park Capital Management New York	$96.4M	$0	1	1.44%	Maintained
31	Lord, Abbett & Co Jersey City, New Jersey	$95.8M	-$40.4M	2	0.22%	Reduced
32	Trian Fund Management New York	$93.8M	-$68.4M	1	1.38%	Reduced
33	Slate Path Capital New York	$93.5M	+$86.8M	1	2.61%	New
34	Wellington Management Group Boston, Massachusetts	$89.9M	+$24.4M	1	0.02%	Increased
35	Disciplined Growth Investors Minneapolis, Minnesota	$89.1M	-$6.01M	2	2.33%	Reduced
36	Neuberger Berman Group New York	$85.7M	+$4.18M	4	0.08%	Increased
37	WI WHV Investments San Francisco, California	$76.8M	-$2.75M	1	0.97%	Reduced
38	American Century Companies Kansas City, Missouri	$75.5M	-$27.5M	3	0.09%	Reduced
39	Goldman Sachs New York	$75M	+$24.4M	5	0.02%	Increased
40	Geode Capital Management Boston, Massachusetts	$74M	-$421K	5	0.05%	Reduced
41	Credit Suisse Zurich, Switzerland	$70.5M	+$28.8M	5	0.06%	Increased
42	Robeco Institutional Asset Management Rotterdam, Netherlands	$70.2M	+$8.84M	1	0.5%	Increased
43	Mackenzie Financial Toronto Ontario, Ontario, Canada	$64M	+$9.78M	1	0.3%	Increased
44	Alpha Wave Global New York	$63.7M	+$59.1M	1	3.56%	New
45	HBK Investments Dallas, Texas	$62.5M	-$782K	2	1.27%	Reduced
46	Guggenheim Capital Chicago, Illinois	$62M	+$30.2M	5	0.16%	Increased
47	Janus Henderson Investors US Denver, Colorado	$61.4M	+$25.4M	1	0.06%	Increased
48	Bank of America Charlotte, North Carolina	$55.7M	-$11.7M	5	0.02%	Reduced
49	Amundi Asset Management US Boston, Massachusetts	$54.7M	+$11M	2	0.21%	Increased
50	MAI Marble Arch Investments New York	$53.6M	+$12.8M	1	3.96%	Increased