← 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
101
PCM
Penn Capital Management
Pennsylvania
$20.5M +$5.78M 1 0.79% Increased
102
BRCA
Birch Run Capital Advisors
Texas
$19.5M +$13M 1 5.24% Increased
103
SAM
Sentinel Asset Management
Vermont
$19M -$2.63M 1 0.38% Reduced
104
Two Sigma Investments
Two Sigma Investments
New York
$18.8M -$14.6M 3 0.08% Reduced
105
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.7M +$2.06M 5 0.01% Increased
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$18.7M +$3.66M 2 0.05% Increased
107
Prudential Financial
Prudential Financial
New Jersey
$18.4M +$916K 5 0.03% Increased
108
CCM
Cupps Capital Management
Illinois
$18M -$4.49M 1 1.46% Reduced
109
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.8M -$10.5M 1 0.19% Reduced
110
WSC
Wellington Shields & Co
New York
$16.3M -$419K 1 10.18% Reduced
111
Royce & Associates
Royce & Associates
New York
$16.3M -$400K 3 0.05% Reduced
112
Palisade Capital Management
Palisade Capital Management
New Jersey
$16.1M +$17.4M 1 0.39% New
113
LI
LMCG Investments
Massachusetts
$16.1M -$708K 1 0.35% Reduced
114
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$16M +$2.24M 1 0.49% Increased
115
GGHC
Gilder Gagnon Howe & Co
New York
$15.9M +$1.29M 1 0.21% Increased
116
Wasatch Advisors
Wasatch Advisors
Utah
$15.9M -$14.4M 2 0.15% Reduced
117
NFA
Nationwide Fund Advisors
Ohio
$15.9M -$673K 5 0.06% Reduced
118
FA
Friess Associates
Delaware
$15.9M +$1.16M 1 1.29% Increased
119
Russell Frank Company
Russell Frank Company
Washington
$15.7M +$3.31M 4 0.03% Increased
120
RCP
RIT Capital Partners
United Kingdom
$15.6M +$14.5M 1 8.6% New
121
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$15.5M -$2.98M 1 0.12% Reduced
122
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$15.4M +$1.18M 5 0.03% Increased
123
William Blair & Company
William Blair & Company
Illinois
$15.1M +$4.28M 1 0.02% Increased
124
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M -$286K 4 0.04% Reduced
125
VVP
Vulcan Value Partners
Alabama
$14.8M +$13.5M 1 0.22% New