← 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	Harris Associates Chicago, Illinois	$115M	+$159M	1	0.19%	New
27	Capital World Investors Los Angeles, California	$115M	+$18.4M	1	0.03%	Increased
28	VVP Vulcan Value Partners Birmingham, Alabama	$112M	-$36.3M	1	0.9%	Reduced
29	William Blair Investment Management Chicago, Illinois	$109M	+$19.3M	2	0.42%	Increased
30	Franklin Resources San Mateo, California	$108M	-$7.71M	2	0.05%	Reduced
31	Charles Schwab San Francisco, California	$106M	+$12M	7	0.08%	Increased
32	OppenheimerFunds New York	$105M	-$808K	6	0.13%	Reduced
33	Janus Henderson Group London,	$104M	+$59.3M	3	0.06%	Increased
34	Carillon Tower Advisers St. Petersburg, Florida	$102M	+$7.14M	3	0.8%	Increased
35	Wellington Management Group Boston, Massachusetts	$98.6M	+$24.5M	5	0.02%	Increased
36	Morgan Stanley New York	$97.3M	-$35.2M	7	0.03%	Reduced
37	Findlay Park Partners London, United Kingdom	$96.8M	+$31M	1	0.96%	Increased
38	Robeco Institutional Asset Management Rotterdam, Netherlands	$91.2M	-$3.66M	2	0.43%	Reduced
39	Credit Suisse Zurich, Switzerland	$89.9M	+$38.8M	7	0.08%	Increased
40	Ameriprise Minneapolis, Minnesota	$88.6M	+$42M	6	0.04%	Increased
41	Williams Jones & Associates New York	$85.5M	-$1.39M	1	1.98%	Reduced
42	Congress Asset Management Boston, Massachusetts	$84.4M	+$7.81M	1	1.19%	Increased
43	Rothschild & Co Asset Management US Stamford, Connecticut	$82.1M	-$948K	4	0.91%	Reduced
44	Primecap Management Pasadena, California	$80.8M	+$43.3M	1	0.06%	Increased
45	Burgundy Asset Management Toronto, Ontario, Canada	$80M	-$285K	1	0.75%	Reduced
46	Waddell & Reed Financial Overland Park, Kansas	$78.7M	+$8.96M	1	0.18%	Increased
47	American Century Companies Kansas City, Missouri	$78M	-$131M	4	0.08%	Reduced
48	Arrowstreet Capital Boston, Massachusetts	$76.5M	-$12.8M	3	0.18%	Reduced
49	Legal & General Group London, United Kingdom	$75.9M	+$28.2M	7	0.06%	Increased
50	Royal Bank of Canada Toronto, Ontario, Canada	$73.9M	-$10.1M	7	0.03%	Reduced