← 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	BCM Bares Capital Management Austin, Texas	$137M	-$591K	1	4.79%	Reduced
27	Disciplined Growth Investors Minneapolis, Minnesota	$132M	-$583K	2	2.45%	Reduced
28	Janus Henderson Group London,	$132M	+$17.2M	3	0.08%	Increased
29	UBS AM Chicago, Illinois	$130M	-$3.13M	6	0.1%	Reduced
30	Brown Brothers Harriman & Co New York	$130M	+$134M	1	0.8%	Increased
31	Capital World Investors Los Angeles, California	$124M	+$1.54M	1	0.03%	Increased
32	OppenheimerFunds New York	$121M	+$1.22M	6	0.14%	Increased
33	Bank of America Charlotte, North Carolina	$120M	-$24.8M	7	0.02%	Reduced
34	Charles Schwab San Francisco, California	$112M	+$7.82M	7	0.08%	Increased
35	Morgan Stanley New York	$107M	+$10.6M	7	0.03%	Increased
36	Carillon Tower Advisers St. Petersburg, Florida	$105M	+$29.9M	4	0.83%	Increased
37	BCM Brown Capital Management Baltimore, Maryland	$103M	+$32M	1	1.05%	Increased
38	Franklin Resources San Mateo, California	$101M	-$4.44M	2	0.05%	Reduced
39	American Century Companies Kansas City, Missouri	$97.3M	+$24.6M	2	0.1%	Increased
40	Credit Suisse Zurich, Switzerland	$96.4M	-$1.55M	6	0.09%	Reduced
41	TPI Tesco Pension Investment London, United Kingdom	$94.3M	+$79.2M	1	2.45%	Increased
42	Ameriprise Minneapolis, Minnesota	$89.5M	-$3.43M	6	0.04%	Reduced
43	New York State Common Retirement Fund Albany, New York	$88.3M	+$47.8M	7	0.11%	Increased
44	Burgundy Asset Management Toronto, Ontario, Canada	$85.5M	-$4.38M	1	0.83%	Reduced
45	Goldman Sachs New York	$84.2M	-$37.5M	7	0.02%	Reduced
46	Rothschild & Co Asset Management US Stamford, Connecticut	$82.8M	-$215K	4	0.89%	Reduced
47	Robeco Institutional Asset Management Rotterdam, Netherlands	$82.7M	-$59K	1	0.38%	Reduced
48	Invesco Atlanta, Georgia	$82.2M	+$22.9M	7	0.03%	Increased
49	Congress Asset Management Boston, Massachusetts	$76.9M	+$344K	1	1.06%	Increased
50	SoftBank Group Tokyo, Japan	$76.1M	$0	1	0.41%	Maintained