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
New York
| $3.96B | +$20.6M | 1 | 47.62% | Increased |
|
| 2 |
BlackRock
New York
| $2.5B | +$128M | 10 | 0.11% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.34B | -$38.4M | 10 | 0.09% | Reduced |
|
| 4 |
AllianceBernstein
Nashville,
Tennessee
| $779M | -$8.4M | 10 | 0.49% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $769M | -$22.2M | 10 | 0.06% | Reduced |
|
| 6 |
JP Morgan Chase
New York
| $588M | +$196M | 10 | 0.12% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $549M | -$9.2M | 9 | 0.07% | Reduced |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $438M | +$6.48M | 10 | 0.17% | Increased |
|
| 9 |
Aristotle Capital Management
Los Angeles,
California
| $437M | +$9.2M | 1 | 2.32% | Increased |
|
| 10 |
Brown Brothers Harriman & Co
New York
| $395M | -$13.1M | 3 | 2.64% | Reduced |
|
| 11 |
TCMV
Technology Crossover Management VII
Menlo Park,
California
| $379M | $0 | 1 | 17.81% | Maintained |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $333M | +$10.4M | 11 | 0.08% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $302M | +$10.8M | 10 | 0.07% | Increased |
|
| 14 |
Kohlberg Kravis Roberts & Co
New York
| $293M | $0 | 1 | 1.65% | Maintained |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| $285M | -$9.41M | 9 | 0.04% | Reduced |
|
| 16 |
Norges Bank
Oslo,
Norway
| $283M | +$8.96M | 9 | 0.09% | Increased |
|
| 17 |
Pictet Asset Management (UK)
London,
United Kingdom
| $266M | -$2.44M | 5 | 0.56% | Reduced |
|
| 18 |
Primecap Management
Pasadena,
California
| $264M | -$2.41M | 3 | 0.21% | Reduced |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $260M | +$31.8M | 11 | 0.04% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $252M | -$72.4M | 11 | 0.07% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $224M | -$76.4M | 10 | 0.09% | Reduced |
|
| 22 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $221M | +$11.9M | 1 | 2.14% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $216M | -$861K | 10 | 0.06% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $206M | -$69.1K | 10 | 0.14% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $204M | +$107K | 11 | 0.06% | Increased |
|