← 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
Atreides Management
Atreides Management
Massachusetts
$28.3M $0 1 0.64% Maintained
202
1832 Asset Management
1832 Asset Management
Ontario, Canada
$27.4M -$36.3M 1 0.06% Reduced
203
Driehaus Capital Management
Driehaus Capital Management
Illinois
$27.2M +$6.54M 2 0.4% Increased
204
Stifel Financial
Stifel Financial
Missouri
$27.1M -$816K 8 0.04% Reduced
205
Panagora Asset Management
Panagora Asset Management
Massachusetts
$26.9M +$10.8M 9 0.15% Increased
206
JHP
James Hambro & Partners
United Kingdom
$26.9M +$2.48M 1 2.48% Increased
207
Macquarie Group
Macquarie Group
Australia
$26.8M +$7.45M 8 0.04% Increased
208
Natixis
Natixis
France
$26.8M -$71.6M 2 0.09% Reduced
209
Group One Trading
Group One Trading
Illinois
$26.7M +$12.9M 8 0.04% Increased
210
Comerica Bank
Comerica Bank
Texas
$26.6M -$6.01M 9 0.16% Reduced
211
BCM
Bares Capital Management
Texas
$26.1M -$4.65M 1 0.49% Reduced
212
Candriam SCA
Candriam SCA
Luxembourg
$25.9M -$2.65K 2 0.22% Reduced
213
CAM
ClariVest Asset Management
California
$25.5M -$1.87M 1 0.9% Reduced
214
Gabelli Funds
Gabelli Funds
New York
$25.4M -$3.67M 2 0.17% Reduced
215
Walleye Trading
Walleye Trading
New York
$25M +$848K 5 0.11% Increased
216
AIG
American International Group
New York
$24.7M -$27M 11 0.09% Reduced
217
OCMI
Oaktop Capital Management II
New Jersey
$24.4M $0 1 3.76% Maintained
218
LPL Financial
LPL Financial
California
$24.2M +$3.52M 8 0.03% Increased
219
Robeco Schweiz
Robeco Schweiz
Switzerland
$24.1M +$20.8M 2 0.37% Increased
220
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.1M $0 7 0.19% Maintained
221
US Bancorp
US Bancorp
Minnesota
$24M -$801K 11 0.05% Reduced
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.9M -$3.49M 5 0.13% Reduced
223
Antipodes Partners
Antipodes Partners
Australia
$23.7M +$21.3M 1 0.96% New
224
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$23.4M -$9.75M 2 0.37% Reduced
225
RHBC
R.H. Bluestein & Co
Michigan
$23.2M +$19.2M 3 0.98% Increased