← 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
CDR
Clayton Dubilier & Rice
New York
$127M +$110M 1 35.63% New
52
Legal & General Group
Legal & General Group
United Kingdom
$125M +$6.04M 11 0.03% Increased
53
Federated Hermes
Federated Hermes
Pennsylvania
$120M +$17.9M 9 0.23% Increased
54
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$118M -$6.98M 1 1.13% Reduced
55
Macquarie Group
Macquarie Group
Australia
$115M -$20.4M 3 0.14% Reduced
56
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$113M -$5.09M 1 0.65% Reduced
57
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$112M +$107M 1 0.04% New
58
Amundi
Amundi
France
$109M +$19.1M 7 0.04% Increased
59
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$105M +$71M 6 0.17% Increased
60
Brandes Investment Partners
Brandes Investment Partners
California
$102M -$3.87M 1 0.92% Reduced
61
First Trust Advisors
First Trust Advisors
Illinois
$100M -$11.7M 6 0.08% Reduced
62
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$98.5M +$1.99M 7 0.13% Increased
63
BCM
Brown Capital Management
Maryland
$96.4M -$5.14M 1 2.8% Reduced
64
Boston Trust Walden
Boston Trust Walden
Massachusetts
$96.3M +$8.26M 1 0.69% Increased
65
Neuberger Berman Group
Neuberger Berman Group
New York
$94.9M -$1.68M 4 0.07% Reduced
66
Prudential Financial
Prudential Financial
New Jersey
$89.9M +$10.7M 7 0.12% Increased
67
Principal Financial Group
Principal Financial Group
Iowa
$86.5M -$7.69M 8 0.05% Reduced
68
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$85M +$16.4M 5 0.07% Increased
69
Jennison Associates
Jennison Associates
New York
$82.9M -$15.8M 1 0.05% Reduced
70
Barclays
Barclays
United Kingdom
$82.5M +$2.95M 14 0.02% Increased
71
Alyeska Investment Group
Alyeska Investment Group
Illinois
$80.8M +$76.7M 1 0.28% New
72
Marshall Wace
Marshall Wace
United Kingdom
$80.1M +$11.4M 9 0.09% Increased
73
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$79.7M +$11.2M 8 0.28% Increased
74
Wasatch Advisors
Wasatch Advisors
Utah
$79.4M +$13.8M 1 0.42% Increased
75
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$78.5M +$40.4M 1 0.79% Increased