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
| $5.03B | +$27.6M | 1 | 48.87% | Increased |
|
| 2 |
BlackRock
New York
| $2.76B | -$25.2M | 10 | 0.11% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.69B | +$17.4M | 10 | 0.09% | Increased |
|
| 4 |
AllianceBernstein
Nashville,
Tennessee
| $986M | +$48.3M | 10 | 0.56% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $882M | +$1.68M | 10 | 0.06% | Increased |
|
| 6 |
Aristotle Capital Management
Los Angeles,
California
| $784M | +$239M | 1 | 2.58% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $690M | -$33.3M | 12 | 0.13% | Reduced |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $552M | -$97.9M | 8 | 0.06% | Reduced |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $494M | +$4.36M | 10 | 0.18% | Increased |
|
| 10 |
Brown Brothers Harriman & Co
New York
| $420M | -$50.1M | 3 | 2.69% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $398M | +$15.8M | 11 | 0.08% | Increased |
|
| 12 |
Pictet Asset Management (UK)
London,
United Kingdom
| $353M | +$57.2M | 5 | 0.62% | Increased |
|
| 13 |
TCMV
Technology Crossover Management VII
Menlo Park,
California
| $349M | $0 | 1 | 15.15% | Maintained |
|
| 14 |
Kohlberg Kravis Roberts & Co
New York
| $341M | $0 | 1 | 1.67% | Maintained |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| $334M | -$6.62M | 10 | 0.04% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $334M | -$9.98M | 10 | 0.07% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $311M | -$7.07M | 8 | 0.09% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $276M | -$2.6M | 11 | 0.09% | Reduced |
|
| 19 |
APG Asset Management
Amsterdam,
Netherlands
| $270M | +$126M | 2 | 0.44% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $270M | -$34.5M | 11 | 0.04% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $268M | +$36.8M | 12 | 0.07% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $246M | -$9.45M | 10 | 0.09% | Reduced |
|
| 23 |
AKO Capital
London,
United Kingdom
| $244M | +$9.57M | 1 | 5.26% | Increased |
|
| 24 |
Bank of New York Mellon
New York
| $236M | -$2.92M | 10 | 0.06% | Reduced |
|
| 25 |
UBS AM
Chicago,
Illinois
| $232M | -$13.6M | 10 | 0.14% | Reduced |
|