← 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
LCP
Lombardia Capital Partners
California
$45.8M -$3.59M 1 1.35% Reduced
52
Eaton Vance Management
Eaton Vance Management
Massachusetts
$45.7M +$8.7M 1 0.14% Increased
53
KAM
Keeley Asset Management
Illinois
$45.1M +$1.84M 1 0.92% Increased
54
MAI
Marble Arch Investments
New York
$45M $0 1 3.74% Maintained
55
GGHC
Gilder Gagnon Howe & Co
New York
$42.8M +$31.2M 1 0.62% Increased
56
Snyder Capital Management
Snyder Capital Management
California
$40.3M +$8.14M 1 2.25% Increased
57
PCM
Palestra Capital Management
New York
$39.9M -$966K 1 3.4% Reduced
58
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$38.8M +$25M 5 0.01% Increased
59
1WCM
12 West Capital Management
New York
$38.1M $0 1 4.44% Maintained
60
Teachers Advisors
Teachers Advisors
New York
$37.7M -$360K 5 0.08% Reduced
61
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$37M -$325K 1 0.27% Reduced
62
Charles Schwab
Charles Schwab
California
$35.9M +$63K 5 0.06% Increased
63
GTP
Global Thematic Partners
New York
$35.1M +$8.68M 1 0.53% Increased
64
Wells Fargo
Wells Fargo
California
$35.1M -$1.62M 5 0.01% Reduced
65
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$33M +$15.1M 1 0.4% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$32.3M +$1.13M 5 0.04% Increased
67
CCP
Clough Capital Partners
Massachusetts
$32M +$35.2M 1 1.2% New
68
Bank of America
Bank of America
North Carolina
$31.8M -$16.1M 5 0.01% Reduced
69
SA
Smithwood Advisers
California
$30.6M $0 1 1.96% Maintained
70
Foresters Investment Management
Foresters Investment Management
New York
$30.1M +$1.95M 1 0.64% Increased
71
Invesco
Invesco
Georgia
$29.9M -$5.89M 5 0.01% Reduced
72
Ameriprise
Ameriprise
Minnesota
$29.5M -$4.18M 5 0.02% Reduced
73
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$28.9M +$28.3M 1 0.42% Increased
74
SCM
SeaStone Capital Management
New York
$28.8M +$1.27M 1 3.82% Increased
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$28M -$12.1M 5 0.04% Reduced
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