← 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
Morgan Stanley
Morgan Stanley
New York
$53.2M -$20.6M 5 0.02% Reduced
52
KAM
Keeley Asset Management
Illinois
$52.2M +$676K 1 0.94% Increased
53
Frontier Capital Management
Frontier Capital Management
Massachusetts
$52M -$1.85M 1 0.38% Reduced
54
Scout Investments
Scout Investments
Missouri
$51.6M -$6.6M 2 0.6% Reduced
55
LCP
Lombardia Capital Partners
California
$48.8M -$328K 1 1.31% Reduced
56
PCM
Palestra Capital Management
New York
$48.5M +$7.05M 1 4% Increased
57
VOYA Investment Management
VOYA Investment Management
Georgia
$47.6M +$3.82M 5 0.11% Increased
58
Eaton Vance Management
Eaton Vance Management
Massachusetts
$45.4M +$3.11M 1 0.13% Increased
59
1WCM
12 West Capital Management
New York
$45.3M +$8.62M 1 5.8% Increased
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$44.9M +$4.55M 5 0.07% Increased
61
Teachers Advisors
Teachers Advisors
New York
$44.9M +$823K 5 0.09% Increased
62
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$44.9M +$48.4M 1 0.35% New
63
Invesco
Invesco
Georgia
$42.8M -$65.5M 5 0.02% Reduced
64
Charles Schwab
Charles Schwab
California
$41.5M +$3.54M 5 0.07% Increased
65
TimesSquare Capital Management
TimesSquare Capital Management
New York
$41.2M +$44.5M 1 0.22% New
66
Wells Fargo
Wells Fargo
California
$40.3M -$15.8M 5 0.02% Reduced
67
ESG
Emerging Sovereign Group
New York
$40.3M +$37.4M 1 1.31% New
68
Snyder Capital Management
Snyder Capital Management
California
$39.5M +$42.7M 1 1.83% New
69
Ameriprise
Ameriprise
Minnesota
$38.3M +$3.87M 5 0.02% Increased
70
CCM
Century Capital Management
Massachusetts
$37.2M -$6.17M 1 1.96% Reduced
71
GTP
Global Thematic Partners
New York
$36.9M +$32.6M 1 0.57% New
72
SA
Smithwood Advisers
California
$36.4M $0 1 2.6% Maintained
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$36M +$1.37M 5 0.05% Increased
74
CCONH
Crosby Company of New Hampshire
New Hampshire
$35.8M +$38.7M 1 21.54% New
75
Principal Financial Group
Principal Financial Group
Iowa
$35.2M +$617K 5 0.06% Increased