← 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
Congress Asset Management
Congress Asset Management
Massachusetts
$215M -$27.9M 1 1.8% Reduced
52
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$212M +$8.83M 3 0.76% Increased
53
Two Sigma Advisers
Two Sigma Advisers
New York
$205M +$26.6M 8 0.54% Increased
54
Swiss National Bank
Swiss National Bank
Switzerland
$204M +$9.77M 10 0.13% Increased
55
Credit Suisse
Credit Suisse
Switzerland
$199M +$14.5M 11 0.11% Increased
56
Principal Financial Group
Principal Financial Group
Iowa
$195M +$19.1M 11 0.13% Increased
57
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$195M +$117M 10 0.4% Increased
58
Millennium Management
Millennium Management
New York
$194M -$100M 14 0.12% Reduced
59
Franklin Resources
Franklin Resources
California
$185M +$24.2M 3 0.07% Increased
60
Two Sigma Investments
Two Sigma Investments
New York
$182M -$569K 7 0.41% Reduced
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$182M +$2.65M 11 0.19% Increased
62
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$174M +$13M 3 0.85% Increased
63
Baird Financial Group
Baird Financial Group
Wisconsin
$174M -$3.52M 4 0.45% Reduced
64
Russell Investments Group
Russell Investments Group
United Kingdom
$172M -$27.6M 12 0.29% Reduced
65
Neuberger Berman Group
Neuberger Berman Group
New York
$171M +$8.07M 4 0.15% Increased
66
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$171M +$12.8M 13 0.05% Increased
67
Renaissance Technologies
Renaissance Technologies
New York
$170M +$23.8M 9 0.21% Increased
68
AKRE Capital Management
AKRE Capital Management
Virginia
$168M $0 1 1.03% Maintained
69
Ariel Investments
Ariel Investments
Illinois
$165M +$154M 1 1.55% New
70
Victory Capital Management
Victory Capital Management
Texas
$164M -$25.9M 10 0.16% Reduced
71
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$161M -$29.5M 8 0.2% Reduced
72
Amundi
Amundi
France
$161M +$135M 4 0.11% New
73
Riverbridge Partners
Riverbridge Partners
Minnesota
$157M +$6.41M 1 1.59% Increased
74
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$153M +$6.04M 1 3.49% Increased
75
MVP
Miller Value Partners
Florida
$147M +$6.17M 1 3.51% Increased