← 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	$171M	-$12.9M	1	3.59%	Reduced
27	Primecap Management Pasadena, California	$168M	-$8.54M	3	0.16%	Reduced
28	Nuveen Charlotte, North Carolina	$153M	-$30.9M	10	0.07%	Reduced
29	Ninety One (UK) London, United Kingdom	$147M	-$7.26M	2	0.62%	Reduced
30	Lord, Abbett & Co Jersey City, New Jersey	$145M	-$43M	4	0.64%	Reduced
31	William Blair Investment Management Chicago, Illinois	$133M	+$25.7M	3	0.65%	Increased
32	Ameriprise Minneapolis, Minnesota	$132M	+$12.1M	10	0.07%	Increased
33	Capital World Investors Los Angeles, California	$125M	+$30M	1	0.04%	Increased
34	Burgundy Asset Management Toronto, Ontario, Canada	$119M	-$8.17M	1	1.61%	Reduced
35	Kohlberg Kravis Roberts & Co New York	$117M	-$98.8M	1	0.75%	Reduced
36	Janus Henderson Group London,	$117M	-$27.2M	3	0.08%	Reduced
37	Victory Capital Management San Antonio, Texas	$113M	+$50.8M	10	0.19%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$112M	-$42.3M	10	0.1%	Reduced
39	Disciplined Growth Investors Minneapolis, Minnesota	$110M	+$25.7M	3	2.5%	Increased
40	Morgan Stanley New York	$104M	-$49.1M	12	0.03%	Reduced
41	Bessemer Group Woodbridge, New Jersey	$102M	-$23.2M	3	0.41%	Reduced
42	Congress Asset Management Boston, Massachusetts	$100M	-$11.9M	1	1.53%	Reduced
43	Legal & General Group London, United Kingdom	$100M	+$2.03M	10	0.06%	Increased
44	UBS AM Chicago, Illinois	$97.4M	-$98.4M	9	0.07%	Reduced
45	Credit Suisse Zurich, Switzerland	$90.8M	-$5.44M	10	0.08%	Reduced
46	Eagle Asset Management St Petersburg, Florida	$89.8M	-$600K	2	0.56%	Reduced
47	Russell Investments Group London, United Kingdom	$88.5M	+$78.4M	10	0.23%	Increased
48	Franklin Resources San Mateo, California	$81M	+$4.61M	2	0.05%	Increased
49	Renaissance Technologies New York	$81M	+$19.7M	8	0.08%	Increased
50	Amundi Asset Management US Boston, Massachusetts	$80.9M	-$16.8M	5	0.14%	Reduced