← 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	Fiduciary Management Inc Milwaukee, Wisconsin	$116M	+$126M	1	1.09%	New
52	Burgundy Asset Management Toronto, Ontario, Canada	$111M	+$42.9M	2	1.12%	Increased
53	Intermede Investment Partners London, United Kingdom	$110M	-$27.7M	1	2.94%	Reduced
54	ArrowMark Colorado Holdings Denver, Colorado	$110M	-$2.05M	1	1.48%	Reduced
55	Legal & General Group London, United Kingdom	$110M	+$1.65M	11	0.03%	Increased
56	Neuberger Berman Group New York	$109M	-$3.02M	4	0.09%	Reduced
57	Jennison Associates New York	$104M	+$65.7M	1	0.06%	Increased
58	AQR Capital Management Greenwich, Connecticut	$98.3M	+$31.1M	10	0.13%	Increased
59	Federated Hermes Pittsburgh, Pennsylvania	$91.9M	+$48M	9	0.2%	Increased
60	BNP Paribas Financial Markets Paris, France	$90.9M	+$45.6M	12	0.05%	Increased
61	Millennium Management New York	$86.2M	-$73.5M	12	0.04%	Reduced
62	Amundi Paris, France	$84.5M	-$59.9M	8	0.03%	Reduced
63	APG Asset Management Amsterdam, Netherlands	$84.2M	-$422M	1	0.23%	Reduced
64	Barclays London, United Kingdom	$82.8M	-$17M	13	0.02%	Reduced
65	Geneva Capital Management Milwaukee, Wisconsin	$82.2M	-$1.04M	2	1.43%	Reduced
66	Mackenzie Financial Toronto Ontario, Ontario, Canada	$81.5M	+$11M	7	0.11%	Increased
67	William Blair & Company Chicago, Illinois	$80.7M	+$2.74M	3	0.23%	Increased
68	Allianz Asset Management Munich, Germany	$79.1M	+$64.7M	4	0.11%	Increased
69	Acadian Asset Management Boston, Massachusetts	$78.2M	+$47.9M	9	0.23%	Increased
70	Principal Financial Group Des Moines, Iowa	$75.8M	+$2.17M	8	0.04%	Increased
71	Luther King Capital Management (LKCM) Fort Worth, Texas	$75.6M	+$882K	1	0.33%	Increased
72	LSV Asset Management Chicago, Illinois	$74.9M	+$3.81M	1	0.17%	Increased
73	Swiss National Bank Zurich, Switzerland	$72.6M	-$2.4M	7	0.05%	Reduced
74	VOYA Investment Management Atlanta, Georgia	$71.9M	-$1.58M	8	0.07%	Reduced
75	Renaissance Technologies New York	$71.5M	+$31.3M	10	0.11%	Increased