← 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
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$116M -$35.6M 2 1.62% Reduced
27
Franklin Resources
Franklin Resources
California
$113M +$20.7M 2 0.06% Increased
28
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$108M +$4.01M 2 2.47% Increased
29
Geode Capital Management
Geode Capital Management
Massachusetts
$104M +$5.53M 6 0.05% Increased
30
American Century Companies
American Century Companies
Missouri
$102M -$2.96M 2 0.11% Reduced
31
Invesco
Invesco
Georgia
$93.2M -$3.27M 6 0.03% Reduced
32
Wellington Management Group
Wellington Management Group
Massachusetts
$91.9M -$78.8M 4 0.02% Reduced
33
Perkins Investment Management
Perkins Investment Management
Illinois
$86.5M +$1.32M 1 1.1% Increased
34
William Blair Investment Management
William Blair Investment Management
Illinois
$83.5M +$26.2M 1 0.33% Increased
35
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$78.1M +$4.57M 1 0.74% Increased
36
Axiom Investors
Axiom Investors
Connecticut
$75.1M +$1.73M 3 2.14% Increased
37
Norges Bank
Norges Bank
Norway
$75M +$997K 3 0.03% Increased
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$70.6M -$12M 4 0.17% Reduced
39
Jennison Associates
Jennison Associates
New York
$70.3M +$15.2M 1 0.08% Increased
40
WM
WS Management
Florida
$68.4M -$8.75M 1 2.78% Reduced
41
Deutsche Bank
Deutsche Bank
Germany
$67.4M -$6.28M 6 0.05% Reduced
42
CRM
Cramer Rosenthal McGlynn
Connecticut
$65.8M +$23.3M 1 0.98% Increased
43
Williams Jones & Associates
Williams Jones & Associates
New York
$65.7M +$11.4M 1 1.88% Increased
44
Frontier Capital Management
Frontier Capital Management
Massachusetts
$61.3M -$7.38M 2 0.47% Reduced
45
Charles Schwab
Charles Schwab
California
$58.2M +$1.81M 6 0.06% Increased
46
Goldman Sachs
Goldman Sachs
New York
$57M -$25.6M 6 0.02% Reduced
47
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$57M -$188K 1 0.12% Reduced
48
Bessemer Group
Bessemer Group
New Jersey
$56.4M +$57.3M 1 0.26% Increased
49
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$55.7M +$29M 2 0.21% Increased
50
Kennedy Capital Management
Kennedy Capital Management
Missouri
$55.1M -$1.88M 3 0.96% Reduced
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