← 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
51
Legal & General Group
Legal & General Group
United Kingdom
$147M +$4.55M 9 0.03% Increased
52
Gotham Asset Management
Gotham Asset Management
New York
$146M +$48.8M 5 0.34% Increased
53
Brandes Investment Partners
Brandes Investment Partners
California
$145M +$7.24M 1 1.02% Increased
54
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$143M +$29.2M 1 4.59% Increased
55
Robeco Schweiz
Robeco Schweiz
Switzerland
$141M +$1.15M 1 2.26% Increased
56
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$138M +$569K 1 0.56% Increased
57
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$137M -$93.1K 3 0.37% Reduced
58
Wasatch Advisors
Wasatch Advisors
Utah
$135M +$16.1M 2 0.88% Increased
59
A6
Anchor @ 65
Singapore
$131M $0 1 37.05% Maintained
60
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$129M +$38.8M 1 1.49% Increased
61
Federated Hermes
Federated Hermes
Pennsylvania
$128M -$7.27M 8 0.18% Reduced
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$127M -$66.8M 12 0.02% Reduced
63
Victory Capital Management
Victory Capital Management
Texas
$126M +$4.89M 9 0.07% Increased
64
NSGL
No Street GP LP
California
$124M -$31.3M 1 7.48% Reduced
65
Millennium Management
Millennium Management
New York
$124M +$9.51M 8 0.04% Increased
66
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$123M +$102M 2 0.85% Increased
67
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$120M +$116M 1 0.47% New
68
Principal Financial Group
Principal Financial Group
Iowa
$120M +$4.07M 8 0.06% Increased
69
Coatue Management
Coatue Management
New York
$114M $0 1 0.24% Maintained
70
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$113M -$31.2M 1 1.61% Reduced
71
Two Sigma Investments
Two Sigma Investments
New York
$113M -$36M 9 0.08% Reduced
72
Evercore Wealth Management
Evercore Wealth Management
New York
$108M -$3.92M 1 1.53% Reduced
73
SG Americas Securities
SG Americas Securities
New York
$104M +$59.7M 9 0.06% Increased
74
Citadel Advisors
Citadel Advisors
Florida
$102M +$31M 9 0.01% Increased
75
Jennison Associates
Jennison Associates
New York
$102M -$43.4M 1 0.06% Reduced