← 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	Locust Wood Capital Advisers New York	$50.9M	+$36.8M	1	1.27%	New
127	Stephens Investment Management Group Houston, Texas	$48.7M	+$9.89M	1	0.63%	Increased
128	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$48.3M	-$513K	9	0.05%	Reduced
129	Jennison Associates New York	$48.2M	-$50.9M	1	0.03%	Reduced
130	Fisher Asset Management Camas, Washington	$47.8M	-$11.9M	3	0.02%	Reduced
131	TI Trigran Investments Northbrook, Illinois	$47.4M	-$18M	1	8.6%	Reduced
132	CPH C Partners Holding Zurich, Switzerland	$47.3M	$0	1	12.4%	Maintained
133	Ninety One (UK) London, United Kingdom	$46.9M	+$49.1M	1	0.1%	New
134	Royce & Associates New York	$46.2M	-$2.41M	4	0.46%	Reduced
135	HighTower Advisors Chicago, Illinois	$46.2M	-$3.03M	7	0.05%	Reduced
136	Point72 Asset Management Stamford, Connecticut	$45.1M	+$36.4M	3	0.08%	Increased
137	GF Greenhouse Funds Baltimore, Maryland	$44.7M	+$44M	1	1.63%	New
138	Bank of Montreal Toronto, Ontario, Canada	$43.7M	-$1.69M	6	0.02%	Reduced
139	Riverbridge Partners Minneapolis, Minnesota	$43.3M	-$3.75M	1	0.73%	Reduced
140	Mitsubishi UFJ Asset Management Tokyo, Japan	$41.9M	+$929K	4	0.03%	Increased
141	PIP Permian Investment Partners Dallas, Texas	$41.7M	+$30.2M	1	4.71%	New
142	William Blair & Company Chicago, Illinois	$41.6M	+$2.86M	3	0.11%	Increased
143	GW&K Investment Management Boston, Massachusetts	$40.8M	-$1.82M	2	0.36%	Reduced
144	Loomis, Sayles & Company Boston, Massachusetts	$40.2M	+$9.03M	3	0.05%	Increased
145	LPL Financial San Diego, California	$39.8M	+$3.87M	9	0.01%	Increased
146	Janus Henderson Group London,	$38.3M	+$4.02M	7	0.02%	Increased
147	Stifel Financial St. Louis, Missouri	$38.1M	-$3.48M	7	0.03%	Reduced
148	Handelsbanken Fonder Stockholm, Sweden	$37.6M	+$4.72M	6	0.12%	Increased
149	OAM Ophir Asset Management Sydney, Australia	$37.6M	-$23M	1	4.64%	Reduced
150	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$37.5M	+$1.1M	3	0.02%	Increased