← 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
1
Vanguard Group
Vanguard Group
Pennsylvania
$756M +$17.8M 5 0.06% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$500M -$211M 5 0.07% Reduced
3
State Street
State Street
Massachusetts
$433M +$11.3M 5 0.05% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$309M -$4.57M 5 0.05% Reduced
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$301M +$2.63M 5 0.08% Increased
6
Select Equity Group
Select Equity Group
New York
$296M +$155M 2 3.02% Increased
7
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$258M +$28.1M 2 1.03% Increased
8
BRC
Blue Ridge Capital
New York
$251M $0 1 2.47% Maintained
9
Sculptor Capital
Sculptor Capital
New York
$236M -$22.7M 2 0.71% Reduced
10
OppenheimerFunds
OppenheimerFunds
New York
$198M +$32.6M 3 0.22% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$192M -$23.8M 4 0.05% Reduced
12
BAMCO Inc
BAMCO Inc
New York
$188M -$37.6M 1 0.75% Reduced
13
Putnam Investments
Putnam Investments
Massachusetts
$187M +$7.86M 3 0.4% Increased
14
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$178M -$2.62M 5 0.12% Reduced
15
D.E. Shaw & Co
D.E. Shaw & Co
New York
$165M -$14.3M 4 0.22% Reduced
16
Norges Bank
Norges Bank
Norway
$162M +$91.5M 3 0.04% Increased
17
abrdn Investment Management
abrdn Investment Management
United Kingdom
$161M +$107M 2 0.72% Increased
18
Eagle Asset Management
Eagle Asset Management
Florida
$152M +$1.68M 1 0.82% Increased
19
CRM
Cramer Rosenthal McGlynn
Connecticut
$144M +$156M 1 1.16% New
20
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$134M +$8.58M 5 0.09% Increased
21
Northern Trust
Northern Trust
Illinois
$131M -$14.8M 5 0.04% Reduced
22
Bank of New York Mellon
Bank of New York Mellon
New York
$124M +$9.85M 5 0.03% Increased
23
SFM
Systematic Financial Management
New Jersey
$121M +$7.93M 3 0.83% Increased
24
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$118M +$5.31M 5 0.08% Increased
25
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$117M +$15.8M 5 0.03% Increased