← 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$202M +$1.79M 4 1.31% Increased
52
D.E. Shaw & Co
D.E. Shaw & Co
New York
$199M -$3.99M 12 0.18% Reduced
53
Congress Asset Management
Congress Asset Management
Massachusetts
$195M -$17.3M 1 1.52% Reduced
54
Victory Capital Management
Victory Capital Management
Texas
$194M +$34.6M 10 0.19% Increased
55
Swiss National Bank
Swiss National Bank
Switzerland
$189M -$4.49M 10 0.12% Reduced
56
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$188M -$24.2M 2 1.47% Reduced
57
AQR Capital Management
AQR Capital Management
Connecticut
$186M +$67.1M 10 0.35% Increased
58
Franklin Resources
Franklin Resources
California
$184M +$10M 5 0.07% Increased
59
PIMC
Praesidium Investment Management Company
New York
$183M -$3.11M 1 10.11% Reduced
60
Neuberger Berman Group
Neuberger Berman Group
New York
$171M +$19.2M 4 0.15% Increased
61
Millennium Management
Millennium Management
New York
$169M -$10.7M 13 0.1% Reduced
62
Baird Financial Group
Baird Financial Group
Wisconsin
$168M -$2.29M 4 0.43% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$167M -$10.1M 11 0.11% Reduced
64
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$159M -$11.8M 3 0.78% Reduced
65
SHIM
Spruce House Investment Management
New York
$158M +$43.2M 1 4.09% Increased
66
Amundi
Amundi
France
$157M +$227K 4 0.11% Increased
67
AKRE Capital Management
AKRE Capital Management
Virginia
$155M $0 1 0.95% Maintained
68
Fidelity International
Fidelity International
Bermuda
$154M +$146M 2 0.17% Increased
69
Russell Investments Group
Russell Investments Group
United Kingdom
$152M -$9.59M 10 0.26% Reduced
70
BAMCO Inc
BAMCO Inc
New York
$152M +$87.6M 1 0.34% Increased
71
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$149M +$7.27M 6 0.19% Increased
72
Nordea Investment Management
Nordea Investment Management
Sweden
$146M +$21.5M 4 0.19% Increased
73
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$144M -$1.29M 1 3.32% Reduced
74
Riverbridge Partners
Riverbridge Partners
Minnesota
$144M -$688K 1 1.44% Reduced
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$142M +$8.36M 11 0.08% Increased