← 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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$97M -$6.36M 3 1.04% Reduced
52
Franklin Resources
Franklin Resources
California
$95.4M -$32.9M 4 0.05% Reduced
53
BCM
Bares Capital Management
Texas
$94.8M -$120M 1 2.66% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$93.9M -$1.66M 9 0.09% Reduced
55
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$91.5M +$3.5M 1 0.86% Increased
56
Harris Associates
Harris Associates
Illinois
$89.9M +$16M 1 0.17% Increased
57
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$87.4M +$3.41M 1 0.1% Increased
58
Nordea Investment Management
Nordea Investment Management
Sweden
$86.8M +$667K 2 0.18% Increased
59
Aristotle Capital Management
Aristotle Capital Management
California
$83.4M +$80M 1 0.5% New
60
IVGAI
Index Venture Growth Associates I
Jersey
$83.2M -$43.4M 1 66.73% Reduced
61
Riverbridge Partners
Riverbridge Partners
Minnesota
$80.3M -$10.9M 1 1.56% Reduced
62
Congress Asset Management
Congress Asset Management
Massachusetts
$79.7M -$82.7M 2 1.04% Reduced
63
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$79.3M -$22.3M 2 1.54% Reduced
64
Wells Fargo
Wells Fargo
California
$78.4M -$11.4M 10 0.02% Reduced
65
PIMC
Praesidium Investment Management Company
New York
$77.4M +$88.9M 1 5.14% New
66
Prudential Financial
Prudential Financial
New Jersey
$76.9M +$24.7M 9 0.13% Increased
67
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$76.5M +$1.34M 5 0.56% Increased
68
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$76.5M -$6.1M 10 0.05% Reduced
69
Two Sigma Investments
Two Sigma Investments
New York
$75.1M +$54.8M 5 0.24% Increased
70
Williams Jones & Associates
Williams Jones & Associates
New York
$73.9M -$25.6K 1 1.63% Reduced
71
LSAG
Lake Street Advisors Group
New Hampshire
$73.2M +$77.1M 1 7.68% New
72
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$72.9M -$7.77M 1 0.75% Reduced
73
MVP
Miller Value Partners
Florida
$72.5M +$12.6M 1 2.87% Increased
74
Two Sigma Advisers
Two Sigma Advisers
New York
$71M +$55.2M 8 0.18% Increased
75
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$70.8M -$26.9M 4 0.26% Reduced