← 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	Nuveen Charlotte, North Carolina	$454M	-$4.88M	11	0.14%	Reduced
27	Charles Schwab San Francisco, California	$427M	+$47.9M	11	0.16%	Increased
28	Disciplined Growth Investors Minneapolis, Minnesota	$414M	-$85M	3	8.4%	Reduced
29	Goldman Sachs New York	$395M	-$39.1M	14	0.1%	Reduced
30	Primecap Management Pasadena, California	$379M	-$13M	2	0.26%	Reduced
31	FIG Fortress Investment Group New York	$361M	+$264K	2	17.19%	Increased
32	Ninety One (UK) London, United Kingdom	$359M	-$105M	2	1.02%	Reduced
33	AKO Capital London, United Kingdom	$324M	+$51M	1	4%	Increased
34	Artisan Partners Milwaukee, Wisconsin	$321M	-$12.1M	1	0.41%	Reduced
35	Ameriprise Minneapolis, Minnesota	$303M	-$54.7M	13	0.1%	Reduced
36	Federated Hermes Pittsburgh, Pennsylvania	$299M	+$32.2M	8	0.58%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$285M	+$30.8M	12	0.15%	Increased
38	Kayne Anderson Rudnick Investment Management Los Angeles, California	$284M	+$34.3M	1	0.76%	Increased
39	Millennium Management New York	$280M	+$22.9M	15	0.2%	Increased
40	D.E. Shaw & Co New York	$279M	-$56.1M	10	0.27%	Reduced
41	Citadel Advisors Miami, Florida	$268M	-$112M	12	0.07%	Reduced
42	Legal & General Group London, United Kingdom	$249M	-$24M	11	0.09%	Reduced
43	Fuller & Thaler Asset Management San Mateo, California	$243M	+$23.7M	5	1.71%	Increased
44	Impax Asset Management Group London, United Kingdom	$235M	-$29M	2	1.2%	Reduced
45	PIMC Praesidium Investment Management Company New York	$234M	-$11.3M	1	12.09%	Reduced
46	Aberdeen Group Edinburgh, United Kingdom	$224M	-$2.07M	2	0.51%	Reduced
47	CIP Champlain Investment Partners Burlington, Vermont	$223M	-$32.5M	1	1.16%	Reduced
48	Capital International Investors Los Angeles, California	$222M	-$21.9M	1	0.06%	Reduced
49	Arrowstreet Capital Boston, Massachusetts	$222M	-$46.6M	7	0.3%	Reduced
50	ArrowMark Colorado Holdings Denver, Colorado	$212M	-$19.5M	1	1.58%	Reduced