← 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
JHP
James Hambro & Partners
United Kingdom
$30.2M +$382K 1 2.39% Increased
202
Robeco Schweiz
Robeco Schweiz
Switzerland
$30.2M +$4.18M 2 0.42% Increased
203
BCM
Bares Capital Management
Texas
$30M +$4.43M 1 0.53% Increased
204
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.9M +$27.8M 2 0.06% Increased
205
Squarepoint
Squarepoint
New York
$29.7M +$2.51M 8 0.11% Increased
206
LPL Financial
LPL Financial
California
$29.6M +$1M 9 0.03% Increased
207
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.6M +$18.6M 2 0.06% Increased
208
Durable Capital Partners
Durable Capital Partners
Maryland
$29.4M +$27.2M 1 0.22% New
209
LPC
Long Pond Capital
New York
$29.3M +$1.29M 1 1.02% Increased
210
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$29.3M -$6.61M 5 0.06% Reduced
211
Jefferies Group
Jefferies Group
New York
$29.1M +$9.49M 2 0.18% Increased
212
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$27.7M -$5.03M 1 0.32% Reduced
213
Atreides Management
Atreides Management
Massachusetts
$27.7M +$1.13M 1 0.49% Increased
214
Korea Investment Corp
Korea Investment Corp
South Korea
$27.5M +$14.1M 2 0.08% Increased
215
Jane Street
Jane Street
New York
$27.4M +$6.14M 10 0.01% Increased
216
Driehaus Capital Management
Driehaus Capital Management
Illinois
$26.8M -$5.73M 2 0.36% Reduced
217
HM Payson & Co
HM Payson & Co
Maine
$26.5M -$9.38M 5 0.65% Reduced
218
US Bancorp
US Bancorp
Minnesota
$26.3M +$1.49M 12 0.05% Increased
219
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$26.2M +$203K 2 0.37% Increased
220
Marshall Wace
Marshall Wace
United Kingdom
$26M -$15M 6 0.12% Reduced
221
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$26M -$21.3M 2 0.04% Reduced
222
Gabelli Funds
Gabelli Funds
New York
$25.9M -$1.15M 2 0.17% Reduced
223
CAM
ClariVest Asset Management
California
$25.7M -$5.34M 1 0.86% Reduced
224
Marshall Wace North America
Marshall Wace North America
New York
$25.6M -$32.8M 5 0.11% Reduced
225
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$25.5M +$1.67M 1 0.37% Increased