← 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	Eagle Asset Management St Petersburg, Florida	$190M	-$3.82M	4	0.92%	Reduced
27	Capital World Investors Los Angeles, California	$185M	+$9.73M	2	0.05%	Increased
28	Bessemer Group Woodbridge, New Jersey	$184M	+$1.26M	2	0.69%	Increased
29	Janus Henderson Group London,	$177M	+$24M	5	0.09%	Increased
30	Disciplined Growth Investors Minneapolis, Minnesota	$175M	+$1.67M	2	2.93%	Increased
31	Harris Associates Chicago, Illinois	$171M	-$7.27M	1	0.27%	Reduced
32	Lord, Abbett & Co Jersey City, New Jersey	$160M	+$77.9M	4	0.44%	Increased
33	OppenheimerFunds New York	$159M	-$3.72M	6	0.18%	Reduced
34	BCM Brown Capital Management Baltimore, Maryland	$156M	+$9.13M	1	1.42%	Increased
35	VVP Vulcan Value Partners Birmingham, Alabama	$156M	-$23.4M	1	1.14%	Reduced
36	UBS AM Chicago, Illinois	$151M	-$230K	6	0.11%	Reduced
37	Bank of America Charlotte, North Carolina	$145M	+$2.26M	9	0.02%	Increased
38	Charles Schwab San Francisco, California	$141M	+$6.88M	9	0.09%	Increased
39	Carillon Tower Advisers St. Petersburg, Florida	$139M	+$7.21M	4	1%	Increased
40	American Century Companies Kansas City, Missouri	$128M	+$14.4M	2	0.13%	Increased
41	New York State Common Retirement Fund Albany, New York	$118M	+$9.95M	7	0.14%	Increased
42	Franklin Resources San Mateo, California	$115M	-$13M	2	0.06%	Reduced
43	TPI Tesco Pension Investment London, United Kingdom	$110M	$0	1	2.73%	Maintained
44	Schroder Investment Management Group London, United Kingdom	$103M	+$38.6M	4	0.18%	Increased
45	William Blair Investment Management Chicago, Illinois	$101M	+$14.1M	2	0.35%	Increased
46	AKO Capital London, United Kingdom	$100M	+$11.6M	1	5.11%	Increased
47	Invesco Atlanta, Georgia	$99.5M	-$170K	7	0.03%	Reduced
48	Robeco Institutional Asset Management Rotterdam, Netherlands	$97.8M	+$991K	1	0.39%	Increased
49	Rothschild & Co Asset Management US Stamford, Connecticut	$97M	-$5.29M	3	1%	Reduced
50	Ameriprise Minneapolis, Minnesota	$93.5M	-$24.9M	8	0.03%	Reduced