← 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
Prudential Financial
Prudential Financial
New Jersey
$72.3M +$18.6M 9 0.12% Increased
102
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$72.2M +$2.27M 1 4.79% Increased
103
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$71.4M +$4.71M 9 0.17% Increased
104
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$69.5M -$7.18M 1 5.63% Reduced
105
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$68.8M +$14.2K 1 0.04% Increased
106
TPI
Tesco Pension Investment
United Kingdom
$68M $0 1 1.37% Maintained
107
SEI Investments
SEI Investments
Pennsylvania
$65.3M +$1.13M 9 0.17% Increased
108
1832 Asset Management
1832 Asset Management
Ontario, Canada
$61.5M -$57.4M 2 0.14% Reduced
109
TI
Trigran Investments
Illinois
$60.4M -$9.27M 1 7.71% Reduced
110
AAM
Ardevora Asset Management
United Kingdom
$59.6M +$4.78M 1 0.92% Increased
111
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$59.5M -$2.16M 3 1.13% Reduced
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.2M -$912K 11 0.05% Reduced
113
Axiom Investors
Axiom Investors
Connecticut
$57.4M +$42.4M 1 0.91% Increased
114
Citigroup
Citigroup
New York
$55M +$10.1M 11 0.03% Increased
115
Bank of Montreal
Bank of Montreal
Ontario, Canada
$54.6M -$14.9M 11 0.04% Reduced
116
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$54.1M -$150K 1 0.32% Reduced
117
Point72 Asset Management
Point72 Asset Management
Connecticut
$53.7M -$46.9M 3 0.26% Reduced
118
Allianz Asset Management
Allianz Asset Management
Germany
$53.6M +$2.53M 5 0.05% Increased
119
Fidelity International
Fidelity International
Bermuda
$53.5M -$71.3M 3 0.07% Reduced
120
AQR Capital Management
AQR Capital Management
Connecticut
$52.9M -$1.54M 11 0.09% Reduced
121
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$52.8M -$4.22M 5 0.46% Reduced
122
PGH
Partners Group Holding
Switzerland
$52.2M $0 1 4.86% Maintained
123
CAM
Contour Asset Management
New York
$50.7M -$410K 1 1.86% Reduced
124
Raymond James & Associates
Raymond James & Associates
Florida
$50.4M +$5.13M 10 0.06% Increased
125
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50M -$5.9M 3 0.02% Reduced