← 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	$275M	-$3.24M	2	0.23%	Reduced
27	Lord, Abbett & Co Jersey City, New Jersey	$252M	-$35.2M	4	0.8%	Reduced
28	Nuveen Charlotte, North Carolina	$245M	+$40.5M	11	0.09%	Increased
29	APG Asset Management Amsterdam, Netherlands	$240M	+$43.3M	2	0.42%	Increased
30	Charles Schwab San Francisco, California	$227M	-$33M	11	0.1%	Reduced
31	Goldman Sachs New York	$215M	-$42.8M	12	0.06%	Reduced
32	Morgan Stanley New York	$201M	+$33.1M	12	0.04%	Increased
33	AKO Capital London, United Kingdom	$199M	+$46.9M	1	3.13%	Increased
34	Arrowstreet Capital Boston, Massachusetts	$199M	+$92.3M	10	0.31%	Increased
35	Millennium Management New York	$183M	+$7.09M	12	0.23%	Increased
36	Disciplined Growth Investors Minneapolis, Minnesota	$183M	-$3.72M	3	4.27%	Reduced
37	Congress Asset Management Boston, Massachusetts	$175M	-$14.8M	1	1.89%	Reduced
38	Kayne Anderson Rudnick Investment Management Los Angeles, California	$172M	+$104M	1	0.62%	Increased
39	Burgundy Asset Management Toronto, Ontario, Canada	$168M	-$68.9M	1	1.92%	Reduced
40	Capital International Investors Los Angeles, California	$159M	$0	2	0.05%	Maintained
41	D.E. Shaw & Co New York	$156M	-$4.73M	9	0.16%	Reduced
42	Impax Asset Management Group London, United Kingdom	$146M	-$26.5M	2	1.28%	Reduced
43	Federated Hermes Pittsburgh, Pennsylvania	$141M	+$25.4M	6	0.33%	Increased
44	Legal & General Group London, United Kingdom	$139M	+$4.76M	11	0.06%	Increased
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$133M	-$24.2M	11	0.09%	Reduced
46	UBS AM Chicago, Illinois	$127M	+$1.48M	9	0.07%	Increased
47	Zurich Insurance Group Zurich, Switzerland	$126M	-$15.8M	2	2.19%	Reduced
48	Credit Suisse Zurich, Switzerland	$121M	-$4.52M	8	0.07%	Reduced
49	Luther King Capital Management (LKCM) Fort Worth, Texas	$121M	-$17.5M	2	0.76%	Reduced
50	MVP Miller Value Partners Sarasota, Florida	$120M	-$1.73M	1	4.3%	Reduced