← 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
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$20M +$1.78M 1 0.4% Increased
102
SCA
Southpoint Capital Advisors
New York
$20M +$21.7M 1 0.85% New
103
William Blair & Company
William Blair & Company
Illinois
$19.9M +$7.65M 2 0.03% Increased
104
Russell Frank Company
Russell Frank Company
Washington
$19.1M +$4.74M 4 0.03% Increased
105
Bank of America
Bank of America
North Carolina
$18.8M -$5.98M 6 0.01% Reduced
106
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$18.8M +$535K 5 0.04% Increased
107
Dragoneer Investment Group
Dragoneer Investment Group
California
$18.1M +$18.8M 1 6.16% New
108
Comerica Bank
Comerica Bank
Texas
$17.7M +$9.42M 5 0.08% Increased
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M +$551K 4 0.05% Increased
110
Allianz Asset Management
Allianz Asset Management
Germany
$17.3M -$6.2M 1 0.02% Reduced
111
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$17.2M +$99.2K 1 0.34% Increased
112
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$17M -$592K 1 0.34% Reduced
113
FMA
Fiduciary Management Associates
Illinois
$16.7M +$1.44M 1 0.98% Increased
114
BCA
Bernzott Capital Advisors
California
$16.1M +$7.33M 1 3.46% Increased
115
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$16.1M -$992K 2 0.29% Reduced
116
TAM
Tiverton Asset Management
Delaware
$15.9M $0 1 0.32% Maintained
117
WSC
Wellington Shields & Co
New York
$15.6M -$360K 1 5.2% Reduced
118
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$15.1M +$650K 5 0.05% Increased
119
Boston Partners
Boston Partners
Massachusetts
$14.7M +$7.26M 1 0.02% Increased
120
Gotham Asset Management
Gotham Asset Management
New York
$14.6M +$2.51M 4 0.12% Increased
121
TD Asset Management
TD Asset Management
Ontario, Canada
$14.4M +$3.65M 1 0.03% Increased
122
USAA
United Services Automobile Association
Texas
$14.2M +$1.74M 3 0.05% Increased
123
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$13.9M +$14.8M 2 0.19% New
124
Granahan Investment Management
Granahan Investment Management
Massachusetts
$13.8M -$9.7M 1 0.39% Reduced
125
Fred Alger Management
Fred Alger Management
New York
$13.7M -$3.52M 1 0.06% Reduced