← 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 Malvern, Pennsylvania	$862M	+$40.2M	6	0.06%	Increased
2	Fidelity Investments Boston, Massachusetts	$444M	-$3.05M	4	0.06%	Reduced
3	State Street Boston, Massachusetts	$410M	-$32.1M	5	0.04%	Reduced
4	abrdn Investment Management Edinburgh, United Kingdom	$368M	-$59M	1	1.55%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$349M	+$282M	5	0.07%	Increased
6	BlackRock Fund Advisors San Francisco, California	$339M	-$9.78M	5	0.08%	Reduced
7	Wellington Management Group Boston, Massachusetts	$330M	+$12.8M	4	0.09%	Increased
8	BlackRock Institutional Trust San Francisco, California	$305M	-$4.1M	5	0.05%	Reduced
9	Columbia Wanger Asset Management Chicago, Illinois	$280M	-$1.74M	3	1.8%	Reduced
10	TCMV Technology Crossover Management VII Menlo Park, California	$250M	+$264M	1	15.14%	New
11	BRC Blue Ridge Capital New York	$242M	-$23.9M	1	2.73%	Reduced
12	Bank of New York Mellon New York	$219M	-$6.52M	5	0.06%	Reduced
13	EdgePoint Investment Group Toronto, Ontario, Canada	$217M	+$125M	1	4.23%	Increased
14	Capital Research Global Investors Los Angeles, California	$215M	+$9.51M	1	0.07%	Increased
15	Wells Fargo San Francisco, California	$202M	+$81.3M	5	0.08%	Increased
16	Select Equity Group New York	$180M	-$2.99M	1	1.64%	Reduced
17	Goldman Sachs New York	$174M	+$9.97M	6	0.05%	Increased
18	Dimensional Fund Advisors Austin, Texas	$157M	+$7.77M	5	0.1%	Increased
19	Eagle Asset Management St Petersburg, Florida	$150M	-$24M	1	0.84%	Reduced
20	D.E. Shaw & Co New York	$144M	+$17M	5	0.21%	Increased
21	Northern Trust Chicago, Illinois	$140M	-$1.48M	5	0.04%	Reduced
22	Disciplined Growth Investors Minneapolis, Minnesota	$122M	+$1.19M	2	2.94%	Increased
23	BAMCO Inc New York	$120M	-$35.5M	1	0.47%	Reduced
24	Royal Bank of Canada Toronto, Ontario, Canada	$118M	+$6.94M	5	0.08%	Increased
25	VM Valinor Management New York	$108M	-$27.6M	1	2.86%	Reduced