← 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
$3.99B $0 1 44.69% Maintained
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B +$88.7M 10 0.09% Increased
3
BlackRock
BlackRock
New York
$2.32B +$132M 10 0.1% Increased
4
State Street
State Street
Massachusetts
$753M +$32.3M 10 0.06% Increased
5
Fidelity Investments
Fidelity Investments
Massachusetts
$749M +$50M 9 0.09% Increased
6
AllianceBernstein
AllianceBernstein
Tennessee
$733M -$3.92M 10 0.48% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$685M -$50.4M 10 0.1% Reduced
8
TCMV
Technology Crossover Management VII
California
$527M $0 1 19.34% Maintained
9
Primecap Management
Primecap Management
California
$509M +$9.12M 3 0.37% Increased
10
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$426M +$61M 9 0.17% Increased
11
Generation Investment Management
Generation Investment Management
United Kingdom
$323M -$86.7M 1 2.36% Reduced
12
Geode Capital Management
Geode Capital Management
Massachusetts
$294M +$20.4M 11 0.08% Increased
13
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$292M +$2.53M 4 0.64% Increased
14
Norges Bank
Norges Bank
Norway
$289M +$1.29M 9 0.09% Increased
15
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$283M -$38.5M 1 3.1% Reduced
16
Northern Trust
Northern Trust
Illinois
$283M +$7.22M 10 0.07% Increased
17
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$245M -$6.6M 3 1.69% Reduced
18
Bank of New York Mellon
Bank of New York Mellon
New York
$242M -$7.39M 10 0.07% Reduced
19
JP Morgan Chase
JP Morgan Chase
New York
$226M -$118M 11 0.05% Reduced
20
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$225M $0 1 3.42% Maintained
21
Aberdeen Group
Aberdeen Group
United Kingdom
$214M -$13.1M 2 0.46% Reduced
22
Goldman Sachs
Goldman Sachs
New York
$213M +$106M 10 0.06% Increased
23
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$212M -$686K 2 3.72% Reduced
24
BCM
Brown Capital Management
Maryland
$209M +$27M 1 2.12% Increased
25
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$197M +$34.6M 4 0.65% Increased