← 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	$227M	-$46.6M	11	0.07%	Reduced
27	APG Asset Management Amsterdam, Netherlands	$220M	-$1.01M	2	0.4%	Reduced
28	Capital World Investors Los Angeles, California	$208M	$0	1	0.05%	Maintained
29	Ninety One (UK) London, United Kingdom	$206M	-$14.3M	2	0.73%	Reduced
30	Lord, Abbett & Co Jersey City, New Jersey	$201M	+$10.7M	4	0.7%	Increased
31	Wells Fargo San Francisco, California	$193M	+$90.8M	11	0.06%	Increased
32	Nuveen Charlotte, North Carolina	$193M	-$20.3M	11	0.08%	Reduced
33	Disciplined Growth Investors Minneapolis, Minnesota	$175M	-$35.4M	3	4.24%	Reduced
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$161M	+$22M	11	0.12%	Increased
35	Morgan Stanley New York	$159M	-$850K	12	0.04%	Reduced
36	AKO Capital London, United Kingdom	$159M	-$29.5M	1	2.77%	Reduced
37	D.E. Shaw & Co New York	$158M	+$24.1M	9	0.19%	Increased
38	Burgundy Asset Management Toronto, Ontario, Canada	$157M	+$1.49M	1	1.84%	Increased
39	Victory Capital Management San Antonio, Texas	$143M	-$2.08M	9	0.19%	Reduced
40	Nordea Investment Management Stockholm, Sweden	$137M	+$83.3M	2	0.14%	Increased
41	Millennium Management New York	$132M	+$80.9M	9	0.18%	Increased
42	Legal & General Group London, United Kingdom	$129M	-$1.44M	11	0.06%	Reduced
43	Credit Suisse Zurich, Switzerland	$126M	-$27.7M	10	0.09%	Reduced
44	Congress Asset Management Boston, Massachusetts	$121M	-$9.06M	1	1.44%	Reduced
45	FCM Freshford Capital Management Rye Brook, New York	$120M	+$12.7M	1	21.94%	Increased
46	MVP Miller Value Partners Sarasota, Florida	$118M	+$1.08M	1	5.26%	Increased
47	New York State Common Retirement Fund Albany, New York	$116M	+$15.4M	11	0.15%	Increased
48	AKRE Capital Management Middleburg, Virginia	$116M	+$674K	1	0.87%	Increased
49	Impax Asset Management Group London, United Kingdom	$112M	+$5.95M	2	1.15%	Increased
50	Franklin Resources San Mateo, California	$112M	+$2.12M	3	0.06%	Increased