← 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
$74.9M +$8.64M 1 4.05% Increased
52
William Blair Investment Management
William Blair Investment Management
Illinois
$72.2M -$1.65M 2 0.27% Reduced
53
Ninety One (UK)
Ninety One (UK)
United Kingdom
$71.8M +$3.28M 1 0.36% Increased
54
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$70.7M +$4.46M 1 0.65% Increased
55
Legal & General Group
Legal & General Group
United Kingdom
$70.7M -$5.62M 7 0.05% Reduced
56
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$69.7M +$3.22M 1 0.17% Increased
57
Williams Jones & Associates
Williams Jones & Associates
New York
$69.6M -$8.17M 1 1.53% Reduced
58
VOYA Investment Management
VOYA Investment Management
Georgia
$69.6M +$7.46M 7 0.15% Increased
59
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$66.2M +$3.39M 2 0.19% Increased
60
Findlay Park Partners
Findlay Park Partners
United Kingdom
$62.1M -$26.6M 1 0.6% Reduced
61
Wells Fargo
Wells Fargo
California
$61.5M -$588K 7 0.02% Reduced
62
PGH
Partners Group Holding
Switzerland
$60.6M +$58.2M 1 7% New
63
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$59.8M +$5.36M 1 1.17% Increased
64
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$59.5M +$1.19M 2 0.49% Increased
65
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$55.7M -$15M 7 0.04% Reduced
66
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.3M +$20.4M 7 0.06% Increased
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55.1M +$16.3M 4 0.1% Increased
68
MVP
Miller Value Partners
Florida
$55M +$52.8M 1 2.05% New
69
Teachers Advisors
Teachers Advisors
New York
$52.9M -$8.97M 7 0.07% Reduced
70
Principal Financial Group
Principal Financial Group
Iowa
$51.9M -$1.05M 7 0.05% Reduced
71
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.6M -$6.82M 7 0.02% Reduced
72
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$51.5M -$20.6M 1 0.12% Reduced
73
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$51M +$1.2M 1 0.06% Increased
74
SI
SQN Investors
California
$50.5M +$48.5M 1 4.97% New
75
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$49.6M +$16.7M 3 0.07% Increased