← 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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$56.2M +$25.9M 4 0.41% Increased
102
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$55M -$1.29M 2 0.36% Reduced
103
PGH
Partners Group Holding
Switzerland
$54.4M -$4.56M 1 5.95% Reduced
104
CAM
Contour Asset Management
New York
$53.2M +$63.3M 1 2.16% New
105
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$52.9M -$9.62M 8 0.39% Reduced
106
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$51M +$14.3M 1 4.34% Increased
107
SEI Investments
SEI Investments
Pennsylvania
$49M -$1.7M 9 0.14% Reduced
108
Bank of Montreal
Bank of Montreal
Ontario, Canada
$48.6M -$4.67M 11 0.04% Reduced
109
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$48.4M +$6.94M 8 0.13% Increased
110
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$47.6M -$23.5M 2 0.02% Reduced
111
Two Sigma Advisers
Two Sigma Advisers
New York
$47.6M +$5.94M 9 0.14% Increased
112
TI
Trigran Investments
Illinois
$46.8M +$2.33M 1 8.46% Increased
113
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$46.4M -$17.1M 1 0.86% Reduced
114
AAM
Ardevora Asset Management
United Kingdom
$46.3M +$4.24M 1 0.85% Increased
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.1M +$4.27M 11 0.05% Increased
116
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$46.1M -$824K 1 0.3% Reduced
117
Voloridge Investment Management
Voloridge Investment Management
Florida
$46M +$33.5M 8 0.38% Increased
118
Man Group
Man Group
United Kingdom
$46M +$15.6M 6 0.18% Increased
119
AQR Capital Management
AQR Capital Management
Connecticut
$45.9M +$17.8M 10 0.08% Increased
120
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$45.4M -$1.57M 8 0.24% Reduced
121
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$45M +$29.9M 6 0.9% Increased
122
Ariel Investments
Ariel Investments
Illinois
$44.9M -$12.7M 1 0.65% Reduced
123
Two Sigma Investments
Two Sigma Investments
New York
$44.2M +$22.4M 7 0.16% Increased
124
Allianz Asset Management
Allianz Asset Management
Germany
$43.9M +$10.2M 3 0.05% Increased
125
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$43.4M -$4.25M 3 1.15% Reduced