← 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	Ariel Investments Chicago, Illinois	$362M	+$104M	2	3.05%	Increased
27	CIP Champlain Investment Partners Burlington, Vermont	$340M	+$65.8M	1	1.54%	Increased
28	Allspring Global Investments Charlotte, North Carolina	$337M	+$396M	12	0.37%	New
29	Boston Partners Boston, Massachusetts	$325M	+$84.9M	3	0.39%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$321M	-$6.35M	13	0.14%	Reduced
31	Legal & General Group London, United Kingdom	$309M	-$2.87M	14	0.09%	Reduced
32	Artisan Partners Milwaukee, Wisconsin	$306M	+$34.4M	1	0.36%	Increased
33	Federated Hermes Pittsburgh, Pennsylvania	$306M	-$50.3M	9	0.57%	Reduced
34	Allianz Asset Management Munich, Germany	$288M	+$29.7M	4	0.2%	Increased
35	American Century Companies Kansas City, Missouri	$282M	+$84.4M	7	0.18%	Increased
36	Goldman Sachs New York	$281M	-$47.2M	15	0.06%	Reduced
37	Disciplined Growth Investors Minneapolis, Minnesota	$281M	-$1.22M	3	5.65%	Reduced
38	UBS AM Chicago, Illinois	$278M	-$282M	12	0.11%	Reduced
39	William Blair Investment Management Chicago, Illinois	$277M	-$92.5M	3	0.75%	Reduced
40	Lord, Abbett & Co Jersey City, New Jersey	$267M	-$46.5M	4	0.61%	Reduced
41	Capital International Investors Los Angeles, California	$250M	-$55.4M	2	0.05%	Reduced
42	FIG Fortress Investment Group New York	$246M	$0	1	9.44%	Maintained
43	Franklin Resources San Mateo, California	$245M	+$77.2M	7	0.09%	Increased
44	Ameriprise Minneapolis, Minnesota	$241M	+$7.44M	10	0.07%	Increased
45	Impax Asset Management Group London, United Kingdom	$232M	+$41M	2	0.85%	Increased
46	Aberdeen Group Edinburgh, United Kingdom	$217M	-$7.41M	3	0.48%	Reduced
47	Primecap Management Pasadena, California	$215M	-$17M	2	0.15%	Reduced
48	MIG MGG Investment Group New York	$214M	+$217M	1	94.86%	New
49	BCVI Bain Capital Venture Investors Boston, Massachusetts	$213M	$0	1	13.44%	Maintained
50	Millennium Management New York	$201M	+$44.2M	11	0.1%	Increased