← 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	Franklin Resources San Mateo, California	$111M	+$1.29M	2	0.05%	Increased
27	Wells Fargo San Francisco, California	$108M	-$39.5M	6	0.03%	Reduced
28	Bessemer Group Woodbridge, New Jersey	$106M	-$3.73M	1	0.41%	Reduced
29	Invesco Atlanta, Georgia	$102M	-$34.3M	6	0.04%	Reduced
30	Pictet Asset Management (UK) London, United Kingdom	$102M	-$2.17M	3	0.26%	Reduced
31	Arrowstreet Capital Boston, Massachusetts	$101M	+$13.9M	2	0.24%	Increased
32	BCM Bares Capital Management Austin, Texas	$101M	-$1.39M	1	4.22%	Reduced
33	Wellington Management Group Boston, Massachusetts	$97M	+$16.1M	4	0.02%	Increased
34	Charles Schwab San Francisco, California	$96.7M	+$4.5M	6	0.08%	Increased
35	Capital World Investors Los Angeles, California	$96.3M	+$27.6M	1	0.02%	Increased
36	Rothschild & Co Asset Management US Stamford, Connecticut	$91.2M	+$30.9M	4	0.96%	Increased
37	Carillon Tower Advisers St. Petersburg, Florida	$90.7M	+$104M	2	0.97%	New
38	Goldman Sachs New York	$90.5M	-$4.01M	6	0.02%	Reduced
39	Robeco Institutional Asset Management Rotterdam, Netherlands	$88.8M	+$16.2M	2	0.46%	Increased
40	Burgundy Asset Management Toronto, Ontario, Canada	$86.6M	+$1.1M	1	0.79%	Increased
41	William Blair Investment Management Chicago, Illinois	$81.3M	+$4.47M	1	0.32%	Increased
42	Williams Jones & Associates New York	$81.1M	-$4.13M	1	1.84%	Reduced
43	Royal Bank of Canada Toronto, Ontario, Canada	$80.2M	-$12.4M	6	0.04%	Reduced
44	Jupiter Investment Management London, United Kingdom	$77.7M	+$43.8M	3	0.72%	Increased
45	SoftBank Group Tokyo, Japan	$77M	$0	1	0.39%	Maintained
46	TIAA CREF Investment Management New York	$75.7M	-$7.95M	6	0.05%	Reduced
47	Teachers Advisors New York	$74.6M	+$6.01M	6	0.1%	Increased
48	Ninety One (UK) London, United Kingdom	$72.8M	+$68M	1	0.3%	Increased
49	ArrowMark Colorado Holdings Denver, Colorado	$71.6M	+$14.4M	1	0.73%	Increased
50	Congress Asset Management Boston, Massachusetts	$71.3M	+$2.35M	1	1.04%	Increased