← 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	Disciplined Growth Investors Minneapolis, Minnesota	$92.6M	+$248K	2	2.33%	Increased
27	OppenheimerFunds New York	$88.1M	+$15.9M	5	0.11%	Increased
28	VM Valinor Management New York	$87M	-$30.8M	1	2.39%	Reduced
29	Geode Capital Management Boston, Massachusetts	$85.9M	-$939K	6	0.05%	Reduced
30	Ninety One (UK) London, United Kingdom	$81.8M	+$82.4M	1	0.47%	New
31	Goldman Sachs New York	$78.7M	-$12.9M	5	0.02%	Reduced
32	Norges Bank Oslo, Norway	$77.2M	-$783K	3	0.04%	Reduced
33	AllianceBernstein Nashville, Tennessee	$73.8M	-$1.29M	5	0.06%	Reduced
34	Franklin Resources San Mateo, California	$71.2M	+$3.11M	2	0.04%	Increased
35	Marshall Wace London, United Kingdom	$67.3M	+$26.8M	2	0.63%	Increased
36	RMCP Red Mountain Capital Partners Los Angeles, California	$63.1M	$0	1	16.59%	Maintained
37	Point72 Asset Management Stamford, Connecticut	$61.1M	+$5.03M	2	0.5%	Increased
38	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$57.7M	-$46.6M	1	0.87%	Reduced
39	Burgundy Asset Management Toronto, Ontario, Canada	$57.1M	+$5.43M	1	0.63%	Increased
40	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$55.1M	+$59.1M	1	1%	New
41	Janus Henderson Investors US Denver, Colorado	$54.3M	+$23.5M	2	0.05%	Increased
42	Guggenheim Capital Chicago, Illinois	$53.1M	-$210K	3	0.15%	Reduced
43	TIAA CREF Investment Management New York	$51.3M	-$22.7M	6	0.04%	Reduced
44	Two Sigma Advisers New York	$49.5M	+$15.3M	2	0.3%	Increased
45	WM WS Management Jacksonville, Florida	$49M	+$1.5M	1	1.71%	Increased
46	CCI Columbus Circle Investors	$47.4M	+$17.3M	1	0.38%	Increased
47	1832 Asset Management Toronto, Ontario, Canada	$47.2M	-$3.68M	1	0.2%	Reduced
48	Charles Schwab San Francisco, California	$47M	+$4.52M	6	0.06%	Increased
49	Citadel Advisors Miami, Florida	$46.7M	+$33.5M	4	0.05%	Increased
50	Alyeska Investment Group Chicago, Illinois	$46.3M	+$44.5M	2	0.49%	Increased