← 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	AllianceBernstein Nashville, Tennessee	$208M	-$35.5M	12	0.09%	Reduced
27	Fidelity Investments Boston, Massachusetts	$194M	+$78M	14	0.02%	Increased
28	Disciplined Growth Investors Minneapolis, Minnesota	$185M	+$11.2M	4	4.73%	Increased
29	Ninety One (UK) London, United Kingdom	$180M	-$111M	2	0.58%	Reduced
30	JP Morgan Chase New York	$180M	+$7.91M	15	0.02%	Increased
31	Goldman Sachs New York	$178M	-$23.7M	13	0.04%	Reduced
32	Balyasny Asset Management Chicago, Illinois	$161M	-$33.4M	4	0.44%	Reduced
33	Nuveen Charlotte, North Carolina	$158M	-$8.28M	15	0.06%	Reduced
34	CIP Champlain Investment Partners Burlington, Vermont	$157M	+$32.9M	1	1.01%	Increased
35	William Blair Investment Management Chicago, Illinois	$149M	+$6.35M	4	0.57%	Increased
36	Ameriprise Minneapolis, Minnesota	$148M	-$15.2M	11	0.05%	Reduced
37	Renaissance Technologies New York	$140M	+$76.8M	10	0.19%	Increased
38	Bank of America Charlotte, North Carolina	$138M	-$98.2M	16	0.02%	Reduced
39	Nordea Investment Management Stockholm, Sweden	$138M	-$16.1M	2	0.21%	Reduced
40	Franklin Resources San Mateo, California	$136M	-$23.9M	6	0.07%	Reduced
41	Two Sigma Investments New York	$132M	+$113M	8	0.41%	Increased
42	Citadel Advisors Miami, Florida	$130M	-$38.9M	14	0.03%	Reduced
43	Russell Investments Group London, United Kingdom	$127M	+$10.2M	11	0.26%	Increased
44	Legal & General Group London, United Kingdom	$126M	-$6.64M	15	0.05%	Reduced
45	Thrivent Financial for Lutherans Minneapolis, Minnesota	$124M	+$21.5M	9	0.32%	Increased
46	Amundi Paris, France	$118M	+$17.7M	7	0.06%	Increased
47	Intermede Investment Partners London, United Kingdom	$117M	-$10.1K	1	3.26%	Reduced
48	Impax Asset Management Group London, United Kingdom	$115M	+$31.2M	1	0.52%	Increased
49	Primecap Management Pasadena, California	$110M	-$15M	2	0.1%	Reduced
50	CCM Coliseum Capital Management Rowayton, Connecticut	$108M	-$12.9M	1	8.06%	Reduced