← 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
TPI
Tesco Pension Investment
United Kingdom
$88M -$9.94M 1 2.61% Reduced
52
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$86.8M +$762K 2 0.39% Increased
53
VVP
Vulcan Value Partners
Alabama
$86.2M -$54.6M 1 0.79% Reduced
54
Goldman Sachs
Goldman Sachs
New York
$85.4M +$10.4M 10 0.03% Increased
55
Credit Suisse
Credit Suisse
Switzerland
$83.5M +$30.4M 9 0.09% Increased
56
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$80.8M -$778K 3 0.97% Reduced
57
Legal & General Group
Legal & General Group
United Kingdom
$80.4M +$11.8M 10 0.06% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$79.9M +$9.75M 10 0.09% Increased
59
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$78.1M +$507K 1 0.83% Increased
60
Wells Fargo
Wells Fargo
California
$78.1M +$11.9M 10 0.03% Increased
61
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$77.2M +$991K 1 0.81% Increased
62
VOYA Investment Management
VOYA Investment Management
Georgia
$75.8M +$55.5M 7 0.19% Increased
63
Nordea Investment Management
Nordea Investment Management
Sweden
$75.7M +$2.79M 3 0.18% Increased
64
Riverbridge Partners
Riverbridge Partners
Minnesota
$73.5M -$4.89M 1 1.53% Reduced
65
UBS Group
UBS Group
Switzerland
$72.5M +$57.6M 12 0.03% Increased
66
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$71.5M +$19.5M 10 0.06% Increased
67
Harris Associates
Harris Associates
Illinois
$71.3M -$47.9M 1 0.14% Reduced
68
CC
Carlson Capital
Texas
$66M +$68.5M 1 1.02% New
69
Williams Jones & Associates
Williams Jones & Associates
New York
$64.9M -$1.2M 1 1.76% Reduced
70
Capital Research Global Investors
Capital Research Global Investors
California
$64.7M -$8.44M 3 0.02% Reduced
71
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$64M +$399K 2 0.57% Increased
72
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$63.9M +$15.9M 3 0.15% Increased
73
Citadel Advisors
Citadel Advisors
Florida
$62.4M +$48.7M 9 0.03% Increased
74
William Blair Investment Management
William Blair Investment Management
Illinois
$59.8M -$14.1M 2 0.3% Reduced
75
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.5M +$1.21M 1 0.08% Increased