← 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
JCM
Jag Capital Management
Missouri
$27.4M +$8.38M 1 2.1% Increased
202
TD Asset Management
TD Asset Management
Ontario, Canada
$27.3M -$6.3M 3 0.02% Reduced
203
Junto Capital Management
Junto Capital Management
New York
$26.6M +$26.3M 1 0.68% New
204
Macquarie Group
Macquarie Group
Australia
$26.1M +$147K 9 0.02% Increased
205
FC
Franchise Capital
Cayman Islands
$26.1M $0 1 4.42% Maintained
206
CC
Cannell Capital
Wyoming
$25.9M -$5.31M 1 4.11% Reduced
207
KBC Group
KBC Group
Belgium
$25.9M +$20.5M 5 0.09% Increased
208
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$25.6M +$249K 2 0.15% Increased
209
Carmignac Gestion
Carmignac Gestion
France
$24.7M -$681K 1 0.35% Reduced
210
AAM
ACK Asset Management
Connecticut
$24.6M +$12.1M 2 5.8% Increased
211
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$24.2M -$343K 2 0.3% Reduced
212
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$24.1M +$5.24M 1 1.78% Increased
213
SCC
Spring Creek Capital
Kansas
$23.9M $0 1 0.91% Maintained
214
Adage Capital Partners
Adage Capital Partners
Massachusetts
$23.7M -$4.39M 1 0.04% Reduced
215
HI
Handelsinvest Investeringsforvaltning
Denmark
$23.5M +$2.13M 2 2.39% Increased
216
RHJA
Rice Hall James & Associates
California
$23.4M +$9.96M 2 0.83% Increased
217
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$23.3M +$1.33M 1 0.27% Increased
218
Congress Wealth Management
Congress Wealth Management
Massachusetts
$23.2M +$27.3M 1 0.46% New
219
HM Payson & Co
HM Payson & Co
Maine
$23M +$1.64M 5 0.5% Increased
220
Gabelli Funds
Gabelli Funds
New York
$22.7M +$6.69K 2 0.14% Increased
221
LPL Financial
LPL Financial
California
$22.6M -$7.72M 10 0.02% Reduced
222
SCA
Summit Creek Advisors
Minnesota
$22.5M +$11.1M 3 2.26% Increased
223
Los Angeles Capital Management
Los Angeles Capital Management
California
$21.8M -$58.2M 6 0.08% Reduced
224
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$21.5M -$3.58M 12 0.2% Reduced
225
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$21.4M -$1.47M 5 0.15% Reduced