← 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
$5.4B $0 1 39.63% Maintained
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.62B +$25M 7 0.07% Increased
3
BlackRock
BlackRock
New York
$1.43B +$43.3M 7 0.07% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$806M +$204M 7 0.12% Increased
5
AllianceBernstein
AllianceBernstein
Tennessee
$565M +$77.8M 7 0.39% Increased
6
State Street
State Street
Massachusetts
$532M +$24.6M 7 0.04% Increased
7
JP Morgan Chase
JP Morgan Chase
New York
$491M -$72M 7 0.1% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$474M -$106M 4 0.05% Reduced
9
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$459M -$2.78M 1 5.71% Reduced
10
TCMV
Technology Crossover Management VII
California
$449M -$83M 1 14.65% Reduced
11
Generation Investment Management
Generation Investment Management
United Kingdom
$297M +$240M 1 2.62% Increased
12
Primecap Management
Primecap Management
California
$293M +$173M 1 0.22% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$262M +$20.3M 6 0.1% Increased
14
Norges Bank
Norges Bank
Norway
$220M +$11.4M 6 0.08% Increased
15
Aberdeen Group
Aberdeen Group
United Kingdom
$208M +$15.8M 2 0.4% Increased
16
Northern Trust
Northern Trust
Illinois
$197M +$3.73M 7 0.05% Increased
17
Geode Capital Management
Geode Capital Management
Massachusetts
$186M +$15M 7 0.06% Increased
18
Wellington Management Group
Wellington Management Group
Massachusetts
$180M +$69M 4 0.04% Increased
19
Deutsche Bank
Deutsche Bank
Germany
$177M +$12.2M 8 0.09% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$166M -$2.74M 7 0.05% Reduced
21
Harris Associates
Harris Associates
Illinois
$165M +$37.7M 1 0.27% Increased
22
Eagle Asset Management
Eagle Asset Management
Florida
$158M +$44.1M 4 0.85% Increased
23
Bessemer Group
Bessemer Group
New Jersey
$156M +$52.8M 1 0.61% Increased
24
VVP
Vulcan Value Partners
Alabama
$144M +$54.8M 1 1.12% Increased
25
Capital Research Global Investors
Capital Research Global Investors
California
$139M -$85.3M 3 0.04% Reduced