← 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	Goldman Sachs New York	$128M	+$23.8M	5	0.03%	Increased
27	VVP Vulcan Value Partners Birmingham, Alabama	$127M	-$93.2M	1	1.14%	Reduced
28	Norges Bank Oslo, Norway	$127M	+$24M	4	0.05%	Increased
29	ACPVT ABS Capital Partners V Trust Baltimore, Maryland	$123M	-$69.7M	1	100%	Reduced
30	DZ Bank Frankfurt Am Main, Germany	$122M	+$37.9M	3	0.56%	Increased
31	Invesco Atlanta, Georgia	$118M	+$16.9M	6	0.04%	Increased
32	SoftBank Group Tokyo, Japan	$115M	+$119M	1	0.37%	New
33	Royal Bank of Canada Toronto, Ontario, Canada	$111M	-$342K	6	0.06%	Reduced
34	Bessemer Group Woodbridge, New Jersey	$108M	+$31.4M	1	0.44%	Increased
35	William Blair Investment Management Chicago, Illinois	$107M	+$17.8M	1	0.39%	Increased
36	BCM Bares Capital Management Austin, Texas	$105M	+$15.3M	1	4.66%	Increased
37	Egerton Capital (UK) London, United Kingdom	$103M	+$99M	1	1.03%	New
38	Jennison Associates New York	$101M	-$2.68M	1	0.11%	Reduced
39	Acadian Asset Management Boston, Massachusetts	$100M	+$62.9M	2	0.45%	Increased
40	Wellington Management Group Boston, Massachusetts	$89.1M	-$14.6M	3	0.02%	Reduced
41	Williams Jones & Associates New York	$87.1M	-$41.3K	1	2.2%	Reduced
42	TIAA CREF Investment Management New York	$86.7M	-$26.3M	6	0.06%	Reduced
43	Arrowstreet Capital Boston, Massachusetts	$83.8M	+$31.4M	2	0.25%	Increased
44	Charles Schwab San Francisco, California	$80.9M	+$5.1M	6	0.08%	Increased
45	Waddell & Reed Financial Overland Park, Kansas	$79.5M	+$3.38M	2	0.17%	Increased
46	Lord, Abbett & Co Jersey City, New Jersey	$76.1M	-$12.2M	3	0.23%	Reduced
47	Rothschild & Co Asset Management US Stamford, Connecticut	$73.6M	+$24.9M	4	0.83%	Increased
48	Morgan Stanley New York	$70.4M	+$20.9M	6	0.02%	Increased
49	Robeco Institutional Asset Management Rotterdam, Netherlands	$70.4M	-$1.54M	2	0.45%	Reduced
50	Baillie Gifford & Co Edinburgh, United Kingdom	$62.8M	+$7.34M	1	0.08%	Increased