← 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
$3.75B $0 1 42.81% Maintained
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B +$260M 10 0.09% Increased
3
BlackRock
BlackRock
New York
$1.83B +$288M 10 0.09% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$656M -$117M 8 0.11% Reduced
5
Fidelity Investments
Fidelity Investments
Massachusetts
$643M +$66.4M 10 0.09% Increased
6
AllianceBernstein
AllianceBernstein
Tennessee
$635M +$48.9M 10 0.47% Increased
7
State Street
State Street
Massachusetts
$618M +$28.1M 10 0.06% Increased
8
TCMV
Technology Crossover Management VII
California
$421M $0 1 19.53% Maintained
9
Primecap Management
Primecap Management
California
$382M +$14.6M 3 0.31% Increased
10
Generation Investment Management
Generation Investment Management
United Kingdom
$363M +$86.8K 1 3.05% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$316M -$92.1M 10 0.07% Reduced
12
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$312M +$1.61M 1 3.7% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$296M +$18.3M 8 0.13% Increased
14
Norges Bank
Norges Bank
Norway
$247M +$27.9M 9 0.09% Increased
15
Northern Trust
Northern Trust
Illinois
$240M +$32M 10 0.07% Increased
16
Geode Capital Management
Geode Capital Management
Massachusetts
$239M +$43.4M 10 0.07% Increased
17
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$239M +$46.2M 3 0.6% Increased
18
Wellington Management Group
Wellington Management Group
Massachusetts
$238M +$55.2M 5 0.06% Increased
19
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$221M +$31.1M 3 1.67% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$216M +$39.2M 10 0.07% Increased
21
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$215M $0 1 3.91% Maintained
22
Aberdeen Group
Aberdeen Group
United Kingdom
$192M +$1.12M 2 0.46% Increased
23
BCM
Bares Capital Management
Texas
$179M -$5.67M 1 5.42% Reduced
24
Janus Henderson Group
Janus Henderson Group
$167M +$14.3M 6 0.11% Increased
25
Capital World Investors
Capital World Investors
California
$165M $0 2 0.04% Maintained