← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$264M +$18.3M 6 0.1% Increased
27
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$255M -$16.1M 2 5.21% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$253M +$13.9M 10 0.08% Increased
29
CCM
Coliseum Capital Management
Connecticut
$242M +$47.4M 1 19.85% Increased
30
Goldman Sachs
Goldman Sachs
New York
$233M -$23.5M 12 0.03% Reduced
31
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$231M +$246M 12 0.06% New
32
Franklin Resources
Franklin Resources
California
$226M +$14.8M 8 0.06% Increased
33
Bank of New York Mellon
Bank of New York Mellon
New York
$223M +$4.63M 11 0.04% Increased
34
Nuveen
Nuveen
North Carolina
$212M +$5.38M 10 0.06% Increased
35
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$208M +$3.36M 2 0.68% Increased
36
Nordea Investment Management
Nordea Investment Management
Sweden
$203M -$3.27M 3 0.19% Reduced
37
LSV Asset Management
LSV Asset Management
Illinois
$201M +$15M 2 0.43% Increased
38
JP Morgan Chase
JP Morgan Chase
New York
$189M -$35M 12 0.01% Reduced
39
Wells Fargo
Wells Fargo
California
$174M -$13.5M 10 0.03% Reduced
40
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M -$22M 7 0.05% Reduced
41
A6
Anchor @ 65
Singapore
$172M $0 1 47.66% Maintained
42
Amundi
Amundi
France
$170M +$57.2M 7 0.05% Increased
43
Vontobel Holding
Vontobel Holding
Switzerland
$164M +$169M 2 0.56% Increased
44
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$155M -$15.6M 13 0.03% Reduced
45
Neuberger Berman Group
Neuberger Berman Group
New York
$153M +$1.57M 7 0.12% Increased
46
UBS AM
UBS AM
Illinois
$152M +$6.75M 9 0.03% Increased
47
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$150M +$2.75M 1 1.86% Increased
48
Raymond James Financial
Raymond James Financial
Florida
$147M -$2.73M 8 0.05% Reduced
49
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$147M -$2.67M 3 0.5% Reduced
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$147M +$12.5M 9 0.13% Increased