← 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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$80M -$16.2M 2 1.06% Reduced
52
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$76.1M +$33.2M 2 1.63% Increased
53
Capital International Investors
Capital International Investors
California
$75.9M +$54M 2 0.03% Increased
54
Aviva
Aviva
United Kingdom
$75.5M +$13.7M 2 0.55% Increased
55
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$74.6M +$12.6M 1 4.4% Increased
56
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72.8M -$5.06M 5 1.23% Reduced
57
D.E. Shaw & Co
D.E. Shaw & Co
New York
$69.5M +$6.72M 10 0.11% Increased
58
AKRE Capital Management
AKRE Capital Management
Virginia
$68.9M +$7.15M 1 0.67% Increased
59
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$68.7M +$18.2M 1 0.74% Increased
60
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$68M -$14.8M 2 0.59% Reduced
61
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$67.6M -$34.3M 2 0.14% Reduced
62
Wells Fargo
Wells Fargo
California
$66.3M +$1.7M 10 0.02% Increased
63
Riverbridge Partners
Riverbridge Partners
Minnesota
$65.3M +$9.5M 1 1.37% Increased
64
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$64.9M -$531K 2 0.13% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$64.5M +$4.24M 10 0.1% Increased
66
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$63.9M -$9.39M 3 0.63% Reduced
67
Federated Hermes
Federated Hermes
Pennsylvania
$63.5M -$41.2M 7 0.19% Reduced
68
MVP
Miller Value Partners
Florida
$63.4M -$6.36M 1 4.08% Reduced
69
Principal Financial Group
Principal Financial Group
Iowa
$62.9M +$14.6M 10 0.07% Increased
70
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$60.7M -$16.8M 1 1.59% Reduced
71
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$60.5M -$22.3M 11 0.03% Reduced
72
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$57.3M +$9.84M 3 0.23% Increased
73
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$56.6M -$17.5M 2 1.22% Reduced
74
Swiss National Bank
Swiss National Bank
Switzerland
$54.7M +$8.28M 10 0.06% Increased
75
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$53.7M +$69.8M 1 0.31% New