← 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
Florida
$64.7M -$21.3M 1 3.45% Reduced
77
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$62M +$4.68M 1 0.33% Increased
78
Capital International Investors
Capital International Investors
California
$60.9M -$7.65M 2 0.02% Reduced
79
Coatue Management
Coatue Management
New York
$60.6M +$21.3M 1 0.4% Increased
80
Adage Capital Partners
Adage Capital Partners
Massachusetts
$58.3M -$6.24M 2 0.13% Reduced
81
Raymond James & Associates
Raymond James & Associates
Florida
$57.7M +$1.96M 9 0.05% Increased
82
Credit Suisse
Credit Suisse
Switzerland
$57.2M -$3.98M 10 0.06% Reduced
83
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55.4M +$17.9M 5 0.08% Increased
84
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$53.5M +$12.4M 3 0.23% Increased
85
Citigroup
Citigroup
New York
$51.7M -$3.82M 14 0.04% Reduced
86
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$51.5M +$9.31M 1 0.59% Increased
87
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$50.6M +$20.5M 10 0.31% Increased
88
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$49.4M -$5.68M 3 0.12% Reduced
89
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$48.6M +$18.3M 15 0.01% Increased
90
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$47.7M -$9.75M 2 0.04% Reduced
91
California Public Employees Retirement System
California Public Employees Retirement System
California
$47.5M -$6.8M 6 0.04% Reduced
92
ClearBridge Investments
ClearBridge Investments
New York
$47M +$4.19M 1 0.04% Increased
93
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$44.8M -$12.4M 1 2.55% Reduced
94
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$44.1M +$45.6M 2 0.07% Increased
95
Capital World Investors
Capital World Investors
California
$44M $0 1 0.01% Maintained
96
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$43M +$4.89M 2 0.5% Increased
97
Los Angeles Capital Management
Los Angeles Capital Management
California
$42.9M +$22.3M 2 0.19% Increased
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$42.7M -$1.43M 13 0.06% Reduced
99
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$40.9M -$2.24M 8 0.1% Reduced
100
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$40.6M +$2.97M 1 0.77% Increased