← 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	TimesSquare Capital Management New York	$105M	+$1.98M	1	0.57%	Increased
27	Trian Fund Management New York	$101M	$0	1	1.18%	Maintained
28	OppenheimerFunds New York	$97.6M	-$21.5M	3	0.11%	Reduced
29	TIAA CREF Investment Management New York	$96.3M	+$17.2M	5	0.07%	Increased
30	American Century Companies Kansas City, Missouri	$94.7M	-$2.95M	3	0.11%	Reduced
31	Frontier Capital Management Boston, Massachusetts	$94.7M	-$5.04M	2	0.68%	Reduced
32	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$92.3M	+$19.2M	1	1.04%	Increased
33	Geode Capital Management Boston, Massachusetts	$91.7M	+$6.11M	5	0.05%	Increased
34	EC Eminence Capital New York	$88.7M	-$9.29M	1	1.37%	Reduced
35	Norges Bank Oslo, Norway	$88.2M	-$1.09M	3	0.04%	Reduced
36	Citadel Advisors Miami, Florida	$82.1M	-$14M	4	0.08%	Reduced
37	AllianceBernstein Nashville, Tennessee	$81.7M	+$53M	5	0.07%	Increased
38	Point72 Asset Management Stamford, Connecticut	$79.6M	-$11.1M	3	0.54%	Reduced
39	T. Rowe Price Associates Baltimore, Maryland	$76.7M	-$9.69M	5	0.02%	Reduced
40	1WCM 12 West Capital Management New York	$73.6M	$0	1	8.19%	Maintained
41	WI WHV Investments San Francisco, California	$71.1M	-$4.6M	1	1.4%	Reduced
42	Mackenzie Financial Toronto Ontario, Ontario, Canada	$64.5M	-$138K	1	0.34%	Reduced
43	Teachers Advisors New York	$62.6M	-$4.04M	5	0.12%	Reduced
44	Morgan Stanley New York	$61.9M	-$1.74M	5	0.02%	Reduced
45	Charles Schwab San Francisco, California	$59.3M	+$4.89M	5	0.08%	Increased
46	Guggenheim Capital Chicago, Illinois	$57.5M	-$1.17M	4	0.14%	Reduced
47	HBK Investments Dallas, Texas	$55.4M	-$17.9M	2	0.52%	Reduced
48	KAM Keeley Asset Management Chicago, Illinois	$55.3M	-$572K	1	1.13%	Reduced
49	Soros Fund Management New York	$53.1M	-$29.6M	1	0.52%	Reduced
50	Burgundy Asset Management Toronto, Ontario, Canada	$52.8M	+$357K	1	0.58%	Increased