← 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
GGHC
Gilder Gagnon Howe & Co
New York
$53.7M +$3.54M 1 0.8% Increased
52
KAM
Keeley Asset Management
Illinois
$53.6M +$1.56M 1 1.07% Increased
53
Guggenheim Capital
Guggenheim Capital
Illinois
$53M -$4.6M 5 0.13% Reduced
54
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$50.3M +$11.4M 1 0.56% Increased
55
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$49.9M -$16.7M 2 0.36% Reduced
56
Charles Schwab
Charles Schwab
California
$49.2M +$6.17M 5 0.07% Increased
57
Eaton Vance Management
Eaton Vance Management
Massachusetts
$47.9M -$4.49M 1 0.14% Reduced
58
Deutsche Bank
Deutsche Bank
Germany
$47.8M +$18.1M 5 0.03% Increased
59
Snyder Capital Management
Snyder Capital Management
California
$47.1M +$655K 1 2.48% Increased
60
Kennedy Capital Management
Kennedy Capital Management
Missouri
$45.8M +$14.2M 3 0.84% Increased
61
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$43.6M +$851K 1 0.29% Increased
62
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$43M -$30.8M 1 0.04% Reduced
63
Cambiar Investors
Cambiar Investors
Colorado
$41.4M +$38.7M 1 0.63% New
64
Wells Fargo
Wells Fargo
California
$40.4M -$2.39M 5 0.02% Reduced
65
Viking Global Investors
Viking Global Investors
Connecticut
$40.3M +$37.8M 1 0.19% New
66
Invesco
Invesco
Georgia
$39.4M +$4.03M 5 0.02% Increased
67
GTP
Global Thematic Partners
New York
$38.9M -$1.13M 1 0.61% Reduced
68
PCM
Palestra Capital Management
New York
$37.6M -$8.2M 1 3.28% Reduced
69
Millennium Management
Millennium Management
New York
$37.1M +$14.3M 4 0.08% Increased
70
PCM
Penn Capital Management
Pennsylvania
$37M +$20M 2 1.55% Increased
71
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$36.9M +$3.27M 1 0.51% Increased
72
Foresters Investment Management
Foresters Investment Management
New York
$34.8M +$50.3K 1 0.69% Increased
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$34.6M -$3.76M 5 0.05% Reduced
74
Ameriprise
Ameriprise
Minnesota
$33.5M -$1.84M 5 0.02% Reduced
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$33.3M -$485K 5 0.05% Reduced
1 2
3
4 5