← 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	VVP Vulcan Value Partners Birmingham, Alabama	$87.6M	+$32M	1	0.45%	Increased
102	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$86M	+$1.65M	13	0.1%	Increased
103	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$84.7M	+$93.2K	1	3.81%	Increased
104	Axiom Investors Greenwich, Connecticut	$84.6M	-$4.98M	1	1.56%	Reduced
105	Raymond James & Associates St Petersburg, Florida	$84.1M	+$3.44M	10	0.07%	Increased
106	Schroder Investment Management Group London, United Kingdom	$83.7M	+$9.49M	3	0.11%	Increased
107	BAMCO Inc New York	$81.5M	-$36.8M	1	0.17%	Reduced
108	Burgundy Asset Management Toronto, Ontario, Canada	$81M	+$1.31M	1	0.79%	Increased
109	Capital World Investors Los Angeles, California	$80.7M	$0	1	0.01%	Maintained
110	William Blair & Company Chicago, Illinois	$79.2M	+$14.3M	5	0.25%	Increased
111	HSBC Holdings London, United Kingdom	$77.8M	+$6.84M	10	0.07%	Increased
112	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$74M	+$20.2M	3	0.16%	Increased
113	Massachusetts Financial Services Boston, Massachusetts	$73.5M	+$35.7M	3	0.02%	Increased
114	Zurich Insurance Group Zurich, Switzerland	$72.5M	+$4.6M	1	0.82%	Increased
115	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$71.5M	+$8.68M	1	0.04%	Increased
116	Janus Henderson Group London,	$69.5M	+$58.9M	9	0.03%	Increased
117	HMP HS Management Partners New York	$69.1M	+$73.8M	1	1.83%	New
118	Mairs & Power Inc St Paul, Minnesota	$67.4M	+$12.9M	2	0.62%	Increased
119	SCM Scopia Capital Management New York	$67.3M	+$32.7M	1	6.35%	Increased
120	Arrowstreet Capital Boston, Massachusetts	$66.8M	-$73.4M	6	0.08%	Reduced
121	ICM Indaba Capital Management San Francisco, California	$64.7M	+$1.31M	1	6.94%	Increased
122	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$64.2M	+$31.3M	1	1.99%	Increased
123	Axa Paris, France	$63.5M	+$1.83M	6	0.16%	Increased
124	Mirae Asset Global Investments Seoul, South Korea	$63.4M	-$807K	5	0.14%	Reduced
125	SEI Investments Oaks, Pennsylvania	$63M	+$9.14M	8	0.12%	Increased