← 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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$196M	-$7.14M	10	0.38%	Reduced
52	Fidelity International Hamilton, Bermuda	$195M	+$43.5M	2	0.2%	Increased
53	Fuller & Thaler Asset Management San Mateo, California	$193M	-$2.44M	4	1.12%	Reduced
54	Neuberger Berman Group New York	$191M	+$33.6M	5	0.15%	Increased
55	BNP Paribas Asset Management Paris, France	$190M	+$88.4M	3	0.64%	Increased
56	D.E. Shaw & Co New York	$188M	-$3.13M	12	0.16%	Reduced
57	PIMC Praesidium Investment Management Company New York	$178M	-$14.1M	1	9.96%	Reduced
58	Baird Financial Group Milwaukee, Wisconsin	$175M	+$34.7M	3	0.41%	Increased
59	Credit Suisse Zurich, Switzerland	$173M	-$24M	12	0.09%	Reduced
60	Swiss National Bank Zurich, Switzerland	$169M	-$4.77M	12	0.1%	Reduced
61	ArrowMark Colorado Holdings Denver, Colorado	$168M	+$11.2M	2	1.35%	Increased
62	AKRE Capital Management Middleburg, Virginia	$168M	$0	1	0.94%	Maintained
63	Victory Capital Management San Antonio, Texas	$167M	-$741K	10	0.15%	Reduced
64	Riverbridge Partners Minneapolis, Minnesota	$163M	+$6.21M	1	1.61%	Increased
65	AMC Avenir Management Company New York	$162M	+$189M	1	86.99%	New
66	Congress Asset Management Boston, Massachusetts	$162M	-$7.7M	1	1.23%	Reduced
67	Wells Fargo San Francisco, California	$162M	-$348M	14	0.04%	Reduced
68	Russell Investments Group London, United Kingdom	$161M	+$10.3M	11	0.26%	Increased
69	FP FPR Partners San Francisco, California	$160M	$0	1	4.63%	Maintained
70	TPI Tesco Pension Investment London, United Kingdom	$157M	+$47.7M	1	2.57%	Increased
71	AKO Capital London, United Kingdom	$153M	-$109M	1	1.49%	Reduced
72	Intermede Investment Partners London, United Kingdom	$152M	+$7.71M	1	3.14%	Increased
73	Balyasny Asset Management Chicago, Illinois	$148M	+$51.6M	5	0.51%	Increased
74	Principal Financial Group Des Moines, Iowa	$145M	-$15.7M	10	0.09%	Reduced
75	Geneva Capital Management Milwaukee, Wisconsin	$141M	+$3.64M	2	2.27%	Increased