← 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
76
Two Sigma Investments
Two Sigma Investments
New York
$27.7M +$12.5M 4 0.12% Increased
77
CCM
Century Capital Management
Massachusetts
$27.5M -$4.06M 2 1.63% Reduced
78
Kennedy Capital Management
Kennedy Capital Management
Missouri
$27.1M +$8.15M 2 0.53% Increased
79
BlackRock Investment Management
BlackRock Investment Management
Delaware
$25.4M +$445K 5 0.04% Increased
80
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$25.1M $0 1 0.05% Maintained
81
Panagora Asset Management
Panagora Asset Management
Massachusetts
$25M -$352K 4 0.12% Reduced
82
BRCA
Birch Run Capital Advisors
Texas
$25M +$5.27M 1 6.34% Increased
83
EC
Eminence Capital
New York
$24.4M +$26.9M 1 0.36% New
84
Deutsche Bank
Deutsche Bank
Germany
$24.2M -$4.34M 5 0.02% Reduced
85
Principal Financial Group
Principal Financial Group
Iowa
$23.1M -$8.49M 5 0.04% Reduced
86
CC
Cannell & Co
New York
$23M +$20.2M 1 0.72% Increased
87
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$22.9M +$4.67M 1 1.96% Increased
88
BlackRock Group
BlackRock Group
United Kingdom
$22.5M -$846K 5 0.01% Reduced
89
SM
Stratton Management
Pennsylvania
$21.8M -$86.9K 1 0.98% Reduced
90
Gotham Asset Management
Gotham Asset Management
New York
$21.3M +$12.6M 3 0.21% Increased
91
Nomura Holdings
Nomura Holdings
Japan
$21.3M -$1.47M 3 0.06% Reduced
92
Granahan Investment Management
Granahan Investment Management
Massachusetts
$21.2M -$5.64M 1 0.65% Reduced
93
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$21M -$1.1M 1 0.06% Reduced
94
Marshall Wace
Marshall Wace
United Kingdom
$20.5M -$130K 2 0.3% Reduced
95
Neuberger Berman Group
Neuberger Berman Group
New York
$20.2M -$60.3M 3 0.02% Reduced
96
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$20M +$22.1M 1 0.44% New
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$19.3M +$762K 5 0.05% Increased
98
Advisors Asset Management
Advisors Asset Management
Colorado
$19.3M -$393K 2 0.27% Reduced
99
SAM
Sentinel Asset Management
Vermont
$19.2M $0 1 0.4% Maintained
100
Millennium Management
Millennium Management
New York
$18.5M +$5.92M 4 0.05% Increased