← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$51.2M +$40.1M 5 0.12% Increased
52
Glenview Capital Management
Glenview Capital Management
New York
$50.2M +$48.4M 1 0.33% New
53
Frontier Capital Management
Frontier Capital Management
Massachusetts
$47.3M -$1.74M 1 0.34% Reduced
54
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$47.1M +$34.2M 2 0.18% Increased
55
Nomura Holdings
Nomura Holdings
Japan
$46.9M +$44.5M 3 0.01% Increased
56
Goldman Sachs
Goldman Sachs
New York
$46.1M -$29.5M 5 0.02% Reduced
57
LCP
Lombardia Capital Partners
California
$43M +$2.75M 1 1.18% Increased
58
Credit Suisse
Credit Suisse
Switzerland
$42.4M -$3.96M 5 0.04% Reduced
59
Teachers Advisors
Teachers Advisors
New York
$41.7M +$17M 5 0.09% Increased
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$39.7M -$3.11M 5 0.06% Reduced
61
Renaissance Technologies
Renaissance Technologies
New York
$39.2M +$3.12M 2 0.09% Increased
62
Deutsche Bank
Deutsche Bank
Germany
$38.9M +$12.6M 5 0.03% Increased
63
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$37.9M +$2.5M 1 0.09% Increased
64
PCM
Palestra Capital Management
New York
$37.6M +$14.7M 1 4.83% Increased
65
Charles Schwab
Charles Schwab
California
$37.6M +$4.1M 5 0.07% Increased
66
MAI
Marble Arch Investments
New York
$36.6M +$35.3M 1 2.83% New
67
Ameriprise
Ameriprise
Minnesota
$36.3M -$21.2M 5 0.02% Reduced
68
SCM
SeaStone Capital Management
New York
$35.3M +$7.18M 1 3.65% Increased
69
Principal Financial Group
Principal Financial Group
Iowa
$34.3M +$1.05M 5 0.06% Increased
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$33.6M +$1.65M 5 0.05% Increased
71
SA
Smithwood Advisers
California
$33.5M +$32.3M 1 2.35% New
72
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$33.3M -$5.37M 1 0.4% Reduced
73
1WCM
12 West Capital Management
New York
$33.1M +$31.9M 1 5.29% New
74
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$32.4M -$6.87M 3 0.73% Reduced
75
Foresters Investment Management
Foresters Investment Management
New York
$32.1M -$16.6M 1 0.7% Reduced