← 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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$103M +$44.4M 6 0.07% Increased
27
Artisan Partners
Artisan Partners
Wisconsin
$97.9M +$63.1M 1 0.19% Increased
28
Jennison Associates
Jennison Associates
New York
$96.6M +$12.5M 1 0.1% Increased
29
Wellington Management Group
Wellington Management Group
Massachusetts
$95.5M +$6.22M 3 0.02% Increased
30
Invesco
Invesco
Georgia
$94.4M -$6.82M 6 0.03% Reduced
31
Norges Bank
Norges Bank
Norway
$93.4M +$11.9M 4 0.04% Increased
32
William Blair Investment Management
William Blair Investment Management
Illinois
$91.2M +$2.48M 1 0.34% Increased
33
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$91.2M -$34.9M 1 1.28% Reduced
34
Goldman Sachs
Goldman Sachs
New York
$90.2M +$23.3M 6 0.02% Increased
35
Williams Jones & Associates
Williams Jones & Associates
New York
$81.3M +$3.32M 1 2.13% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$78.1M +$2.3M 6 0.06% Increased
37
AllianceBernstein
AllianceBernstein
Tennessee
$77.2M -$68.5M 6 0.06% Reduced
38
DZ Bank
DZ Bank
Germany
$77M +$66M 1 0.35% Increased
39
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$75.1M +$21.4M 2 0.16% Increased
40
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$74.7M -$49.1M 3 0.22% Reduced
41
BCM
Bares Capital Management
Texas
$71.5M +$26.7M 1 3.55% Increased
42
Bessemer Group
Bessemer Group
New Jersey
$70.7M +$3.78M 1 0.3% Increased
43
Charles Schwab
Charles Schwab
California
$68.1M +$4.47M 6 0.07% Increased
44
Select Equity Group
Select Equity Group
New York
$67.8M -$98.4M 1 0.51% Reduced
45
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$67.2M +$32.1M 1 0.45% Increased
46
CRM
Cramer Rosenthal McGlynn
Connecticut
$67M -$10M 1 1.02% Reduced
47
Perkins Investment Management
Perkins Investment Management
Illinois
$66.8M -$13.2M 1 0.83% Reduced
48
AKO Capital
AKO Capital
United Kingdom
$64.9M +$8.35M 1 5.83% Increased
49
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$62.5M -$9.55M 1 0.61% Reduced
50
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$61.7M -$837K 1 0.2% Reduced