← 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
$54.5M +$6.69M 6 0.02% Increased
52
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$49.2M +$5.91M 6 0.04% Increased
53
Millennium Management
Millennium Management
New York
$47.7M +$10.6M 4 0.1% Increased
54
AKO Capital
AKO Capital
United Kingdom
$47.3M +$48.9M 1 6.07% New
55
Two Sigma Advisers
Two Sigma Advisers
New York
$46.1M +$2.18M 3 0.18% Increased
56
SCM
Scopia Capital Management
New York
$46M $0 1 0.87% Maintained
57
BlackRock Group
BlackRock Group
United Kingdom
$44.7M +$3.12M 6 0.02% Increased
58
BlackRock Investment Management
BlackRock Investment Management
Delaware
$42.5M +$3.47M 6 0.05% Increased
59
Renaissance Technologies
Renaissance Technologies
New York
$42.5M +$7M 2 0.07% Increased
60
Guggenheim Capital
Guggenheim Capital
Illinois
$42.3M +$11.3M 4 0.12% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$40.9M +$326K 6 0.06% Increased
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$40.6M -$9.38M 4 0.07% Reduced
63
BCM
Bares Capital Management
Texas
$39.1M +$555K 1 2.33% Increased
64
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$38M +$2.27M 1 4.46% Increased
65
Ameriprise
Ameriprise
Minnesota
$38M +$2.37M 5 0.02% Increased
66
Principal Financial Group
Principal Financial Group
Iowa
$37.9M +$586K 5 0.05% Increased
67
Russell Investments Group
Russell Investments Group
United Kingdom
$37.6M +$36.4M 6 0.07% New
68
Silvercrest Asset Management
Silvercrest Asset Management
New York
$36.8M +$9.45M 1 0.41% Increased
69
Adage Capital Partners
Adage Capital Partners
Massachusetts
$36.1M -$884K 1 0.1% Reduced
70
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$36M -$877K 1 0.06% Reduced
71
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$35.4M +$1.39M 1 1.08% Increased
72
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$35M -$465K 1 0.45% Reduced
73
Emerald Advisers
Emerald Advisers
Pennsylvania
$34.9M +$8.99M 2 1.49% Increased
74
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$34.2M +$457K 1 0.33% Increased
75
Legal & General Group
Legal & General Group
United Kingdom
$31.8M +$27.2M 6 0.03% Increased