← 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	CC Carlson Capital Dallas, Texas	$44.5M	-$20M	1	0.79%	Reduced
102	Neuberger Berman Group New York	$42.8M	-$8.64M	2	0.05%	Reduced
103	Capital Research Global Investors Los Angeles, California	$40.6M	-$33.9M	3	0.01%	Reduced
104	Fidelity International Hamilton, Bermuda	$40.2M	-$986K	3	0.06%	Reduced
105	Federated Hermes Pittsburgh, Pennsylvania	$39M	+$173K	6	0.1%	Increased
106	AKRE Capital Management Middleburg, Virginia	$39M	$0	1	0.41%	Maintained
107	Balyasny Asset Management Chicago, Illinois	$38.4M	-$13.7M	7	0.26%	Reduced
108	SI SQN Investors Menlo Park, California	$36.3M	+$4.04M	1	3.37%	Increased
109	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$36.1M	+$83.2K	10	0.07%	Increased
110	Mairs & Power Inc St Paul, Minnesota	$35.9M	-$2.99M	2	0.44%	Reduced
111	CCI Columbus Circle Investors	$35.3M	-$4.11M	1	0.9%	Reduced
112	SEI Investments Oaks, Pennsylvania	$34.8M	+$10.9M	8	0.12%	Increased
113	AAM Ardevora Asset Management London, United Kingdom	$34.8M	+$33.4M	1	0.91%	New
114	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$33.2M	+$3.87M	5	0.06%	Increased
115	Amundi Asset Management US Boston, Massachusetts	$33.2M	+$9.4M	4	0.05%	Increased
116	Marshall Wace North America New York	$32.5M	-$4.97M	2	0.23%	Reduced
117	PNC Financial Services Group Pittsburgh, Pennsylvania	$32.3M	-$2.65M	10	0.03%	Reduced
118	Citigroup New York	$31.7M	-$10.2M	10	0.03%	Reduced
119	Korea Investment Corp Seoul, South Korea	$31.5M	+$2M	1	0.14%	Increased
120	Barclays London, United Kingdom	$31.4M	-$3.49M	10	0.02%	Reduced
121	SC Serenity Capital Palo Alto, California	$31.1M	$0	1	9.99%	Maintained
122	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$30.3M	-$2.52M	8	0.03%	Reduced
123	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$30.2M	+$12M	1	10.28%	Increased
124	Mawer Investment Management Calgary, Alberta, Canada	$29.7M	+$6.06M	1	0.21%	Increased
125	Fisher Asset Management Camas, Washington	$29.1M	+$7.86M	3	0.03%	Increased