← 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
Victory Capital Management
Victory Capital Management
Texas
$113M -$25.4M 11 0.11% Reduced
77
CCM
Coliseum Capital Management
Connecticut
$112M +$106M 1 8.46% New
78
FP
FPR Partners
California
$112M -$18.4K 1 3.63% Reduced
79
Geneva Capital Management
Geneva Capital Management
Wisconsin
$111M -$966K 2 2.15% Reduced
80
BCVI
Bain Capital Venture Investors
Massachusetts
$111M $0 1 10.16% Maintained
81
Eventide Asset Management
Eventide Asset Management
Massachusetts
$111M +$1.2M 1 1.73% Increased
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$110M +$1.82M 13 0.12% Increased
83
Balyasny Asset Management
Balyasny Asset Management
Illinois
$102M -$20.7M 6 0.32% Reduced
84
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$101M +$19.7M 10 0.5% Increased
85
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$100M +$32.3M 4 0.13% Increased
86
AMC
Avenir Management Company
New York
$91.5M $0 1 83.72% Maintained
87
AMF Tjänstepension
AMF Tjänstepension
Sweden
$89.4M +$43.8M 1 0.66% Increased
88
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$88.1M +$506K 16 0.02% Increased
89
MVP
Miller Value Partners
Florida
$88M -$311K 1 2.83% Reduced
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$86.5M +$5.33M 12 0.11% Increased
91
VVP
Vulcan Value Partners
Alabama
$80.5M +$49.4M 1 0.49% Increased
92
California Public Employees Retirement System
California Public Employees Retirement System
California
$80.1M -$12.4M 6 0.06% Reduced
93
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$79.8M +$21.6M 2 0.05% Increased
94
UBS Group
UBS Group
Switzerland
$79.7M -$22.9M 17 0.03% Reduced
95
Aviva
Aviva
United Kingdom
$79.2M -$197K 2 0.4% Reduced
96
TI
Trigran Investments
Illinois
$76.1M +$25.5M 1 7.73% Increased
97
William Blair & Company
William Blair & Company
Illinois
$75M +$8.71M 6 0.26% Increased
98
Renaissance Technologies
Renaissance Technologies
New York
$73.5M +$49.5M 13 0.09% Increased
99
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$73.1M +$3.03M 1 3.58% Increased
100
Millennium Management
Millennium Management
New York
$72.7M -$102M 12 0.04% Reduced