← 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
Federated Hermes
Federated Hermes
Pennsylvania
$399M +$14.7M 8 0.76% Increased
27
Charles Schwab
Charles Schwab
California
$384M -$45.6M 14 0.13% Reduced
28
William Blair Investment Management
William Blair Investment Management
Illinois
$357M -$219M 4 1.01% Reduced
29
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$354M +$21.5M 1 0.86% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$348M -$8.46M 14 0.17% Reduced
31
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$348M -$104M 4 0.83% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$343M +$68.3M 13 0.11% Increased
33
Goldman Sachs
Goldman Sachs
New York
$337M -$8.54K 14 0.07% Reduced
34
Capital International Investors
Capital International Investors
California
$331M +$13.2M 2 0.08% Increased
35
CIP
Champlain Investment Partners
Vermont
$330M +$14.4M 1 1.58% Increased
36
Artisan Partners
Artisan Partners
Wisconsin
$322M -$68.9M 1 0.39% Reduced
37
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$313M -$4M 3 6.21% Reduced
38
Allianz Asset Management
Allianz Asset Management
Germany
$292M +$162M 4 0.23% Increased
39
BCVI
Bain Capital Venture Investors
Massachusetts
$286M +$272M 1 17.99% New
40
AKO Capital
AKO Capital
United Kingdom
$263M +$5.94M 1 2.73% Increased
41
Aberdeen Group
Aberdeen Group
United Kingdom
$260M -$11.3M 3 0.59% Reduced
42
Ameriprise
Ameriprise
Minnesota
$256M -$13.1M 11 0.08% Reduced
43
Ariel Investments
Ariel Investments
Illinois
$247M +$142M 2 2.26% Increased
44
Primecap Management
Primecap Management
California
$241M -$7.89M 2 0.17% Reduced
45
FIG
Fortress Investment Group
New York
$238M $0 1 13.39% Maintained
46
Boston Partners
Boston Partners
Massachusetts
$235M +$114M 3 0.3% Increased
47
American Century Companies
American Century Companies
Missouri
$235M +$23.8M 6 0.16% Increased
48
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$229M -$22.5M 2 0.94% Reduced
49
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$225M +$51.2M 10 0.46% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$222M +$52.7M 11 0.12% Increased