← 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
BAMCO Inc
BAMCO Inc
New York
$43.7M +$48.8M 2 0.11% New
152
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.2M +$18.9M 4 0.18% Increased
153
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$43M +$2.83M 8 0.24% Increased
154
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$42.4M +$17M 3 0.06% Increased
155
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$42.4M +$2.97M 11 0.54% Increased
156
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$42.2M -$8.46M 1 1.38% Reduced
157
AP
Atwood & Palmer
Missouri
$42.1M -$16.9M 1 4.05% Reduced
158
ACB
Aristotle Capital Boston
Massachusetts
$41.2M -$16M 1 0.92% Reduced
159
Marshall Wace
Marshall Wace
United Kingdom
$41.2M +$10.8M 8 0.19% Increased
160
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$41M -$16M 1 0.22% Reduced
161
VOYA Investment Management
VOYA Investment Management
Georgia
$40.8M +$5.3M 11 0.08% Increased
162
Carmignac Gestion
Carmignac Gestion
France
$39.2M +$40.7M 1 0.45% New
163
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$38.6M -$5.84M 3 0.62% Reduced
164
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$37M -$819K 8 0.24% Reduced
165
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$35.9M -$5.79M 8 0.08% Reduced
166
ICOM
Investment Counselors of Maryland
Maryland
$35.9M +$4.24M 1 0.93% Increased
167
TD Asset Management
TD Asset Management
Ontario, Canada
$35.8M +$8.14M 4 0.04% Increased
168
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$35.4M -$6.63M 3 0.27% Reduced
169
OAM
Ophir Asset Management
Australia
$35.2M -$2.48M 1 7.11% Reduced
170
GAMCO Investors
GAMCO Investors
Connecticut
$35.1M -$11.3M 2 0.31% Reduced
171
SFM
Sphera Funds Management
Israel
$34.6M $0 1 2.65% Maintained
172
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$34.5M +$31M 1 0.4% New
173
Swedbank
Swedbank
Sweden
$34.2M +$31M 2 0.07% New
174
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$34M -$8.85M 1 2.68% Reduced
175
National Pension Service
National Pension Service
South Korea
$33.9M -$715K 1 0.07% Reduced