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
| $2.82B | +$103M | 1 | 37.15% | Increased |
|
| 2 |
BlackRock
New York
| $2.28B | +$280M | 10 | 0.11% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.06B | +$71.1M | 10 | 0.09% | Increased |
|
| 4 |
Blackstone Inc
New York
| $1.35B | +$1.62B | 1 | 9.8% | New |
|
| 5 |
State Street
Boston,
Massachusetts
| $726M | +$83.8M | 10 | 0.06% | Increased |
|
| 6 |
AllianceBernstein
Nashville,
Tennessee
| $722M | +$24.2M | 10 | 0.52% | Increased |
|
| 7 |
Aristotle Capital Management
Los Angeles,
California
| $588M | +$11.6M | 1 | 2.48% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $558M | -$42.2M | 11 | 0.13% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $474M | -$20.9M | 9 | 0.07% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $343M | -$16.6M | 10 | 0.18% | Reduced |
|
| 11 |
Pictet Asset Management (UK)
London,
United Kingdom
| $328M | +$79M | 6 | 0.7% | Increased |
|
| 12 |
Brown Brothers Harriman & Co
New York
| $316M | +$7.6M | 3 | 2.58% | Increased |
|
| 13 |
FIG
Fortress Investment Group
New York
| $316M | +$378M | 1 | 41.66% | Increased |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $315M | +$22.2M | 11 | 0.08% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $273M | +$24.2M | 10 | 0.08% | Increased |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $259M | +$5.99M | 10 | 0.04% | Increased |
|
| 17 |
Norges Bank
Oslo,
Norway
| $236M | -$142K | 8 | 0.08% | Reduced |
|
| 18 |
APG Asset Management
Amsterdam,
Netherlands
| $222M | +$66K | 2 | 0.44% | Increased |
|
| 19 |
TCMV
Technology Crossover Management VII
Menlo Park,
California
| $219M | -$109M | 1 | 11.1% | Reduced |
|
| 20 |
Bank of New York Mellon
New York
| $212M | +$49.2M | 10 | 0.07% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $205M | -$22M | 11 | 0.09% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $204M | +$20.1M | 12 | 0.07% | Increased |
|
| 23 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $204M | +$11.1M | 1 | 2.36% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $179M | -$44.2M | 12 | 0.03% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $173M | +$7.5M | 10 | 0.1% | Increased |
|