← 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	AKO Capital London, United Kingdom	$195M	+$11.4M	1	4.74%	Increased
27	Charles Schwab San Francisco, California	$188M	+$16.6M	10	0.11%	Increased
28	Ninety One (UK) London, United Kingdom	$180M	+$997K	2	0.7%	Increased
29	Lord, Abbett & Co Jersey City, New Jersey	$177M	+$4.84M	3	0.6%	Increased
30	Janus Henderson Group London,	$170M	+$1.99M	3	0.09%	Increased
31	VVP Vulcan Value Partners Birmingham, Alabama	$170M	+$50.9M	2	1.43%	Increased
32	Disciplined Growth Investors Minneapolis, Minnesota	$168M	+$2.7M	2	3.11%	Increased
33	Eagle Asset Management St Petersburg, Florida	$164M	-$7.38M	3	0.84%	Reduced
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$158M	-$24.3M	11	0.11%	Reduced
35	Ameriprise Minneapolis, Minnesota	$158M	-$16.7M	8	0.07%	Reduced
36	Generation Investment Management London, United Kingdom	$152M	-$46M	1	1.05%	Reduced
37	Morgan Stanley New York	$143M	+$25.3M	12	0.04%	Increased
38	Carillon Tower Advisers St. Petersburg, Florida	$137M	+$26.5M	4	0.96%	Increased
39	Bessemer Group Woodbridge, New Jersey	$134M	-$18.7M	4	0.48%	Reduced
40	APG Asset Management Amsterdam, Netherlands	$128M	+$105M	2	0.21%	Increased
41	Millennium Management New York	$121M	+$70.2M	12	0.19%	Increased
42	Credit Suisse Zurich, Switzerland	$119M	+$48.1M	10	0.1%	Increased
43	Capital World Investors Los Angeles, California	$118M	-$261K	1	0.03%	Reduced
44	Burgundy Asset Management Toronto, Ontario, Canada	$113M	+$1.55M	1	1.13%	Increased
45	Congress Asset Management Boston, Massachusetts	$111M	-$7.55M	1	1.43%	Reduced
46	Fuller & Thaler Asset Management San Mateo, California	$109M	+$46.8M	4	1.29%	Increased
47	Franklin Resources San Mateo, California	$109M	+$3.29M	4	0.06%	Increased
48	IVGAI Index Venture Growth Associates I St Helier, Channel Islands, Jersey	$108M	$0	1	84.96%	Maintained
49	D.E. Shaw & Co New York	$107M	+$39.1M	9	0.13%	Increased
50	Schroder Investment Management Group London, United Kingdom	$107M	-$146M	3	0.19%	Reduced