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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
| $784M | -$71.1M | 5 | 0.11% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $735M | +$23.4M | 5 | 0.06% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $409M | -$13.4M | 5 | 0.05% | Reduced |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $312M | +$3.34M | 5 | 0.05% | Increased |
|
| 5 |
BlackRock Fund Advisors
San Francisco,
California
| $292M | +$2.38M | 5 | 0.09% | Increased |
|
| 6 |
BAMCO Inc
New York
| $270M | -$11.8M | 1 | 1.1% | Reduced |
|
| 7 |
Columbia Wanger Asset Management
Chicago,
Illinois
| $264M | $0 | 2 | 1.04% | Maintained |
|
| 8 |
JP Morgan Chase
New York
| $244M | -$17.1M | 4 | 0.07% | Reduced |
|
| 9 |
Sculptor Capital
New York
| $240M | +$29.1M | 1 | 0.79% | Increased |
|
| 10 |
BRC
Blue Ridge Capital
New York
| $231M | +$222M | 1 | 2.55% | New |
|
| 11 |
TIAA CREF Investment Management
New York
| $171M | +$79.9M | 5 | 0.12% | Increased |
|
| 12 |
D.E. Shaw & Co
New York
| $166M | +$44.5M | 4 | 0.24% | Increased |
|
| 13 |
OppenheimerFunds
New York
| $163M | +$19.6M | 3 | 0.19% | Increased |
|
| 14 |
Putnam Investments
Boston,
Massachusetts
| $163M | +$7.85M | 3 | 0.37% | Increased |
|
| 15 |
Trian Fund Management
New York
| $154M | -$52M | 1 | 2.53% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $146M | +$4.61M | 5 | 0.05% | Increased |
|
| 17 |
Select Equity Group
New York
| $143M | +$97.7M | 2 | 1.57% | Increased |
|
| 18 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $143M | -$21.5M | 2 | 0.33% | Reduced |
|
| 19 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
| $137M | -$4.27M | 2 | 0.94% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $122M | +$3.75M | 5 | 0.09% | Increased |
|
| 21 |
Eagle Asset Management
St Petersburg,
Florida
| $118M | -$3.49M | 1 | 0.65% | Reduced |
|
| 22 |
Bessemer Group
Woodbridge,
New Jersey
| $116M | +$37.4M | 2 | 0.78% | Increased |
|
| 23 |
VM
Valinor Management
New York
| $110M | +$106M | 1 | 3.39% | New |
|
| 24 |
Bank of New York Mellon
New York
| $108M | -$15.3M | 5 | 0.03% | Reduced |
|
| 25 |
Invesco
Atlanta,
Georgia
| $106M | -$67.7M | 5 | 0.04% | Reduced |
|