← 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
201
IECM
Intrinsic Edge Capital Management
Illinois
$14.1M +$3.2M 2 1.3% Increased
202
TD Asset Management
TD Asset Management
Ontario, Canada
$14M +$2.06M 3 0.02% Increased
203
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$14M -$824K 2 0.07% Reduced
204
Marshall Wace
Marshall Wace
United Kingdom
$13.9M -$540K 5 0.1% Reduced
205
KCM
Kensico Capital Management
Connecticut
$13.8M +$8.22M 1 0.29% New
206
Kennedy Capital Management
Kennedy Capital Management
Missouri
$13.8M +$1.91M 2 0.4% Increased
207
MFAM
Motley Fool Asset Management
Virginia
$13.7M +$216K 1 1.37% Increased
208
Squarepoint
Squarepoint
New York
$13.7M +$884K 7 0.22% Increased
209
GS
Gagnon Securities
New York
$13.5M -$70.9K 2 3.27% Reduced
210
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$13.5M +$7.68M 1 1.49% Increased
211
Marshall Wace North America
Marshall Wace North America
New York
$13.5M +$952K 4 0.09% Increased
212
Fisher Asset Management
Fisher Asset Management
Washington
$13.2M -$310K 1 0.01% Reduced
213
Frontier Capital Management
Frontier Capital Management
Massachusetts
$12.8M -$1.31M 1 0.11% Reduced
214
William Blair & Company
William Blair & Company
Illinois
$12.8M +$1.35M 4 0.06% Increased
215
Sculptor Capital
Sculptor Capital
New York
$12.8M +$1.42M 1 0.11% Increased
216
ACM
American Capital Management
New York
$12.6M +$5.03K 1 0.46% Increased
217
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.6M -$5.17M 10 0.02% Reduced
218
Walleye Trading
Walleye Trading
New York
$12.6M +$9.24M 5 0.08% Increased
219
Group One Trading
Group One Trading
Illinois
$12.5M +$6.57M 6 0.06% Increased
220
PP
PDT Partners
New York
$12.4M +$4.04M 5 0.84% Increased
221
Natixis Advisors
Natixis Advisors
Massachusetts
$12.2M +$1.83M 2 0.08% Increased
222
Acadian Asset Management
Acadian Asset Management
Massachusetts
$12.2M +$1.18M 8 0.05% Increased
223
Calamos Advisors
Calamos Advisors
Illinois
$12.2M +$2.76M 2 0.09% Increased
224
Voloridge Investment Management
Voloridge Investment Management
Florida
$12M -$933K 6 0.14% Reduced
225
US Bancorp
US Bancorp
Minnesota
$11.9M -$1.04M 10 0.03% Reduced