← 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
Deutsche Bank
Deutsche Bank
Germany
$227M -$10.4M 13 0.12% Reduced
27
Nuveen
Nuveen
North Carolina
$193M -$27.8M 13 0.06% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$193M -$17.9M 14 0.04% Reduced
29
William Blair Investment Management
William Blair Investment Management
Illinois
$190M -$4.07M 4 0.55% Reduced
30
Ninety One (UK)
Ninety One (UK)
United Kingdom
$188M -$3.85M 2 0.56% Reduced
31
AllianceBernstein
AllianceBernstein
Tennessee
$183M -$11.8M 11 0.07% Reduced
32
Neuberger Berman Group
Neuberger Berman Group
New York
$181M +$77.3M 4 0.08% Increased
33
Capital World Investors
Capital World Investors
California
$178M +$132M 2 0.03% Increased
34
Nordea Investment Management
Nordea Investment Management
Sweden
$172M +$8.16M 2 0.22% Increased
35
Macquarie Group
Macquarie Group
Australia
$170M +$5.28M 2 0.2% Increased
36
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$167M -$3.1M 2 0.85% Reduced
37
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$158M -$36.8M 3 3.45% Reduced
38
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$149M -$1.78M 1 0.6% Reduced
39
Wells Fargo
Wells Fargo
California
$147M -$5.05M 13 0.04% Reduced
40
Millennium Management
Millennium Management
New York
$143M +$60.8M 11 0.06% Increased
41
Russell Investments Group
Russell Investments Group
United Kingdom
$134M -$6.26M 13 0.24% Reduced
42
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$131M -$4.56M 1 2.98% Reduced
43
Amundi
Amundi
France
$127M -$11.6M 7 0.06% Reduced
44
Wellington Management Group
Wellington Management Group
Massachusetts
$127M +$33.8M 3 0.02% Increased
45
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$125M -$6.13M 2 7.17% Reduced
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$124M -$2.8M 14 0.03% Reduced
47
Legal & General Group
Legal & General Group
United Kingdom
$124M -$11.6M 13 0.04% Reduced
48
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$121M +$102M 1 0.04% New
49
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$118M +$17.2M 2 0.42% Increased
50
Primecap Management
Primecap Management
California
$115M +$207K 2 0.09% Increased