← 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	$107M	+$6.96M	6	0.02%	Increased
27	Geode Capital Management Boston, Massachusetts	$98.5M	+$2.74M	6	0.05%	Increased
28	Franklin Resources San Mateo, California	$98.5M	-$7.82M	2	0.05%	Reduced
29	Invesco Atlanta, Georgia	$97.2M	-$576K	6	0.03%	Reduced
30	Disciplined Growth Investors Minneapolis, Minnesota	$94.7M	-$255K	2	2.25%	Reduced
31	Marshall Wace London, United Kingdom	$89.8M	+$3.9M	1	0.64%	Increased
32	Goldman Sachs New York	$80.3M	+$36.3M	5	0.02%	Increased
33	Axiom Investors Greenwich, Connecticut	$79.2M	+$31M	3	2.22%	Increased
34	Lord, Abbett & Co Jersey City, New Jersey	$78.8M	+$22.7M	4	0.24%	Increased
35	Loomis, Sayles & Company Boston, Massachusetts	$77.5M	+$10.8M	4	0.2%	Increased
36	Perkins Investment Management Chicago, Illinois	$75.9M	+$14.3M	1	1.05%	Increased
37	VVP Vulcan Value Partners Birmingham, Alabama	$73.3M	-$17.9M	1	0.67%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$71.2M	+$3.23M	6	0.05%	Increased
39	CCI Columbus Circle Investors	$70.6M	+$2.76M	3	0.76%	Increased
40	Norges Bank Oslo, Norway	$70.6M	+$735K	3	0.03%	Increased
41	WM WS Management Jacksonville, Florida	$69M	+$6.25M	1	2.64%	Increased
42	William Blair Investment Management Chicago, Illinois	$67.6M	+$14.3M	1	0.26%	Increased
43	Burgundy Asset Management Toronto, Ontario, Canada	$65.4M	+$461K	1	0.65%	Increased
44	Frontier Capital Management Boston, Massachusetts	$64.4M	+$2.15M	2	0.52%	Increased
45	Jennison Associates New York	$59.9M	+$6.32M	1	0.06%	Increased
46	Williams Jones & Associates New York	$59M	+$1.46M	1	1.73%	Increased
47	Point72 Asset Management Stamford, Connecticut	$56.5M	+$55.7M	3	0.4%	Increased
48	Charles Schwab San Francisco, California	$55.6M	+$2.74M	6	0.07%	Increased
49	D.E. Shaw & Co New York	$52.4M	-$21.5M	4	0.09%	Reduced
50	Waddell & Reed Financial Overland Park, Kansas	$51M	-$632K	1	0.11%	Reduced