← 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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M +$34.1M 11 0.04% Increased
52
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$100M +$65.9K 3 0.69% Increased
53
MVP
Miller Value Partners
Florida
$99.1M +$30.9M 1 3.77% Increased
54
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$99M +$214K 1 0.99% Increased
55
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$97.8M +$1.29M 3 1.04% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$95.1M -$8.17M 10 0.12% Reduced
57
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$94.1M +$19.3M 2 1.22% Increased
58
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$92.6M +$1.17M 2 1.71% Increased
59
IVGAI
Index Venture Growth Associates I
Jersey
$91.7M $0 1 65.8% Maintained
60
Williams Jones & Associates
Williams Jones & Associates
New York
$88.9M -$1.06M 1 1.84% Reduced
61
Wells Fargo
Wells Fargo
California
$88.6M +$3.72M 10 0.03% Increased
62
Principal Financial Group
Principal Financial Group
Iowa
$88.4M +$524K 9 0.08% Increased
63
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$87.8M +$1.75M 4 0.31% Increased
64
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$80.3M -$150K 2 0.59% Reduced
65
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$78.2M +$50.9M 4 0.91% Increased
66
BCM
Bares Capital Management
Texas
$78.1M $0 1 2.14% Maintained
67
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$77.7M -$1.06M 1 4.6% Reduced
68
GGHC
Gilder Gagnon Howe & Co
New York
$77.2M -$237K 1 0.78% Reduced
69
LSAG
Lake Street Advisors Group
New Hampshire
$76.4M -$4.07M 1 8.08% Reduced
70
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$75.1M -$8.4M 2 0.14% Reduced
71
VOYA Investment Management
VOYA Investment Management
Georgia
$73.1M -$4.15M 10 0.16% Reduced
72
FCM
Freshford Capital Management
New York
$72.3M +$4.22M 1 12.16% Increased
73
D.E. Shaw & Co
D.E. Shaw & Co
New York
$72.1M -$42.1M 9 0.09% Reduced
74
Russell Investments Group
Russell Investments Group
United Kingdom
$71.1M -$7.97M 10 0.13% Reduced
75
Harris Associates
Harris Associates
Illinois
$70.8M -$15.9M 1 0.13% Reduced