← 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
$5.86B $0 1 41.63% Maintained
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.03B +$73.7M 9 0.08% Increased
3
BlackRock
BlackRock
New York
$1.87B +$80.1M 9 0.08% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$868M -$60.5M 8 0.13% Reduced
5
Fidelity Investments
Fidelity Investments
Massachusetts
$715M +$148M 9 0.08% Increased
6
State Street
State Street
Massachusetts
$693M +$45.3M 9 0.05% Increased
7
AllianceBernstein
AllianceBernstein
Tennessee
$672M +$6.55M 7 0.44% Increased
8
Primecap Management
Primecap Management
California
$489M +$68.4M 2 0.33% Increased
9
TCMV
Technology Crossover Management VII
California
$466M -$151M 1 15.43% Reduced
10
JP Morgan Chase
JP Morgan Chase
New York
$460M -$119M 10 0.09% Reduced
11
Generation Investment Management
Generation Investment Management
United Kingdom
$413M +$60.7M 1 3.29% Increased
12
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$352M -$144M 1 4% Reduced
13
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$350M +$386M 1 3.97% New
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$336M +$11.5M 7 0.13% Increased
15
Norges Bank
Norges Bank
Norway
$270M +$3.75M 8 0.09% Increased
16
Wellington Management Group
Wellington Management Group
Massachusetts
$263M +$58M 5 0.06% Increased
17
Northern Trust
Northern Trust
Illinois
$248M +$7.58M 9 0.06% Increased
18
Geode Capital Management
Geode Capital Management
Massachusetts
$236M +$12M 9 0.07% Increased
19
Morgan Stanley
Morgan Stanley
New York
$235M +$94.8M 10 0.06% Increased
20
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$232M +$125M 3 0.49% Increased
21
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$219M +$62M 1 1.35% Increased
22
Bank of New York Mellon
Bank of New York Mellon
New York
$214M +$6.64M 9 0.06% Increased
23
Aberdeen Group
Aberdeen Group
United Kingdom
$213M -$36.1M 2 0.4% Reduced
24
BCM
Bares Capital Management
Texas
$204M +$7.89M 1 5.73% Increased
25
Deutsche Bank
Deutsche Bank
Germany
$200M -$8.03M 10 0.1% Reduced