← 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	CIP Champlain Investment Partners Burlington, Vermont	$272M	+$52M	1	1.76%	Increased
27	Charles Schwab San Francisco, California	$260M	+$16.3M	15	0.09%	Increased
28	Nuveen Charlotte, North Carolina	$259M	-$13.8M	15	0.1%	Reduced
29	Norges Bank Oslo, Norway	$252M	-$49.4M	10	0.07%	Reduced
30	Ameriprise Minneapolis, Minnesota	$246M	+$58.5M	10	0.09%	Increased
31	AKO Capital London, United Kingdom	$242M	+$73.4M	1	3.39%	Increased
32	American Century Companies Kansas City, Missouri	$234M	+$19.4M	6	0.19%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$234M	-$22.2M	14	0.13%	Reduced
34	Legal & General Group London, United Kingdom	$200M	-$6.78M	15	0.07%	Reduced
35	Disciplined Growth Investors Minneapolis, Minnesota	$199M	+$46.2M	3	5.34%	Increased
36	Balyasny Asset Management Chicago, Illinois	$178M	+$99.1M	5	0.58%	Increased
37	Impax Asset Management Group London, United Kingdom	$177M	+$47.1M	2	0.86%	Increased
38	Goldman Sachs New York	$177M	-$25.5M	14	0.04%	Reduced
39	AllianceBernstein Nashville, Tennessee	$176M	-$312M	12	0.08%	Reduced
40	William Blair Investment Management Chicago, Illinois	$176M	-$4.41M	3	0.65%	Reduced
41	BNP Paribas Asset Management Paris, France	$173M	+$71.1M	3	0.66%	Increased
42	Franklin Resources San Mateo, California	$172M	-$8.5M	7	0.09%	Reduced
43	Allianz Asset Management Munich, Germany	$170M	-$25M	5	0.16%	Reduced
44	UBS AM Chicago, Illinois	$167M	-$36.8M	14	0.09%	Reduced
45	MIG MGG Investment Group New York	$147M	-$10.8M	1	97.32%	Reduced
46	Millennium Management New York	$141M	+$93.6M	13	0.09%	Increased
47	Nordea Investment Management Stockholm, Sweden	$141M	-$6.25M	2	0.21%	Reduced
48	Swedbank Stockholm, Sweden	$137M	+$38.3M	2	0.31%	Increased
49	ArrowMark Colorado Holdings Denver, Colorado	$136M	+$32.8M	1	1.56%	Increased
50	Russell Investments Group London, United Kingdom	$129M	+$124K	10	0.26%	Increased