← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$36.7M -$2.74M 8 0.08% Reduced
102
AAM
Alpine Associates Management
Florida
$36.5M +$217K 1 1.91% Increased
103
ValueAct Holdings
ValueAct Holdings
California
$35.8M +$33.1M 1 0.8% New
104
Federated Hermes
Federated Hermes
Pennsylvania
$35.1M +$15.1M 5 0.09% Increased
105
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$34.9M +$6.46M 1 0.43% Increased
106
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$34.7M -$2.05M 3 0.08% Reduced
107
Prudential Financial
Prudential Financial
New Jersey
$34.5M +$3.34M 10 0.05% Increased
108
Point72 Asset Management
Point72 Asset Management
Connecticut
$34.3M +$38.3M 5 0.1% Increased
109
William Blair & Company
William Blair & Company
Illinois
$33.8M +$17.4M 4 0.13% Increased
110
CCM
Candlestick Capital Management
Connecticut
$33.6M -$27.4M 1 0.94% Reduced
111
PGH
Partners Group Holding
Switzerland
$32.7M $0 1 3.06% Maintained
112
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$31.1M -$61M 8 0.07% Reduced
113
Jane Street
Jane Street
New York
$30.3M -$6.93K 10 0.01% Reduced
114
Canada Life
Canada Life
Manitoba, Canada
$30.2M +$12.1M 9 0.07% Increased
115
Two Sigma Advisers
Two Sigma Advisers
New York
$29.9M -$66.1M 8 0.08% Reduced
116
ICM
Indaba Capital Management
California
$28.7M $0 1 8.47% Maintained
117
Stifel Financial
Stifel Financial
Missouri
$28.1M +$4.55M 11 0.04% Increased
118
HighTower Advisors
HighTower Advisors
Illinois
$28.1M +$20.2M 7 0.05% Increased
119
Voloridge Investment Management
Voloridge Investment Management
Florida
$28M -$1.5M 5 0.14% Reduced
120
VVP
Vulcan Value Partners
Alabama
$27.2M -$605K 1 0.41% Reduced
121
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$27.2M -$9.29M 2 0.32% Reduced
122
HSBC Holdings
HSBC Holdings
United Kingdom
$26.2M -$1.19M 6 0.03% Reduced
123
SEI Investments
SEI Investments
Pennsylvania
$25.9M -$6.11M 11 0.05% Reduced
124
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$25.8M -$10.5M 1 0.48% Reduced
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$25.8M -$855K 8 0.06% Reduced