← 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	$206M	+$40M	1	1.3%	Increased
27	Nuveen Charlotte, North Carolina	$197M	+$34.2M	14	0.07%	Increased
28	Millennium Management New York	$196M	-$47.2M	12	0.11%	Reduced
29	Goldman Sachs New York	$188M	+$8.87M	14	0.04%	Increased
30	Disciplined Growth Investors Minneapolis, Minnesota	$181M	-$15.5M	4	4.64%	Reduced
31	Ninety One (UK) London, United Kingdom	$170M	-$14.4M	2	0.53%	Reduced
32	Bank of America Charlotte, North Carolina	$165M	+$19.1M	15	0.02%	Increased
33	AllianceBernstein Nashville, Tennessee	$152M	-$28.1M	12	0.07%	Reduced
34	Ameriprise Minneapolis, Minnesota	$150M	-$3.65M	10	0.05%	Reduced
35	Franklin Resources San Mateo, California	$148M	-$2.55M	6	0.07%	Reduced
36	Thrivent Financial for Lutherans Minneapolis, Minnesota	$147M	+$3.43M	8	0.36%	Increased
37	William Blair Investment Management Chicago, Illinois	$145M	+$3.86M	3	0.51%	Increased
38	CCM Coliseum Capital Management Rowayton, Connecticut	$142M	+$16.1M	1	10.77%	Increased
39	Macquarie Group Sydney, NSW 2000, Australia	$140M	+$56.8M	3	0.17%	Increased
40	Renaissance Technologies New York	$135M	-$14.5M	10	0.18%	Reduced
41	Nordea Investment Management Stockholm, Sweden	$132M	-$7.22M	2	0.19%	Reduced
42	Citadel Advisors Miami, Florida	$129M	-$3.95M	14	0.03%	Reduced
43	Legal & General Group London, United Kingdom	$128M	-$3.28M	14	0.05%	Reduced
44	Fuller & Thaler Asset Management San Mateo, California	$128M	+$22.2M	2	0.74%	Increased
45	Russell Investments Group London, United Kingdom	$126M	-$2.92M	11	0.25%	Reduced
46	Impax Asset Management Group London, United Kingdom	$123M	-$832K	1	0.51%	Reduced
47	Intermede Investment Partners London, United Kingdom	$119M	+$524K	1	2.92%	Increased
48	Primecap Management Pasadena, California	$112M	-$2M	2	0.1%	Reduced
49	Two Sigma Advisers New York	$111M	+$8.83M	8	0.29%	Increased
50	Wells Fargo San Francisco, California	$108M	+$4.09M	14	0.03%	Increased