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
| $5.2B | $0 | 1 | 56.49% | Maintained |
|
| 2 |
BlackRock
New York
| $3.23B | +$6.39M | 12 | 0.13% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.87B | +$39.3M | 11 | 0.1% | Increased |
|
| 4 |
Blackstone Inc
New York
| $1.87B | $0 | 1 | 7.89% | Maintained |
|
| 5 |
State Street
Boston,
Massachusetts
| $965M | +$739K | 11 | 0.07% | Increased |
|
| 6 |
AllianceBernstein
Nashville,
Tennessee
| $851M | +$7.87M | 11 | 0.5% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $702M | -$40.3M | 12 | 0.14% | Reduced |
|
| 8 |
Aristotle Capital Management
Los Angeles,
California
| $687M | +$32.7M | 1 | 2.31% | Increased |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $624M | +$1.55M | 9 | 0.07% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $488M | -$23M | 10 | 0.21% | Reduced |
|
| 11 |
FIG
Fortress Investment Group
New York
| $436M | $0 | 1 | 41.73% | Maintained |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $420M | -$8.28M | 12 | 0.09% | Reduced |
|
| 13 |
Pictet Asset Management (UK)
London,
United Kingdom
| $399M | -$37.8M | 6 | 0.69% | Reduced |
|
| 14 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $365M | +$19.5M | 1 | 3.14% | Increased |
|
| 15 |
Brown Brothers Harriman & Co
New York
| $334M | -$16.4M | 3 | 2.52% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $328M | -$41.3M | 11 | 0.08% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $325M | -$15M | 9 | 0.09% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $324M | +$15.3M | 11 | 0.09% | Increased |
|
| 19 |
Invesco
Atlanta,
Georgia
| $321M | +$19.7M | 12 | 0.11% | Increased |
|
| 20 |
T. Rowe Price Associates
Baltimore,
Maryland
| $294M | -$21.5M | 9 | 0.04% | Reduced |
|
| 21 |
Primecap Management
Pasadena,
California
| $291M | -$32M | 2 | 0.25% | Reduced |
|
| 22 |
William Blair Investment Management
Chicago,
Illinois
| $290M | +$88.5M | 3 | 1.18% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $246M | +$57.4M | 11 | 0.11% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $231M | -$7.65M | 11 | 0.11% | Reduced |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $227M | -$4.45M | 12 | 0.03% | Reduced |
|