← 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
CCP
Clough Capital Partners
Massachusetts
$32.9M -$4.1M 1 1.18% Reduced
77
BRCA
Birch Run Capital Advisors
Texas
$32.2M $0 1 7.85% Maintained
78
Numeric Investors
Numeric Investors
Massachusetts
$32.1M +$28.4M 2 0.42% Increased
79
BlackRock Investment Management
BlackRock Investment Management
Delaware
$30.3M -$15.1K 5 0.04% Reduced
80
Principal Financial Group
Principal Financial Group
Iowa
$28.7M +$323K 5 0.04% Increased
81
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$28.6M $0 1 0.06% Maintained
82
BlackRock Group
BlackRock Group
United Kingdom
$28.5M +$2.02M 5 0.02% Increased
83
Bank of America
Bank of America
North Carolina
$28.4M -$7.99M 5 0.01% Reduced
84
Granahan Investment Management
Granahan Investment Management
Massachusetts
$28M +$3.83M 1 0.82% Increased
85
1832 Asset Management
1832 Asset Management
Ontario, Canada
$27.1M +$5.63M 1 0.08% Increased
86
LCP
Lombardia Capital Partners
California
$27M -$29.7M 1 0.78% Reduced
87
GIPM
G2 Investment Partners Management
New York
$26.7M +$2.55M 1 8.44% Increased
88
Two Sigma Investments
Two Sigma Investments
New York
$25.8M -$6.19M 2 0.14% Reduced
89
Neuberger Berman Group
Neuberger Berman Group
New York
$25.5M -$365K 4 0.03% Reduced
90
Managed Account Advisors
Managed Account Advisors
New Jersey
$25.4M +$8.42M 5 0.03% Increased
91
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$24.4M +$6.85M 1 0.2% Increased
92
SCM
SeaStone Capital Management
New York
$24.3M -$8.62M 1 3.78% Reduced
93
Adage Capital Partners
Adage Capital Partners
Massachusetts
$24.2M +$5.02M 1 0.06% Increased
94
SM
Stratton Management
Pennsylvania
$24.1M -$952K 1 0.99% Reduced
95
MSA
Mason Street Advisors
Wisconsin
$24.1M +$8.79M 5 0.17% Increased
96
Nomura Holdings
Nomura Holdings
Japan
$24M -$492K 2 0.06% Reduced
97
Marshall Wace
Marshall Wace
United Kingdom
$23.8M +$10.1K 2 0.31% Increased
98
Allianz Asset Management
Allianz Asset Management
Germany
$23.4M +$21.6M 2 0.03% New
99
ESCM
Echo Street Capital Management
New York
$23.1M +$10.1M 1 1.43% Increased
100
NCA
Newbrook Capital Advisors
New York
$23M +$21.5M 1 4.12% New