← 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
CRM
Cramer Rosenthal McGlynn
Connecticut
$99.6M -$22.4M 1 0.99% Reduced
27
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$97.3M +$7.97M 5 0.02% Increased
28
American Century Companies
American Century Companies
Missouri
$93.2M +$32.1M 3 0.11% Increased
29
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$89.2M -$67.3M 5 0.06% Reduced
30
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$87.3M +$10.9K 2 2.24% Increased
31
EPCM
Eton Park Capital Management
New York
$81M $0 1 0.95% Maintained
32
Trian Fund Management
Trian Fund Management
New York
$78.9M $0 1 1.04% Maintained
33
Alpha Wave Global
Alpha Wave Global
New York
$78.1M +$27M 1 5.04% Increased
34
Soros Fund Management
Soros Fund Management
New York
$77.6M +$74.1M 1 0.58% Increased
35
Norges Bank
Norges Bank
Norway
$72.6M -$72.6M 3 0.04% Reduced
36
Citadel Advisors
Citadel Advisors
Florida
$65.8M -$18.5M 5 0.07% Reduced
37
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$65.2M +$15M 1 0.06% Increased
38
Geode Capital Management
Geode Capital Management
Massachusetts
$63.4M +$187K 5 0.04% Increased
39
WI
WHV Investments
California
$63M -$1.73M 1 0.9% Reduced
40
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$58.2M -$876K 1 0.42% Reduced
41
TimesSquare Capital Management
TimesSquare Capital Management
New York
$55.4M +$23.3M 1 0.31% Increased
42
HBK Investments
HBK Investments
Texas
$54.9M +$2.5M 1 0.85% Increased
43
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$54.3M +$1.2M 1 0.27% Increased
44
ACM
Archer Capital Management
New York
$53.9M +$23M 1 5.93% Increased
45
Morgan Stanley
Morgan Stanley
New York
$53.6M +$11.3M 5 0.02% Increased
46
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.7M -$22.7M 2 0.13% Reduced
47
Frontier Capital Management
Frontier Capital Management
Massachusetts
$50.8M -$1.86M 1 0.41% Reduced
48
Guggenheim Capital
Guggenheim Capital
Illinois
$49.3M -$3.57M 4 0.12% Reduced
49
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$48M +$2.5M 2 0.18% Increased
50
VOYA Investment Management
VOYA Investment Management
Georgia
$46.4M +$7.07M 5 0.11% Increased
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