← 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	VVP Vulcan Value Partners Birmingham, Alabama	$131M	+$19.8M	1	1.12%	Increased
27	OppenheimerFunds New York	$128M	-$2.29M	6	0.16%	Reduced
28	Franklin Resources San Mateo, California	$126M	-$31.8M	2	0.06%	Reduced
29	BCM Bares Capital Management Austin, Texas	$122M	-$3.28M	1	5.51%	Reduced
30	Bessemer Group Woodbridge, New Jersey	$119M	+$3.17M	1	0.47%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$113M	-$28.4M	6	0.08%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$113M	+$1.77M	6	0.05%	Increased
33	William Blair Investment Management Chicago, Illinois	$104M	+$2.5M	1	0.37%	Increased
34	Jennison Associates New York	$101M	-$6.03M	1	0.1%	Reduced
35	Pictet Asset Management (UK) London, United Kingdom	$101M	+$53M	3	0.29%	Increased
36	Lord, Abbett & Co Jersey City, New Jersey	$96.8M	+$20.5M	4	0.28%	Increased
37	Goldman Sachs New York	$94.5M	-$33.3M	6	0.02%	Reduced
38	Charles Schwab San Francisco, California	$93.9M	+$8.14M	6	0.08%	Increased
39	Williams Jones & Associates New York	$92.4M	-$455K	1	2.27%	Reduced
40	Capital World Investors Los Angeles, California	$86.3M	+$79M	1	0.02%	New
41	TIAA CREF Investment Management New York	$85.8M	-$3.32M	6	0.06%	Reduced
42	Arrowstreet Capital Boston, Massachusetts	$80.6M	+$7.08M	2	0.22%	Increased
43	Robeco Institutional Asset Management Rotterdam, Netherlands	$79.4M	+$5.27M	2	0.49%	Increased
44	Burgundy Asset Management Toronto, Ontario, Canada	$79.3M	+$2.35M	1	0.75%	Increased
45	SoftBank Group Tokyo, Japan	$77.4M	-$34M	1	0.3%	Reduced
46	Congress Asset Management Boston, Massachusetts	$75.1M	+$70.2M	1	1.16%	New
47	Wellington Management Group Boston, Massachusetts	$73M	-$29.3M	3	0.02%	Reduced
48	Morgan Stanley New York	$72.3M	-$5.23M	6	0.02%	Reduced
49	Waddell & Reed Financial Overland Park, Kansas	$70.7M	-$14.6M	2	0.16%	Reduced
50	Credit Suisse Zurich, Switzerland	$66.7M	+$24.3M	6	0.06%	Increased