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
| $4.97B | -$418M | 1 | 40.59% | Reduced |
|
| 2 |
BlackRock
New York
| $3.6B | +$68.8M | 12 | 0.13% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $3.2B | -$23.1M | 11 | 0.11% | Reduced |
|
| 4 |
Blackstone Inc
New York
| $2B | +$163M | 1 | 7.77% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $1.04B | -$3.69M | 11 | 0.07% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $817M | -$95.8M | 9 | 0.08% | Reduced |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $736M | -$111M | 11 | 0.4% | Reduced |
|
| 8 |
Aristotle Capital Management
Los Angeles,
California
| $682M | +$17.9M | 1 | 2.06% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $672M | -$256M | 12 | 0.11% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $522M | -$31.3M | 10 | 0.22% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $467M | +$3.63M | 12 | 0.09% | Increased |
|
| 12 |
FIG
Fortress Investment Group
New York
| $430M | $0 | 1 | 27.44% | Maintained |
|
| 13 |
Invesco
Atlanta,
Georgia
| $426M | +$31.8M | 11 | 0.14% | Increased |
|
| 14 |
Pictet Asset Management (UK)
London,
United Kingdom
| $401M | -$49.3M | 7 | 0.63% | Reduced |
|
| 15 |
William Blair Investment Management
Chicago,
Illinois
| $396M | +$61.6M | 3 | 1.54% | Increased |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $393M | +$48.9M | 9 | 0.05% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $360M | +$5.25M | 11 | 0.08% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $345M | -$15.5M | 11 | 0.09% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $344M | -$20M | 9 | 0.09% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $319M | +$53.6M | 11 | 0.09% | Increased |
|
| 21 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $310M | -$1.58M | 1 | 2.57% | Reduced |
|
| 22 |
Brown Brothers Harriman & Co
New York
| $303M | -$21.3M | 3 | 2.17% | Reduced |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $298M | +$23.4M | 12 | 0.04% | Increased |
|
| 24 |
Ninety One (UK)
London,
United Kingdom
| $282M | -$3.2M | 2 | 1.02% | Reduced |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $278M | +$3.64M | 11 | 0.11% | Increased |
|