← 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	Bank of America Charlotte, North Carolina	$98.6M	-$4.6M	6	0.02%	Reduced
27	Invesco Atlanta, Georgia	$96.5M	+$15.6M	6	0.04%	Increased
28	Ninety One (UK) London, United Kingdom	$95.5M	-$1M	1	0.49%	Reduced
29	Geode Capital Management Boston, Massachusetts	$93.1M	+$181K	6	0.05%	Increased
30	OppenheimerFunds New York	$93.1M	+$474K	5	0.12%	Increased
31	Disciplined Growth Investors Minneapolis, Minnesota	$91M	+$355K	2	2.29%	Increased
32	VVP Vulcan Value Partners Birmingham, Alabama	$88M	+$89.8M	1	0.87%	New
33	Marshall Wace London, United Kingdom	$86.6M	-$1.38M	1	0.73%	Reduced
34	D.E. Shaw & Co New York	$72.9M	-$11.7M	4	0.13%	Reduced
35	Norges Bank Oslo, Norway	$72.6M	-$12M	3	0.03%	Reduced
36	CCI Columbus Circle Investors	$65.5M	+$14.5M	2	0.66%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$64.7M	-$11.6M	6	0.05%	Reduced
38	Loomis, Sayles & Company Boston, Massachusetts	$63.3M	+$17.5M	3	0.17%	Increased
39	Burgundy Asset Management Toronto, Ontario, Canada	$62.6M	-$943K	1	0.62%	Reduced
40	VM Valinor Management New York	$61.8M	-$28.6M	1	2.06%	Reduced
41	WM WS Management Jacksonville, Florida	$60.4M	-$745K	1	2.09%	Reduced
42	Frontier Capital Management Boston, Massachusetts	$60M	+$1.81M	2	0.49%	Increased
43	Perkins Investment Management Chicago, Illinois	$59.2M	+$304K	1	0.9%	Increased
44	Williams Jones & Associates New York	$58M	+$21M	1	1.79%	Increased
45	Jennison Associates New York	$54.1M	+$51.8M	1	0.06%	New
46	William Blair Investment Management Chicago, Illinois	$51.9M	+$36M	1	0.21%	Increased
47	Charles Schwab San Francisco, California	$51.5M	+$1.55M	6	0.06%	Increased
48	BCM Bares Capital Management Austin, Texas	$51.4M	+$4.44M	1	3.66%	Increased
49	Alpha Wave Global New York	$50.5M	-$30.3M	1	3.7%	Reduced
50	Waddell & Reed Financial Overland Park, Kansas	$49.7M	-$298K	1	0.1%	Reduced