← 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	CCM Coliseum Capital Management Rowayton, Connecticut	$107M	-$12.6M	1	9.62%	Reduced
52	UBS Group Zurich, Switzerland	$106M	+$776K	15	0.04%	Increased
53	Lord, Abbett & Co Jersey City, New Jersey	$106M	+$48.9M	2	0.37%	Increased
54	Thrivent Financial for Lutherans Minneapolis, Minnesota	$104M	-$18.4M	8	0.24%	Reduced
55	TI Trigran Investments Northbrook, Illinois	$102M	+$15.3M	1	9.88%	Increased
56	Riverbridge Partners Minneapolis, Minnesota	$102M	+$5.5M	1	1.29%	Increased
57	Credit Suisse Zurich, Switzerland	$102M	+$32.6M	12	0.1%	Increased
58	Two Sigma Advisers New York	$102M	-$27.6M	8	0.26%	Reduced
59	Principal Financial Group Des Moines, Iowa	$98.4M	-$2M	10	0.07%	Reduced
60	Swiss National Bank Zurich, Switzerland	$97.2M	-$5.8M	11	0.07%	Reduced
61	Renaissance Technologies New York	$92.6M	-$55.3M	9	0.13%	Reduced
62	UBS AM Chicago, Illinois	$92M	$0	11	0.04%	Maintained
63	FP FPR Partners San Francisco, California	$87.8M	$0	1	4.25%	Maintained
64	Luther King Capital Management (LKCM) Fort Worth, Texas	$86.3M	+$551K	1	0.43%	Increased
65	Schroder Investment Management Group London, United Kingdom	$86.1M	+$29.3M	5	0.12%	Increased
66	Coatue Management New York	$83.6M	$0	1	0.41%	Maintained
67	D.E. Shaw & Co New York	$82.5M	-$571K	10	0.08%	Reduced
68	ArrowMark Colorado Holdings Denver, Colorado	$81.3M	+$7.77M	1	0.89%	Increased
69	Two Sigma Investments New York	$80M	-$31.9M	7	0.2%	Reduced
70	CCM Candlestick Capital Management Greenwich, Connecticut	$79.1M	+$55.7M	1	1.84%	Increased
71	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$78.6M	-$1.08M	1	4.13%	Reduced
72	Neuberger Berman Group New York	$78.3M	+$2.35M	4	0.07%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$75.1M	-$409K	16	0.08%	Reduced
74	VOYA Investment Management Atlanta, Georgia	$74.7M	-$17.2M	11	0.08%	Reduced
75	PIMC Praesidium Investment Management Company New York	$74.3M	+$1.42M	1	6.76%	Increased