← All themes Internet of Things

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	BlackRock New York	$4.92B	+$115M	12	0.16%	Increased
2	Apollo Management Holdings New York	$4.78B	$0	1	35.36%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$4.28B	+$135M	11	0.12%	Increased
4	Blackstone Inc New York	$2.44B	$0	1	8.56%	Maintained
5	State Street Boston, Massachusetts	$1.48B	+$132M	11	0.09%	Increased
6	Fidelity Investments Boston, Massachusetts	$900M	-$68.8M	9	0.08%	Reduced
7	Aristotle Capital Management Los Angeles, California	$836M	+$31.2M	1	2.08%	Increased
8	AllianceBernstein Nashville, Tennessee	$716M	-$180M	11	0.34%	Reduced
9	Geode Capital Management Boston, Massachusetts	$643M	+$33.4M	12	0.11%	Increased
10	Dimensional Fund Advisors Austin, Texas	$641M	-$59.6M	10	0.23%	Reduced
11	JP Morgan Chase New York	$591M	-$222M	12	0.09%	Reduced
12	BCM Brown Capital Management Baltimore, Maryland	$573M	-$4.81M	1	3.96%	Reduced
13	Invesco Atlanta, Georgia	$530M	+$12.3M	12	0.15%	Increased
14	FIG Fortress Investment Group New York	$522M	$0	1	23.24%	Maintained
15	William Blair Investment Management Chicago, Illinois	$512M	-$61.6M	3	1.7%	Reduced
16	APG Asset Management Amsterdam, Netherlands	$502M	+$264M	5	0.82%	Increased
17	Northern Trust Chicago, Illinois	$493M	+$13M	11	0.1%	Increased
18	Pictet Asset Management (UK) London, United Kingdom	$491M	+$19.9M	8	0.64%	Increased
19	Norges Bank Oslo, Norway	$439M	-$12.7M	9	0.1%	Reduced
20	Wells Fargo San Francisco, California	$438M	+$46.4M	11	0.11%	Increased
21	Bank of New York Mellon New York	$419M	-$21.3M	11	0.09%	Reduced
22	Disciplined Growth Investors Minneapolis, Minnesota	$367M	+$47.4M	3	7.08%	Increased
23	Bank of America Charlotte, North Carolina	$363M	-$15M	12	0.05%	Reduced
24	Nuveen Charlotte, North Carolina	$358M	+$21.8M	11	0.12%	Increased
25	Ninety One (UK) London, United Kingdom	$339M	-$34.7M	2	1.04%	Reduced