← 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	Goldman Sachs New York	$228M	+$11.5M	11	0.07%	Increased
27	Aberdeen Group Edinburgh, United Kingdom	$221M	-$3.31M	2	0.49%	Reduced
28	UBS AM Chicago, Illinois	$216M	+$41.2M	9	0.15%	Increased
29	Generation Investment Management London, United Kingdom	$213M	-$164M	1	1.47%	Reduced
30	Ameriprise Minneapolis, Minnesota	$203M	+$55.6M	9	0.09%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$200M	-$15.6M	12	0.12%	Reduced
32	Ninety One (UK) London, United Kingdom	$198M	+$27.1M	2	0.75%	Increased
33	AKO Capital London, United Kingdom	$195M	+$1.29M	1	4.97%	Increased
34	Charles Schwab San Francisco, California	$180M	+$928K	10	0.11%	Increased
35	Disciplined Growth Investors Minneapolis, Minnesota	$174M	-$5M	2	3.23%	Reduced
36	Lord, Abbett & Co Jersey City, New Jersey	$167M	-$38.1M	4	0.54%	Reduced
37	Bessemer Group Woodbridge, New Jersey	$163M	+$529K	2	0.55%	Increased
38	Janus Henderson Group London,	$161M	-$31.5M	4	0.09%	Reduced
39	VVP Vulcan Value Partners Birmingham, Alabama	$157M	+$108M	2	1.39%	Increased
40	Eagle Asset Management St Petersburg, Florida	$151M	-$5.8M	3	0.77%	Reduced
41	Capital World Investors Los Angeles, California	$135M	-$5.79M	2	0.03%	Reduced
42	Arrowstreet Capital Boston, Massachusetts	$133M	+$24.2M	6	0.3%	Increased
43	TPI Tesco Pension Investment London, United Kingdom	$128M	$0	1	3.05%	Maintained
44	Morgan Stanley New York	$128M	+$8.5M	12	0.03%	Increased
45	Franklin Resources San Mateo, California	$118M	+$4.47M	4	0.06%	Increased
46	Legal & General Group London, United Kingdom	$112M	+$4.38M	10	0.06%	Increased
47	Nordea Investment Management Stockholm, Sweden	$110M	+$4.44M	3	0.25%	Increased
48	Congress Asset Management Boston, Massachusetts	$105M	-$2.1M	1	1.34%	Reduced
49	Credit Suisse Zurich, Switzerland	$104M	+$48M	10	0.09%	Increased
50	PIMC Praesidium Investment Management Company New York	$101M	+$12.6M	1	6.29%	Increased