← 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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$466M -$109M 4 1.12% Reduced
27
Charles Schwab
Charles Schwab
California
$461M -$1.72M 11 0.15% Reduced
28
Ninety One (UK)
Ninety One (UK)
United Kingdom
$431M +$5.84M 2 1.12% Increased
29
Federated Hermes
Federated Hermes
Pennsylvania
$400M +$42.3M 8 0.74% Increased
30
Artisan Partners
Artisan Partners
Wisconsin
$393M -$11.4M 1 0.47% Reduced
31
Deutsche Bank
Deutsche Bank
Germany
$375M +$55.8M 12 0.18% Increased
32
Goldman Sachs
Goldman Sachs
New York
$373M -$40.7M 13 0.08% Reduced
33
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$365M +$27.3M 3 6.96% Increased
34
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$352M +$36.1M 1 0.87% Increased
35
Capital International Investors
Capital International Investors
California
$334M +$52.3M 2 0.08% Increased
36
FIG
Fortress Investment Group
New York
$332M -$250K 1 13.72% Reduced
37
CIP
Champlain Investment Partners
Vermont
$321M +$31.2M 1 1.53% Increased
38
Legal & General Group
Legal & General Group
United Kingdom
$295M +$20.4M 11 0.1% Increased
39
Primecap Management
Primecap Management
California
$290M -$10.4M 2 0.2% Reduced
40
Ameriprise
Ameriprise
Minnesota
$290M -$41.3M 13 0.09% Reduced
41
Citadel Advisors
Citadel Advisors
Florida
$282M +$6.35M 14 0.06% Increased
42
Aberdeen Group
Aberdeen Group
United Kingdom
$278M +$511K 3 0.61% Increased
43
AKO Capital
AKO Capital
United Kingdom
$271M -$85.8M 1 3.06% Reduced
44
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$255M -$34.7M 2 1.12% Reduced
45
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$236M -$2.23M 4 1.53% Reduced
46
Barclays
Barclays
United Kingdom
$235M +$3.35M 11 0.11% Increased
47
D.E. Shaw & Co
D.E. Shaw & Co
New York
$226M -$45.1M 12 0.19% Reduced
48
PIMC
Praesidium Investment Management Company
New York
$224M -$24.5M 1 11.95% Reduced
49
American Century Companies
American Century Companies
Missouri
$218M +$13.5M 7 0.15% Increased
50
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$216M -$40.3M 2 1.63% Reduced