← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$67M -$12.4M 10 0.15% Reduced
77
FCM
Freshford Capital Management
New York
$66.6M +$22.6M 1 12.18% Increased
78
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$65.7M +$15.9M 1 0.57% Increased
79
AKRE Capital Management
AKRE Capital Management
Virginia
$63.8M +$37.6M 1 0.63% Increased
80
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$61.6M -$171K 1 0.61% Reduced
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$60.9M -$2.63M 10 0.05% Reduced
82
UBS Group
UBS Group
Switzerland
$57.8M -$8.44M 12 0.02% Reduced
83
California Public Employees Retirement System
California Public Employees Retirement System
California
$57.6M +$12.1M 10 0.06% Increased
84
Swiss National Bank
Swiss National Bank
Switzerland
$57.5M +$373K 10 0.06% Increased
85
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$56.4M +$24.6M 5 0.08% Increased
86
BCM
Bares Capital Management
Texas
$56.1M -$12.6M 1 1.68% Reduced
87
Wellington Management Group
Wellington Management Group
Massachusetts
$53.3M -$7.49M 6 0.01% Reduced
88
Fidelity International
Fidelity International
Bermuda
$52.8M $0 3 0.08% Maintained
89
Prudential Financial
Prudential Financial
New Jersey
$50.4M +$11.3M 9 0.08% Increased
90
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$49.9M -$3.91M 2 0.6% Reduced
91
Alyeska Investment Group
Alyeska Investment Group
Illinois
$49.9M +$47.7M 1 0.72% New
92
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$49.2M +$7.31M 2 0.02% Increased
93
Russell Investments Group
Russell Investments Group
United Kingdom
$49M -$23.2M 10 0.1% Reduced
94
LSAG
Lake Street Advisors Group
New Hampshire
$48.3M -$39.2M 1 5.24% Reduced
95
American Century Companies
American Century Companies
Missouri
$48M -$5.07M 4 0.05% Reduced
96
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$47.1M +$1.29M 1 0.05% Increased
97
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$45.9M +$9.34M 1 0.42% Increased
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$45.8M +$201K 10 0.08% Increased
99
AAM
Ardevora Asset Management
United Kingdom
$45.3M +$4.77M 1 1.26% Increased
100
PGH
Partners Group Holding
Switzerland
$44.4M +$443K 1 5.16% Increased