← 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
$780M +$6.74M 5 0.06% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$512M +$162M 4 0.07% Increased
3
State Street
State Street
Massachusetts
$415M +$3.06M 5 0.04% Increased
4
Wellington Management Group
Wellington Management Group
Massachusetts
$399M +$91.8M 3 0.11% Increased
5
abrdn Investment Management
abrdn Investment Management
United Kingdom
$374M +$120M 2 1.47% Increased
6
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$350M +$31.1M 5 0.09% Increased
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$308M -$3.34M 5 0.05% Reduced
8
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$292M -$7.17M 3 1.45% Reduced
9
BRC
Blue Ridge Capital
New York
$245M $0 1 2.97% Maintained
10
Bank of New York Mellon
Bank of New York Mellon
New York
$228M +$94.2M 5 0.06% Increased
11
Eagle Asset Management
Eagle Asset Management
Florida
$211M +$9.68M 2 1.21% Increased
12
Goldman Sachs
Goldman Sachs
New York
$191M +$13.2M 5 0.06% Increased
13
BAMCO Inc
BAMCO Inc
New York
$180M -$77.9K 1 0.72% Reduced
14
VM
Valinor Management
New York
$176M +$2.16M 1 4.49% Increased
15
Select Equity Group
Select Equity Group
New York
$173M -$32.7M 1 1.62% Reduced
16
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$156M +$1.97M 5 0.1% Increased
17
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$154M +$7.21M 5 0.1% Increased
18
Northern Trust
Northern Trust
Illinois
$144M -$599K 5 0.04% Reduced
19
Sculptor Capital
Sculptor Capital
New York
$134M -$90.5M 1 0.36% Reduced
20
D.E. Shaw & Co
D.E. Shaw & Co
New York
$133M -$16.9M 5 0.17% Reduced
21
Credit Suisse
Credit Suisse
Switzerland
$118M -$6.28M 5 0.11% Reduced
22
OppenheimerFunds
OppenheimerFunds
New York
$117M -$57.9M 3 0.13% Reduced
23
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$108M -$3.14M 2 2.57% Reduced
24
Alpha Wave Global
Alpha Wave Global
New York
$105M +$12.9M 1 5.67% Increased
25
TimesSquare Capital Management
TimesSquare Capital Management
New York
$99.3M +$33.2M 1 0.55% Increased