← 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	$884M	+$21.9M	6	0.06%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$677M	+$22.2M	5	0.14%	Increased
3	TCMV Technology Crossover Management VII Menlo Park, California	$406M	$0	1	24.68%	Maintained
4	Fidelity Investments Boston, Massachusetts	$377M	+$69.6M	5	0.05%	Increased
5	abrdn Investment Management Edinburgh, United Kingdom	$372M	-$14.2M	1	1.69%	Reduced
6	State Street Boston, Massachusetts	$343M	-$552K	6	0.04%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$339M	-$7.81M	6	0.08%	Reduced
8	JP Morgan Chase New York	$317M	+$68.8M	6	0.08%	Increased
9	BlackRock Institutional Trust San Francisco, California	$299M	-$1.27M	6	0.05%	Reduced
10	EdgePoint Investment Group Toronto, Ontario, Canada	$298M	+$3.09M	1	5.16%	Increased
11	Select Equity Group New York	$270M	+$47.4M	1	2.27%	Increased
12	Wellington Management Group Boston, Massachusetts	$260M	-$21.4M	2	0.07%	Reduced
13	Capital Research Global Investors Los Angeles, California	$229M	$0	1	0.08%	Maintained
14	Eagle Asset Management St Petersburg, Florida	$179M	+$5.49M	2	1.24%	Increased
15	Columbia Wanger Asset Management Chicago, Illinois	$178M	-$72.4M	3	1.92%	Reduced
16	Dimensional Fund Advisors Austin, Texas	$167M	+$13M	5	0.1%	Increased
17	Wells Fargo San Francisco, California	$163M	-$4.77M	6	0.07%	Reduced
18	Bank of New York Mellon New York	$158M	-$10.2M	6	0.05%	Reduced
19	BRC Blue Ridge Capital New York	$147M	-$64.8M	1	1.78%	Reduced
20	Northern Trust Chicago, Illinois	$140M	-$1.08M	6	0.05%	Reduced
21	Royal Bank of Canada Toronto, Ontario, Canada	$135M	-$8.8M	6	0.08%	Reduced
22	Ninety One (UK) London, United Kingdom	$103M	+$325K	1	0.56%	Increased
23	Franklin Resources San Mateo, California	$103M	+$13.7M	2	0.05%	Increased
24	Bank of America Charlotte, North Carolina	$95.6M	+$52.7M	6	0.02%	Increased
25	OppenheimerFunds New York	$90.5M	+$384K	5	0.12%	Increased