← 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
ClearBridge Investments
ClearBridge Investments
New York
$85.5M +$19.9M 1 0.06% Increased
102
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$84.5M +$2.76M 1 4.34% Increased
103
HSBC Holdings
HSBC Holdings
United Kingdom
$82.1M -$7.92M 9 0.08% Reduced
104
VVP
Vulcan Value Partners
Alabama
$81.3M +$77.2M 1 0.44% New
105
Los Angeles Capital Management
Los Angeles Capital Management
California
$80.6M -$2M 7 0.37% Reduced
106
Aviva
Aviva
United Kingdom
$79.7M +$15.6M 4 0.36% Increased
107
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$79.7M -$25.4M 4 0.12% Reduced
108
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$79.6M +$859K 1 0.95% Increased
109
William Blair & Company
William Blair & Company
Illinois
$77.7M +$3.31M 6 0.26% Increased
110
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$74.5M +$2.28M 1 0.05% Increased
111
Capital World Investors
Capital World Investors
California
$74.4M -$38.9M 1 0.01% Reduced
112
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$73.8M -$7.38M 5 0.18% Reduced
113
Wellington Management Group
Wellington Management Group
Massachusetts
$72.8M +$8.95M 6 0.01% Increased
114
Prudential Financial
Prudential Financial
New Jersey
$72.2M -$12M 10 0.1% Reduced
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M +$3.28M 12 0.06% Increased
116
Citigroup
Citigroup
New York
$71.8M -$10.5M 15 0.04% Reduced
117
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$68M -$99.9K 1 0.04% Reduced
118
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$67.7M -$17.4M 7 0.17% Reduced
119
Bank of Montreal
Bank of Montreal
Ontario, Canada
$67.4M -$11.6M 9 0.03% Reduced
120
Scout Investments
Scout Investments
Missouri
$66.9M -$27.6M 1 1% Reduced
121
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.9M +$9.83M 8 0.14% Increased
122
TimesSquare Capital Management
TimesSquare Capital Management
New York
$66.7M -$12.1M 1 0.58% Reduced
123
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$65.9M +$23.1M 2 0.66% Increased
124
Axa
Axa
France
$64.5M -$41.9M 6 0.18% Reduced
125
1832 Asset Management
1832 Asset Management
Ontario, Canada
$64.5M +$5.64M 4 0.12% Increased