← 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
SCM
Stadium Capital Management
Connecticut
$44.9M +$10.5M 2 33.78% Increased
102
Renaissance Technologies
Renaissance Technologies
New York
$44.4M -$27.7M 10 0.07% Reduced
103
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.7M -$7.99M 11 0% Reduced
104
Two Sigma Advisers
Two Sigma Advisers
New York
$41.5M -$6.69M 9 0.1% Reduced
105
First Trust Advisors
First Trust Advisors
Illinois
$41M -$8.82M 5 0.04% Reduced
106
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$40.8M -$23.3K 1 0.36% Reduced
107
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$39.1M -$1.05M 10 0.05% Reduced
108
Franklin Resources
Franklin Resources
California
$38.6M -$2.3M 7 0.01% Reduced
109
HighTower Advisors
HighTower Advisors
Illinois
$37.2M -$427K 6 0.05% Reduced
110
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37M +$12M 9 0.18% Increased
111
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$34.9M +$6.7M 1 0.18% Increased
112
SEI Investments
SEI Investments
Pennsylvania
$34.3M +$5.53M 10 0.04% Increased
113
Jane Street
Jane Street
New York
$34.1M -$22.2M 11 0.01% Reduced
114
Marshall Wace
Marshall Wace
United Kingdom
$34M +$690K 10 0.04% Increased
115
PGH
Partners Group Holding
Switzerland
$33.5M $0 1 2.15% Maintained
116
Fidelity International
Fidelity International
Bermuda
$33.4M -$13.8M 2 0.03% Reduced
117
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$33.4M +$13.7M 5 0.06% Increased
118
Capital International Investors
Capital International Investors
California
$33M $0 1 0.01% Maintained
119
Los Angeles Capital Management
Los Angeles Capital Management
California
$32.5M +$9.74M 4 0.13% Increased
120
ClearBridge Investments
ClearBridge Investments
New York
$32.4M -$3.02M 1 0.03% Reduced
121
Driehaus Capital Management
Driehaus Capital Management
Illinois
$32.2M +$898K 1 0.28% Increased
122
BGC
Blue Grotto Capital
Georgia
$31.4M +$13.1M 2 5.83% Increased
123
CPH
C Partners Holding
Switzerland
$30.9M +$1.12M 1 9.7% Increased
124
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$30.6M +$24.9M 1 0.42% Increased
125
Acadian Asset Management
Acadian Asset Management
Massachusetts
$30.1M +$11M 8 0.09% Increased