← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$263M +$15M 1 0.08% Increased
27
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$245M +$118M 9 0.2% Increased
28
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$243M +$8.31M 2 4.61% Increased
29
AllianceBernstein
AllianceBernstein
Tennessee
$239M +$1.74M 11 0.08% Increased
30
Bank of America
Bank of America
North Carolina
$224M -$88.4M 13 0.02% Reduced
31
Nuveen
Nuveen
North Carolina
$212M +$24.5M 11 0.06% Increased
32
Wells Fargo
Wells Fargo
California
$210M -$8.96M 10 0.05% Reduced
33
Capital World Investors
Capital World Investors
California
$207M -$10.1M 1 0.03% Reduced
34
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$176M +$530K 3 0.67% Increased
35
Pictet Asset Management
Pictet Asset Management
Switzerland
$176M -$7.82M 8 0.19% Reduced
36
Nordea Investment Management
Nordea Investment Management
Sweden
$169M +$13.2M 3 0.18% Increased
37
CCM
Coliseum Capital Management
Connecticut
$161M +$48.3M 1 13.31% Increased
38
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$158M +$101M 10 0.21% Increased
39
Ameriprise
Ameriprise
Minnesota
$157M -$35.2M 11 0.04% Reduced
40
UBS AM
UBS AM
Illinois
$154M +$9.09M 8 0.04% Increased
41
Envestnet Asset Management
Envestnet Asset Management
Illinois
$149M +$5.06M 7 0.05% Increased
42
Macquarie Group
Macquarie Group
Australia
$149M -$47.4M 2 0.18% Reduced
43
BCM
Brown Capital Management
Maryland
$145M -$24.5M 1 3.37% Reduced
44
A6
Anchor @ 65
Singapore
$134M +$125M 1 32.68% New
45
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$132M +$20.4M 3 6.26% Increased
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M -$8.98M 10 0.03% Reduced
47
Russell Investments Group
Russell Investments Group
United Kingdom
$131M -$16.4M 9 0.18% Reduced
48
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$130M -$16M 1 0.59% Reduced
49
Raymond James Financial
Raymond James Financial
Florida
$127M +$137M 8 0.05% New
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M +$26.4M 9 0.11% Increased