← 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	$336M	+$54.1M	12	0.09%	Increased
27	UBS AM Chicago, Illinois	$335M	+$170M	9	0.16%	Increased
28	Citadel Advisors Miami, Florida	$313M	+$141M	12	0.08%	Increased
29	Lord, Abbett & Co Jersey City, New Jersey	$313M	+$2.26M	4	0.83%	Increased
30	Charles Schwab San Francisco, California	$297M	+$1.3M	11	0.12%	Increased
31	Brown Brothers Harriman & Co New York	$296M	-$56.6M	3	1.97%	Reduced
32	Morgan Stanley New York	$294M	+$28.3M	12	0.05%	Increased
33	Ameriprise Minneapolis, Minnesota	$281M	-$75.6M	11	0.1%	Reduced
34	Primecap Management Pasadena, California	$276M	-$26.2M	2	0.21%	Reduced
35	AKO Capital London, United Kingdom	$248M	+$12.8M	1	3.2%	Increased
36	D.E. Shaw & Co New York	$245M	+$20.6M	9	0.22%	Increased
37	T. Rowe Price Associates Baltimore, Maryland	$236M	-$213M	11	0.02%	Reduced
38	Artisan Partners Milwaukee, Wisconsin	$233M	+$111M	1	0.28%	Increased
39	Kayne Anderson Rudnick Investment Management Los Angeles, California	$229M	+$24.8M	3	0.66%	Increased
40	Legal & General Group London, United Kingdom	$216M	+$39.8M	11	0.08%	Increased
41	Federated Hermes Pittsburgh, Pennsylvania	$210M	+$19.3M	9	0.43%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$208M	+$42.7M	11	0.13%	Increased
43	AKRE Capital Management Middleburg, Virginia	$205M	$0	1	1.39%	Maintained
44	Millennium Management New York	$196M	-$29.2M	11	0.14%	Reduced
45	Arrowstreet Capital Boston, Massachusetts	$193M	-$66M	11	0.27%	Reduced
46	Riverbridge Partners Minneapolis, Minnesota	$190M	+$11M	1	2.09%	Increased
47	PIMC Praesidium Investment Management Company New York	$186M	-$2.25M	1	9.55%	Reduced
48	Impax Asset Management Group London, United Kingdom	$185M	+$13M	2	1.18%	Increased
49	CIP Champlain Investment Partners Burlington, Vermont	$180M	+$106M	1	1.03%	Increased
50	Capital International Investors Los Angeles, California	$172M	-$14.1M	2	0.05%	Reduced