← 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	Primecap Management Pasadena, California	$223M	-$422K	3	0.16%	Reduced
27	Charles Schwab San Francisco, California	$221M	+$3.06M	10	0.12%	Increased
28	Lord, Abbett & Co Jersey City, New Jersey	$217M	-$5.42M	3	0.72%	Reduced
29	Morgan Stanley New York	$215M	+$56M	12	0.05%	Increased
30	BCM Brown Capital Management Baltimore, Maryland	$214M	+$11.5M	1	2.05%	Increased
31	Ninety One (UK) London, United Kingdom	$207M	+$3.83M	2	0.69%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$197M	+$11.9M	12	0.13%	Increased
33	Disciplined Growth Investors Minneapolis, Minnesota	$195M	+$2.94M	2	3.22%	Increased
34	Ameriprise Minneapolis, Minnesota	$171M	-$3.07M	10	0.07%	Reduced
35	Bessemer Group Woodbridge, New Jersey	$162M	+$628K	3	0.52%	Increased
36	Janus Henderson Group London,	$159M	-$39.9M	4	0.08%	Reduced
37	Burgundy Asset Management Toronto, Ontario, Canada	$136M	-$8.68M	1	1.34%	Reduced
38	Legal & General Group London, United Kingdom	$128M	+$12.1M	10	0.06%	Increased
39	William Blair Investment Management Chicago, Illinois	$127M	+$83M	2	0.5%	Increased
40	D.E. Shaw & Co New York	$127M	+$2.58M	9	0.14%	Increased
41	IVGAI Index Venture Growth Associates I St Helier, Channel Islands, Jersey	$126M	$0	1	100%	Maintained
42	MVP Miller Value Partners Sarasota, Florida	$125M	-$3.81M	1	4.42%	Reduced
43	Eagle Asset Management St Petersburg, Florida	$121M	-$49.3M	2	0.58%	Reduced
44	Schroder Investment Management Group London, United Kingdom	$121M	-$10M	3	0.2%	Reduced
45	Credit Suisse Zurich, Switzerland	$120M	+$13.7M	11	0.09%	Increased
46	Congress Asset Management Boston, Massachusetts	$120M	-$20.9M	1	1.46%	Reduced
47	Fuller & Thaler Asset Management San Mateo, California	$120M	+$6.19M	4	1.34%	Increased
48	Federated Hermes Pittsburgh, Pennsylvania	$116M	+$64.6M	9	0.26%	Increased
49	Franklin Resources San Mateo, California	$110M	-$13.2M	4	0.06%	Reduced
50	Capital World Investors Los Angeles, California	$108M	$0	1	0.02%	Maintained