← 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
AKO Capital
AKO Capital
United Kingdom
$73.4M +$9.6M 1 4.34% Increased
52
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$73.2M -$3.54M 1 0.73% Reduced
53
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$73.2M -$2.12M 7 0.05% Reduced
54
Generation Investment Management
Generation Investment Management
United Kingdom
$71.7M +$18.5M 1 0.7% Increased
55
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$67.2M +$52.4M 2 0.2% Increased
56
BCM
Brown Capital Management
Maryland
$66.9M +$66.9M 1 0.76% New
57
VOYA Investment Management
VOYA Investment Management
Georgia
$65.7M +$23M 7 0.14% Increased
58
SoftBank Group
SoftBank Group
Japan
$64.5M $0 1 0.39% Maintained
59
Renaissance Technologies
Renaissance Technologies
New York
$63.5M +$15.9M 5 0.07% Increased
60
Wells Fargo
Wells Fargo
California
$62.8M -$47.9M 7 0.02% Reduced
61
Invesco
Invesco
Georgia
$62.6M -$40M 7 0.02% Reduced
62
Ninety One (UK)
Ninety One (UK)
United Kingdom
$60.6M -$7.11M 1 0.32% Reduced
63
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$60.2M +$1.68M 1 1.18% Increased
64
Teachers Advisors
Teachers Advisors
New York
$59.3M -$12.8M 7 0.08% Reduced
65
Marshall Wace North America
Marshall Wace North America
New York
$58.7M +$63.2M 5 0.29% Increased
66
Two Sigma Advisers
Two Sigma Advisers
New York
$58.3M +$23.7M 5 0.16% Increased
67
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$55.9M -$34.7M 1 0.14% Reduced
68
Principal Financial Group
Principal Financial Group
Iowa
$54.9M -$11.2K 6 0.05% Reduced
69
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$52.5M +$349K 2 0.44% Increased
70
Vident Investment Advisory
Vident Investment Advisory
Georgia
$48.2M +$13.9M 2 1.96% Increased
71
Silvercrest Asset Management
Silvercrest Asset Management
New York
$48M +$259K 1 0.47% Increased
72
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$47.3M +$1.37M 1 1.26% Increased
73
WM
WS Management
Florida
$47.1M +$732K 1 1.24% Increased
74
Riverbridge Partners
Riverbridge Partners
Minnesota
$46.4M +$602K 1 0.85% Increased
75
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$45.9M -$11.9M 1 3.94% Reduced