← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$59.5M -$3.95M 6 0.06% Reduced
102
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$58.9M -$45.5M 2 0.21% Reduced
103
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$57.3M +$10.3M 2 0.85% Increased
104
Eventide Asset Management
Eventide Asset Management
Massachusetts
$56.8M -$25.2M 1 1.21% Reduced
105
MVP
Miller Value Partners
Florida
$55.9M -$17.5M 1 2.84% Reduced
106
TI
Trigran Investments
Illinois
$55.3M +$8.29M 1 6.45% Increased
107
SCM
Scopia Capital Management
New York
$54.5M +$27M 1 5.88% Increased
108
BCM
Bares Capital Management
Texas
$53.7M +$1.65M 1 1.97% Increased
109
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$53.1M +$4.92M 1 0.67% Increased
110
ClearBridge Investments
ClearBridge Investments
New York
$53M -$3.05M 1 0.05% Reduced
111
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$53M +$1.27M 14 0.08% Increased
112
SGMPI
Spark Growth Management Partners II
Massachusetts
$53M $0 1 42.02% Maintained
113
FCM
Freshford Capital Management
New York
$51.7M +$15.1M 1 7.06% Increased
114
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$50M +$17.9M 2 0.6% Increased
115
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$47.9M +$9.5M 12 0.01% Increased
116
Raymond James & Associates
Raymond James & Associates
Florida
$45.8M -$791K 9 0.04% Reduced
117
Wellington Management Group
Wellington Management Group
Massachusetts
$45.1M +$2.35M 3 0.01% Increased
118
Evercore Wealth Management
Evercore Wealth Management
New York
$44.2M +$51.6M 1 0.93% New
119
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.7M -$699K 9 0.11% Reduced
120
HSBC Holdings
HSBC Holdings
United Kingdom
$42.5M -$4.05M 8 0.06% Reduced
121
PGH
Partners Group Holding
Switzerland
$41.2M +$126K 2 2.43% Increased
122
Antipodes Partners
Antipodes Partners
Australia
$41M +$6.5M 1 1.71% Increased
123
Axa
Axa
France
$39.9M -$8.89M 5 0.15% Reduced
124
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$39M +$3.4M 6 0.06% Increased
125
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$38.7M +$5.24M 1 1.39% Increased