← 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
Two Sigma Investments
Two Sigma Investments
New York
$48.3M +$8.84M 2 0.23% Increased
52
Charles Schwab
Charles Schwab
California
$47.6M -$1.07M 6 0.06% Reduced
53
CCI
Columbus Circle Investors
$45.7M -$122K 1 0.41% Reduced
54
Kennedy Capital Management
Kennedy Capital Management
Missouri
$44.1M -$1.44M 3 0.9% Reduced
55
CRM
Cramer Rosenthal McGlynn
Connecticut
$43.9M -$11.5M 2 0.69% Reduced
56
Guggenheim Capital
Guggenheim Capital
Illinois
$43.2M -$7.8M 3 0.14% Reduced
57
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$43.2M +$18.2M 4 0.12% Increased
58
BCM
Bares Capital Management
Texas
$42.9M +$33M 1 3.11% New
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$41.9M +$2.62M 6 0.06% Increased
60
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37.5M +$16.6M 3 0.12% Increased
61
BlackRock Group
BlackRock Group
United Kingdom
$36.5M +$1.41M 5 0.02% Increased
62
Morgan Stanley
Morgan Stanley
New York
$36.4M -$4.85M 6 0.01% Reduced
63
SCM
Scopia Capital Management
New York
$35.6M +$30.8M 1 0.66% New
64
Artisan Partners
Artisan Partners
Wisconsin
$35.5M -$119M 2 0.07% Reduced
65
Millennium Management
Millennium Management
New York
$34.6M +$18.6M 2 0.09% Increased
66
BlackRock Investment Management
BlackRock Investment Management
Delaware
$34.2M +$84.7K 6 0.04% Increased
67
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.8M +$2.37M 1 0.09% Increased
68
Ameriprise
Ameriprise
Minnesota
$33.5M +$1.54M 5 0.02% Increased
69
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$33.1M +$9.41M 4 0.57% Increased
70
Williams Jones & Associates
Williams Jones & Associates
New York
$33.1M +$476K 1 1.54% Increased
71
Russell Frank Company
Russell Frank Company
Washington
$31.7M +$5.29M 5 0.06% Increased
72
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$31M -$264K 1 0.31% Reduced
73
Cambiar Investors
Cambiar Investors
Colorado
$30.6M -$4.07M 1 0.44% Reduced
74
California Public Employees Retirement System
California Public Employees Retirement System
California
$30.6M -$2.19M 6 0.05% Reduced
75
KAM
Keeley Asset Management
Illinois
$30.4M -$7M 1 1.16% Reduced