← 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
TI
Trigran Investments
Illinois
$86.5M +$6.48M 1 9.22% Increased
52
CCM
Coliseum Capital Management
Connecticut
$85M +$684K 1 8.86% Increased
53
Geneva Capital Management
Geneva Capital Management
Wisconsin
$83M -$1.96M 2 1.75% Reduced
54
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$80.7M -$16.9M 1 0.3% Reduced
55
Neuberger Berman Group
Neuberger Berman Group
New York
$77.6M +$9.26M 4 0.07% Increased
56
Pzena Investment Management
Pzena Investment Management
New York
$76.1M +$15.5M 1 0.33% Increased
57
Swiss National Bank
Swiss National Bank
Switzerland
$75.8M -$6.28M 11 0.06% Reduced
58
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$73M +$36M 4 0.12% Increased
59
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$72.4M +$1.04M 5 0.11% Increased
60
Principal Financial Group
Principal Financial Group
Iowa
$72.3M -$15.9M 10 0.05% Reduced
61
Wellington Management Group
Wellington Management Group
Massachusetts
$71.6M -$23.7M 3 0.01% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$70.9M -$5.21M 12 0.1% Reduced
63
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$70M +$1.99M 1 3.9% Increased
64
MIG
MGG Investment Group
New York
$69.8M $0 1 96.6% Maintained
65
FP
FPR Partners
California
$69.6M $0 1 3.77% Maintained
66
Barclays
Barclays
United Kingdom
$69.2M +$20M 13 0.04% Increased
67
UBS Group
UBS Group
Switzerland
$68.3M -$14.2M 15 0.02% Reduced
68
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$65.2M +$9.63M 6 0.39% Increased
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$64.5M -$482K 15 0.07% Reduced
70
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$64.4M +$5.73M 1 0.78% Increased
71
Millennium Management
Millennium Management
New York
$64M -$81.2M 11 0.03% Reduced
72
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$63.1M +$82.5K 1 0.33% Increased
73
Citadel Advisors
Citadel Advisors
Florida
$61.3M -$53.3M 10 0.01% Reduced
74
Coatue Management
Coatue Management
New York
$61.1M $0 1 0.31% Maintained
75
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$60.3M -$1.26M 1 0.32% Reduced
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