← 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
126
GIP
Granite Investment Partners
California
$14.7M +$2.9M 1 1.16% Increased
127
FA
Friess Associates
Delaware
$14.5M $0 1 1.48% Maintained
128
Driehaus Capital Management
Driehaus Capital Management
Illinois
$14.2M -$681K 2 0.5% Reduced
129
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$14.1M +$8.3K 1 0.25% Increased
130
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$13.9M +$988K 5 0.04% Increased
131
Mutual of America Capital Management
Mutual of America Capital Management
New York
$13.7M +$2.44M 2 0.29% Increased
132
Gotham Asset Management
Gotham Asset Management
New York
$13.5M +$4.46M 2 0.16% Increased
133
TD Asset Management
TD Asset Management
Ontario, Canada
$13.4M -$4.43M 1 0.02% Reduced
134
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$12.7M -$18.1K 1 0.63% Reduced
135
1832 Asset Management
1832 Asset Management
Ontario, Canada
$12.6M -$27.9M 1 0.05% Reduced
136
BlackRock Advisors
BlackRock Advisors
Delaware
$11.7M +$1.24M 6 0.01% Increased
137
USAA
United Services Automobile Association
Texas
$11.5M $0 2 0.04% Maintained
138
PP
PDT Partners
New York
$11.4M -$327K 3 0.9% Reduced
139
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$11.3M -$582K 3 0.16% Reduced
140
SAM
Shell Asset Management
Netherlands
$11.2M -$2.79M 1 0.26% Reduced
141
Citadel Advisors
Citadel Advisors
Florida
$11.1M -$1.38M 4 0.01% Reduced
142
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.4M $0 1 0.12% Maintained
143
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M -$4.68M 6 0.02% Reduced
144
TPCM
Three Peaks Capital Management
Colorado
$10.4M +$3.36M 1 1.8% Increased
145
AKRE Capital Management
AKRE Capital Management
Virginia
$10.3M $0 1 0.21% Maintained
146
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$9.95M +$9.69M 1 0.04% New
147
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$9.53M +$327K 1 0.19% Increased
148
Boston Partners
Boston Partners
Massachusetts
$9.21M +$1.18M 1 0.01% Increased
149
SEI Investments
SEI Investments
Pennsylvania
$9.17M +$4.38M 6 0.06% Increased
150
Millennium Management
Millennium Management
New York
$9.1M -$26.3M 4 0.02% Reduced