← 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
First Trust Advisors
First Trust Advisors
Illinois
$32.3M +$10.5M 5 0.08% Increased
102
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.6M +$32.8M 1 0.02% New
103
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$31.5M +$5.1M 10 0.07% Increased
104
AKRE Capital Management
AKRE Capital Management
Virginia
$31.2M $0 1 0.39% Maintained
105
SI
SQN Investors
California
$30.8M +$758K 1 3.56% Increased
106
Barclays
Barclays
United Kingdom
$30.6M +$2.57M 10 0.02% Increased
107
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.5M +$16.9M 9 0.03% Increased
108
CCI
Columbus Circle Investors
$28.4M +$11.8M 1 0.8% Increased
109
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$28.1M +$1.76M 2 0.06% Increased
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28M -$5.31M 10 0.03% Reduced
111
Highbridge Capital Management
Highbridge Capital Management
New York
$27.9M -$1.15M 1 0.82% Reduced
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.4M -$11M 7 0.03% Reduced
113
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$26.9M +$1.02M 1 0.38% Increased
114
Korea Investment Corp
Korea Investment Corp
South Korea
$25.9M +$4.59M 2 0.14% Increased
115
BCA
Bernzott Capital Advisors
California
$24.8M -$4.19M 1 3.46% Reduced
116
ACPU
Arrowgrass Capital Partners (US)
Delaware
$24.6M +$5.12M 2 0.91% Increased
117
CRCP
Copper Rock Capital Partners
Massachusetts
$24.6M -$4.81M 1 1.93% Reduced
118
OAM
Oxford Asset Management
United Kingdom
$23.7M -$761K 8 0.62% Reduced
119
IECM
Intrinsic Edge Capital Management
Illinois
$23M +$15.9M 1 3.86% Increased
120
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$22.8M +$2.28M 7 0.06% Increased
121
TD Asset Management
TD Asset Management
Ontario, Canada
$22.8M +$6.32M 2 0.04% Increased
122
SEI Investments
SEI Investments
Pennsylvania
$22.7M +$3.73M 8 0.08% Increased
123
River Road Asset Management
River Road Asset Management
Kentucky
$22.1M -$1.4M 1 0.54% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$22.1M +$4.9M 4 0.07% Increased
125
SC
Serenity Capital
California
$21.9M $0 1 8.45% Maintained