← 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
Two Sigma Advisers
Two Sigma Advisers
New York
$41.7M +$13.6M 9 0.09% Increased
102
C WorldWide Group
C WorldWide Group
Denmark
$41.6M $0 1 0.45% Maintained
103
Victory Capital Management
Victory Capital Management
Texas
$41.2M +$6.32M 9 0.04% Increased
104
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$39.8M -$25.9M 3 0.04% Reduced
105
Fidelity International
Fidelity International
Bermuda
$39.5M +$28.2M 2 0.04% Increased
106
HSBC Holdings
HSBC Holdings
United Kingdom
$38.4M +$7.98M 8 0.02% Increased
107
Royce & Associates
Royce & Associates
New York
$36.7M -$399K 3 0.34% Reduced
108
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$36.5M +$11.6M 8 0.03% Increased
109
BCM
Bares Capital Management
Texas
$36.5M -$1.32M 1 1.75% Reduced
110
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$35.7M -$330K 10 0.04% Reduced
111
PGH
Partners Group Holding
Switzerland
$35.2M $0 1 2.65% Maintained
112
ClearBridge Investments
ClearBridge Investments
New York
$34.4M -$6.78M 1 0.03% Reduced
113
Driehaus Capital Management
Driehaus Capital Management
Illinois
$33.8M -$5.01M 1 0.33% Reduced
114
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.1M +$5.21M 1 0.31% Increased
115
Davenport & Co
Davenport & Co
Virginia
$32.2M -$8.28K 2 0.19% Reduced
116
HighTower Advisors
HighTower Advisors
Illinois
$31.1M +$828K 6 0.05% Increased
117
Squarepoint
Squarepoint
New York
$30.5M -$3.2M 9 0.05% Reduced
118
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$30.2M -$32.7M 1 0.14% Reduced
119
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$29.2M -$13M 6 0.13% Reduced
120
SEI Investments
SEI Investments
Pennsylvania
$28.7M +$1.08M 9 0.04% Increased
121
Marshall Wace
Marshall Wace
United Kingdom
$28.4M -$28.1M 9 0.04% Reduced
122
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.2M +$5.04M 7 0.12% Increased
123
CCM
Candlestick Capital Management
Connecticut
$28.1M +$29.3M 1 0.77% New
124
Capital International Investors
Capital International Investors
California
$27.5M $0 1 0.01% Maintained
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$26M -$636K 7 0.06% Reduced