← 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	Zurich Cantonal Bank Zurich, Switzerland	$84M	-$17.6M	8	0.5%	Reduced
102	Allianz Asset Management Munich, Germany	$83.7M	+$12M	7	0.08%	Increased
103	Axa Paris, France	$82.6M	+$30.1M	7	0.25%	Increased
104	Los Angeles Capital Management Los Angeles, California	$81.7M	-$2.7M	9	0.37%	Reduced
105	AQR Capital Management Greenwich, Connecticut	$78.5M	+$11M	11	0.13%	Increased
106	Fidelity International Hamilton, Bermuda	$77.2M	-$3.47M	4	0.09%	Reduced
107	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$76.7M	-$1.14M	1	4.58%	Reduced
108	Handelsbanken Fonder Stockholm, Sweden	$75.8M	+$2.45M	7	0.43%	Increased
109	Eventide Asset Management Boston, Massachusetts	$75.1M	+$25.4M	1	1.11%	Increased
110	Janus Henderson Group London,	$74.8M	-$49.6M	7	0.03%	Reduced
111	GC Greenvale Capital London, United Kingdom	$73.5M	+$31.2M	1	8%	Increased
112	TPI Tesco Pension Investment London, United Kingdom	$73.4M	$0	1	1.39%	Maintained
113	Wellington Management Group Boston, Massachusetts	$71.8M	+$165K	6	0.01%	Increased
114	FCM Freshford Capital Management Rye Brook, New York	$71.5M	-$75.3M	1	9.95%	Reduced
115	GC Greenlight Capital New York	$70.3M	-$29M	3	4.89%	Reduced
116	Summit Partners Public Asset Management Boston, Massachusetts	$69.7M	+$3.86M	1	3.02%	Increased
117	D1 Capital Partners New York	$69.6M	+$72.1M	1	0.52%	New
118	Raymond James & Associates St Petersburg, Florida	$68.3M	+$4.32M	10	0.07%	Increased
119	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$67.2M	-$1.7M	12	0.06%	Reduced
120	Jacobs Levy Equity Management Florham Park, New Jersey	$66.5M	-$6.03M	5	0.51%	Reduced
121	TimesSquare Capital Management New York	$66.3M	+$59.7M	1	0.57%	New
122	Axiom Investors Greenwich, Connecticut	$66.2M	-$14.9M	1	1.2%	Reduced
123	ClearBridge Investments New York	$66M	+$20.9M	1	0.05%	Increased
124	Peregrine Capital Management Minneapolis, Minnesota	$62.6M	-$20.3M	3	1.16%	Reduced
125	Scout Investments Kansas City, Missouri	$62.2M	+$6.53M	1	0.93%	Increased