← 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
Cambiar Investors
Cambiar Investors
Colorado
$28.2M -$2.26M 1 0.41% Reduced
77
Dragoneer Investment Group
Dragoneer Investment Group
California
$27.2M +$4.76M 1 8.23% Increased
78
Snyder Capital Management
Snyder Capital Management
California
$25.6M -$3.18M 1 1.76% Reduced
79
BRCA
Birch Run Capital Advisors
Texas
$25.5M $0 1 7.03% Maintained
80
Renaissance Technologies
Renaissance Technologies
New York
$25.3M +$1.27M 4 0.06% Increased
81
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$25M -$5.64M 1 0.23% Reduced
82
Russell Frank Company
Russell Frank Company
Washington
$24.8M +$4.82M 5 0.04% Increased
83
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$24.5M -$764K 1 0.37% Reduced
84
Teachers Advisors
Teachers Advisors
New York
$24.3M -$26.6M 6 0.05% Reduced
85
Credit Suisse
Credit Suisse
Switzerland
$24.1M -$12.5M 5 0.03% Reduced
86
WCP
Waterfront Capital Partners
New York
$22.7M +$22.1M 1 3.09% New
87
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$22.6M -$3.74M 2 0.06% Reduced
88
RIG
Roosevelt Investment Group
New York
$22.4M -$2.82M 1 1.47% Reduced
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$21.2M -$459K 6 0.05% Reduced
90
BCA
Bernzott Capital Advisors
California
$20.9M +$3.04M 1 4.06% Increased
91
Neuberger Berman Group
Neuberger Berman Group
New York
$20.5M +$160K 3 0.03% Increased
92
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$20.5M -$11.8M 2 0.17% Reduced
93
Numeric Investors
Numeric Investors
Massachusetts
$19.8M -$12.5M 2 0.21% Reduced
94
RIG
Raveneur Investment Group
New York
$19.7M -$6.34M 1 7.07% Reduced
95
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.3M +$6.36M 3 0.32% Increased
96
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$19.1M -$12.8M 1 0.07% Reduced
97
PCM
Penn Capital Management
Pennsylvania
$19M +$771K 1 0.84% Increased
98
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$18.9M +$11.7M 5 0.17% Increased
99
Korea Investment Corp
Korea Investment Corp
South Korea
$18.7M +$3.26M 1 0.13% Increased
100
NFA
Nationwide Fund Advisors
Ohio
$18.6M +$102K 6 0.08% Increased