← 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
151
BCM
Bares Capital Management
Texas
$36.4M -$1.11M 1 0.67% Reduced
152
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$36.3M -$26.6M 7 0.22% Reduced
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.2M -$16.6M 8 0.18% Reduced
154
GAMCO Investors
GAMCO Investors
Connecticut
$35.5M -$1.31M 2 0.33% Reduced
155
FA
Friess Associates
Delaware
$34.7M +$3.39M 1 2.56% Increased
156
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$34.5M +$12.7M 9 0.63% Increased
157
ClearBridge Investments
ClearBridge Investments
New York
$32.9M +$24.7M 1 0.03% New
158
Voloridge Investment Management
Voloridge Investment Management
Florida
$32.7M -$24M 6 0.27% Reduced
159
Eventide Asset Management
Eventide Asset Management
Massachusetts
$32.5M +$30.8M 1 0.5% New
160
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$32.1M -$959K 2 0.36% Reduced
161
Canada Life
Canada Life
Manitoba, Canada
$32M +$269K 10 0.06% Increased
162
HSBC Holdings
HSBC Holdings
United Kingdom
$31.5M +$2.68M 7 0.04% Increased
163
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$31.4M -$21.7M 2 0.51% Reduced
164
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$31.3M -$7.47M 3 0.53% Reduced
165
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31.3M -$6.23M 5 0.07% Reduced
166
MAM
Montanaro Asset Management
United Kingdom
$31.1M +$21.8M 1 5.24% New
167
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31M -$1.99M 7 0.24% Reduced
168
BC
Beaconlight Capital
New York
$30.6M -$1.58M 1 9.29% Reduced
169
ICOM
Investment Counselors of Maryland
Maryland
$30.4M +$3.17M 1 0.98% Increased
170
OAM
Ophir Asset Management
Australia
$30.2M +$25.9M 2 9.83% New
171
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$29.6M +$2.03M 3 0.24% Increased
172
SRFM
Shannon River Fund Management
New York
$29.5M +$8.64M 1 2.77% Increased
173
Comerica Bank
Comerica Bank
Texas
$29.4M -$316K 9 0.19% Reduced
174
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$28.2M -$7.59M 10 0.39% Reduced
175
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$27.3M -$1.39M 1 2.43% Reduced