← 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	Congress Asset Management Boston, Massachusetts	$153M	+$79.5M	3	2.3%	Increased
27	Bank of America Charlotte, North Carolina	$149M	+$24.9M	10	0.03%	Increased
28	Disciplined Growth Investors Minneapolis, Minnesota	$145M	-$1.68M	2	3%	Reduced
29	BCM Brown Capital Management Baltimore, Maryland	$144M	+$2.58M	1	1.73%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$143M	-$33.3M	11	0.1%	Reduced
31	Eagle Asset Management St Petersburg, Florida	$141M	-$6.2M	4	0.89%	Reduced
32	Lord, Abbett & Co Jersey City, New Jersey	$135M	+$2.23M	4	0.49%	Increased
33	Bessemer Group Woodbridge, New Jersey	$132M	-$32.4M	3	0.58%	Reduced
34	Ninety One (UK) London, United Kingdom	$131M	+$64.9M	2	0.57%	Increased
35	OppenheimerFunds New York	$131M	+$2.52M	7	0.19%	Increased
36	Morgan Stanley New York	$129M	-$63.4M	11	0.04%	Reduced
37	Charles Schwab San Francisco, California	$129M	+$10.2M	10	0.1%	Increased
38	UBS AM Chicago, Illinois	$119M	-$14.1M	8	0.1%	Reduced
39	IVGAI Index Venture Growth Associates I St Helier, Channel Islands, Jersey	$119M	+$151M	1	67.46%	New
40	AKO Capital London, United Kingdom	$116M	+$30.2M	1	5.23%	Increased
41	Franklin Resources San Mateo, California	$116M	+$14.3M	3	0.07%	Increased
42	New York State Common Retirement Fund Albany, New York	$104M	+$1.6M	10	0.15%	Increased
43	Carillon Tower Advisers St. Petersburg, Florida	$102M	-$7.43M	4	0.86%	Reduced
44	Ameriprise Minneapolis, Minnesota	$100M	+$26.3M	9	0.05%	Increased
45	Teachers Advisors New York	$98.1M	+$48.2M	10	0.14%	Increased
46	Invesco Atlanta, Georgia	$94.9M	+$7.77M	8	0.04%	Increased
47	Schroder Investment Management Group London, United Kingdom	$92.8M	+$2.02M	2	0.17%	Increased
48	Handelsbanken Fonder Stockholm, Sweden	$89.4M	+$22.7M	2	1.8%	Increased
49	American Century Companies Kansas City, Missouri	$88.9M	-$25.8M	2	0.1%	Reduced
50	D.E. Shaw & Co New York	$88.2M	+$64.9M	7	0.12%	Increased