← 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
Apollo Management Holdings
Apollo Management Holdings
New York
$4.95B +$6.83B 1 45.87% New
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B +$78.2M 7 0.07% Increased
3
BlackRock
BlackRock
New York
$1.42B +$113M 7 0.07% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$646M +$107M 7 0.1% Increased
5
JP Morgan Chase
JP Morgan Chase
New York
$611M -$71.5M 7 0.13% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$553M +$55.6M 6 0.07% Increased
7
AllianceBernstein
AllianceBernstein
Tennessee
$540M +$126M 7 0.39% Increased
8
State Street
State Street
Massachusetts
$536M -$28.9M 7 0.05% Reduced
9
TCMV
Technology Crossover Management VII
California
$495M $0 1 25.49% Maintained
10
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$410M -$3.04M 1 5.83% Reduced
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$253M -$1.28M 5 0.11% Reduced
12
Aberdeen Group
Aberdeen Group
United Kingdom
$208M +$4.61M 2 0.41% Increased
13
Capital Research Global Investors
Capital Research Global Investors
California
$206M -$8.16M 2 0.06% Reduced
14
Norges Bank
Norges Bank
Norway
$206M +$67.7M 6 0.07% Increased
15
Northern Trust
Northern Trust
Illinois
$199M +$8.03M 7 0.05% Increased
16
Bank of New York Mellon
Bank of New York Mellon
New York
$177M -$6.66M 7 0.05% Reduced
17
Geode Capital Management
Geode Capital Management
Massachusetts
$177M +$21.6M 7 0.06% Increased
18
Deutsche Bank
Deutsche Bank
Germany
$172M +$21.9M 8 0.08% Increased
19
Eagle Asset Management
Eagle Asset Management
Florida
$164M +$29M 2 0.89% Increased
20
Bank of America
Bank of America
North Carolina
$155M -$2.36M 7 0.03% Reduced
21
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$151M -$2.76M 2 2.96% Reduced
22
UBS AM
UBS AM
Illinois
$143M -$13.6M 7 0.11% Reduced
23
BCM
Bares Capital Management
Texas
$129M +$28.2M 1 4.94% Increased
24
Goldman Sachs
Goldman Sachs
New York
$125M +$37.2M 7 0.03% Increased
25
Bessemer Group
Bessemer Group
New Jersey
$116M +$2.76M 1 0.45% Increased