← 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$329M +$22M 1 0.87% Increased
27
Charles Schwab
Charles Schwab
California
$322M +$11.5M 15 0.1% Increased
28
CIP
Champlain Investment Partners
Vermont
$322M +$34.9M 1 1.67% Increased
29
American Century Companies
American Century Companies
Missouri
$319M +$69M 7 0.22% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$315M +$46M 13 0.15% Increased
31
Goldman Sachs
Goldman Sachs
New York
$281M +$57M 14 0.06% Increased
32
Legal & General Group
Legal & General Group
United Kingdom
$274M +$12.8M 14 0.08% Increased
33
Ameriprise
Ameriprise
Minnesota
$264M +$60.2M 10 0.08% Increased
34
Allianz Asset Management
Allianz Asset Management
Germany
$262M +$17M 4 0.2% Increased
35
Artisan Partners
Artisan Partners
Wisconsin
$261M +$2.37M 1 0.34% Increased
36
UBS AM
UBS AM
Illinois
$260M +$46.6M 12 0.11% Increased
37
Allspring Global Investments
Allspring Global Investments
North Carolina
$251M -$34M 12 0.32% Reduced
38
Franklin Resources
Franklin Resources
California
$245M +$29.4M 7 0.1% Increased
39
Capital International Investors
Capital International Investors
California
$215M -$65.7K 2 0.05% Reduced
40
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$209M +$5.31M 3 4.53% Increased
41
Federated Hermes
Federated Hermes
Pennsylvania
$204M -$57.7M 8 0.46% Reduced
42
AKO Capital
AKO Capital
United Kingdom
$197M +$75.5M 1 2.12% Increased
43
William Blair Investment Management
William Blair Investment Management
Illinois
$197M -$21.8M 3 0.59% Reduced
44
Primecap Management
Primecap Management
California
$196M -$4.4M 2 0.15% Reduced
45
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$194M -$2.44M 2 0.8% Reduced
46
MIG
MGG Investment Group
New York
$193M $0 1 96.52% Maintained
47
FIG
Fortress Investment Group
New York
$170M $0 1 9.24% Maintained
48
Nordea Investment Management
Nordea Investment Management
Sweden
$170M +$178M 2 0.21% Increased
49
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$162M -$8.86M 10 0.32% Reduced
50
Aberdeen Group
Aberdeen Group
United Kingdom
$162M -$30.3M 2 0.42% Reduced