← 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	MCM McKinley Capital Management Anchorage, Alaska	$20.5M	+$1.85M	1	0.99%	Increased
102	Emerald Advisers Leola, Pennsylvania	$20M	+$3.41M	2	0.96%	Increased
103	Foresters Investment Management New York	$19.9M	-$5.31M	2	0.38%	Reduced
104	RIG Roosevelt Investment Group New York	$19.6M	+$1.5M	1	1.52%	Increased
105	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$19.4M	+$2.67M	2	1.09%	Increased
106	Freestone Capital Holdings Seattle, Washington	$18.9M	+$993K	1	1.85%	Increased
107	Baillie Gifford & Co Edinburgh, United Kingdom	$18.6M	+$800K	1	0.03%	Increased
108	BCA Bernzott Capital Advisors Camarillo, California	$18.6M	-$2.63M	1	3.63%	Reduced
109	New York State Teachers Retirement System (NYSTRS) Albany, New York	$18.2M	-$204K	4	0.05%	Reduced
110	TAM Tiverton Asset Management Wilimington, Delaware	$18M	+$14.3M	1	0.76%	Increased
111	Dragoneer Investment Group San Francisco, California	$17.9M	+$1.04M	1	4.54%	Increased
112	RhumbLine Advisers Boston, Massachusetts	$17.7M	+$72.9K	6	0.05%	Increased
113	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$17.6M	+$73.4K	1	20.47%	Increased
114	SAM Sentinel Asset Management Montpelier, Vermont	$17.3M	+$1.29M	1	0.41%	Increased
115	Silvercrest Asset Management New York	$17.2M	+$14.7M	1	0.22%	Increased
116	Prudential Financial Newark, New Jersey	$17M	+$411K	5	0.03%	Increased
117	Credit Suisse Zurich, Switzerland	$16.7M	+$1.22M	6	0.02%	Increased
118	BRCA Birch Run Capital Advisors Dallas, Texas	$16.3M	$0	1	6.47%	Maintained
119	Los Angeles Capital Management Los Angeles, California	$16.2M	+$14.3M	1	0.14%	Increased
120	SAM Skyline Asset Management Chicago, Illinois	$15.7M	$0	1	1.16%	Maintained
121	Bank of Montreal Toronto, Ontario, Canada	$15.4M	-$4.65M	6	0.02%	Reduced
122	SAM Scopus Asset Management New York	$15.3M	+$14.6M	1	0.2%	New
123	OAM Oxford Asset Management Oxford, United Kingdom	$15M	+$9.65M	3	0.49%	Increased
124	Rothschild & Co Asset Management US Stamford, Connecticut	$14.9M	+$15.7M	2	0.27%	New
125	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$14.9M	+$15.2M	1	0.87%	New