← 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	AAM Alpine Associates Management Palm Beach, Florida	$83.5M	+$77.8M	1	3.47%	New
77	Luther King Capital Management (LKCM) Fort Worth, Texas	$82.4M	+$2.3M	2	0.49%	Increased
78	Envestnet Asset Management Chicago, Illinois	$82.3M	+$2.35M	7	0.05%	Increased
79	VanEck Associates New York	$80.7M	+$86.5M	2	0.24%	Increased
80	FP FPR Partners San Francisco, California	$76.6M	$0	1	3.53%	Maintained
81	D.E. Shaw & Co New York	$75.5M	-$5.78M	12	0.09%	Reduced
82	Allspring Global Investments Charlotte, North Carolina	$74.2M	-$43.8M	11	0.13%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$70.2M	+$3.33M	14	0.1%	Increased
84	VVP Vulcan Value Partners Birmingham, Alabama	$70.1M	-$24.6M	2	0.82%	Reduced
85	Renaissance Technologies New York	$68.3M	-$16.4M	11	0.1%	Reduced
86	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$68.2M	-$2.31M	2	0.06%	Reduced
87	Zurich Cantonal Bank Zurich, Switzerland	$67.8M	+$6.18M	13	0.4%	Increased
88	Mairs & Power Inc St Paul, Minnesota	$66.8M	+$24.9M	2	0.84%	Increased
89	Fred Alger Management New York	$66.1M	-$27.9M	2	0.34%	Reduced
90	TI Trigran Investments Northbrook, Illinois	$65.3M	+$28.9M	1	7.49%	Increased
91	UBS Group Zurich, Switzerland	$64.4M	+$9.76M	16	0.03%	Increased
92	Credit Suisse Zurich, Switzerland	$62.9M	+$1.58M	16	0.07%	Increased
93	California Public Employees Retirement System Sacramento, California	$62.3M	+$10.4M	6	0.06%	Increased
94	Hawk Ridge Capital Management Los Angeles, California	$62.1M	+$49.7M	1	3.9%	Increased
95	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$60.8M	-$2.49M	1	3.73%	Reduced
96	SEI Investments Oaks, Pennsylvania	$59.6M	-$10.5M	9	0.13%	Reduced
97	DekaBank Deutsche Girozentrale Frankfurt, Germany	$58.9M	+$9.39M	2	0.17%	Increased
98	Raymond James & Associates St Petersburg, Florida	$58.8M	+$20.3M	8	0.06%	Increased
99	Handelsbanken Fonder Stockholm, Sweden	$58.1M	-$2.54K	7	0.39%	Reduced
100	FCM Freshford Capital Management Rye Brook, New York	$57.6M	+$7.66M	1	8.95%	Increased