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 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $91.8M | +$1.24M | 2 | 2.35% | Increased |
|
| 27 |
Goldman Sachs
New York
| $85M | -$58.8M | 6 | 0.03% | Reduced |
|
| 28 |
Geode Capital Management
Boston,
Massachusetts
| $78.4M | +$5.75M | 6 | 0.05% | Increased |
|
| 29 |
AllianceBernstein
Nashville,
Tennessee
| $74.5M | +$6.87M | 5 | 0.06% | Increased |
|
| 30 |
Norges Bank
Oslo,
Norway
| $71M | +$2.74M | 4 | 0.04% | Increased |
|
| 31 |
TIAA CREF Investment Management
New York
| $66.7M | -$18.2M | 6 | 0.05% | Reduced |
|
| 32 |
BAMCO Inc
New York
| $63.3M | -$29.7M | 1 | 0.29% | Reduced |
|
| 33 |
OppenheimerFunds
New York
| $62.7M | -$15.6M | 3 | 0.08% | Reduced |
|
| 34 |
WI
WHV Investments
San Francisco,
California
| $57.9M | -$6.81M | 1 | 1.6% | Reduced |
|
| 35 |
JP Morgan Chase
New York
| $57.4M | -$19M | 5 | 0.02% | Reduced |
|
| 36 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| $52.2M | +$12.7M | 1 | 0.58% | Increased |
|
| 37 |
RMCP
Red Mountain Capital Partners
Los Angeles,
California
| $51.9M | +$8.59M | 1 | 13.73% | Increased |
|
| 38 |
Franklin Resources
San Mateo,
California
| $51.7M | +$27.3M | 2 | 0.03% | Increased |
|
| 39 |
Millennium Management
New York
| $50.8M | +$13.3M | 5 | 0.1% | Increased |
|
| 40 |
SCM
Scopia Capital Management
New York
| $50.3M | +$51.2M | 1 | 1.08% | Increased |
|
| 41 |
Morgan Stanley
New York
| $48.9M | -$6.55M | 6 | 0.02% | Reduced |
|
| 42 |
Point72 Asset Management
Stamford,
Connecticut
| $48.3M | -$24.3M | 1 | 0.38% | Reduced |
|
| 43 |
WM
WS Management
Jacksonville,
Florida
| $48.1M | +$51.3M | 1 | 1.9% | New |
|
| 44 |
Teachers Advisors
New York
| $46.8M | -$5.76M | 6 | 0.09% | Reduced |
|
| 45 |
Guggenheim Capital
Chicago,
Illinois
| $46.5M | -$5.8M | 4 | 0.14% | Reduced |
|
| 46 |
HBK Investments
Dallas,
Texas
| $45.8M | -$1.28M | 2 | 0.46% | Reduced |
|
| 47 |
1832 Asset Management
Toronto,
Ontario, Canada
| $44.2M | -$4.06M | 1 | 0.18% | Reduced |
|
| 48 |
Melvin Capital Management
New York
| $41.8M | +$3.96M | 1 | 2.34% | Increased |
|
| 49 |
ESCM
Echo Street Capital Management
New York
| $40.6M | +$3.82M | 1 | 1.5% | Increased |
|
| 50 |
Waddell & Reed Financial
Overland Park,
Kansas
| $38.8M | +$3.66M | 1 | 0.06% | Increased |
|