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
| $5.87B | -$247M | 15 | 0.17% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $5.82B | +$378M | 11 | 0.16% | Increased |
|
| 3 |
Apollo Management Holdings
New York
| $5.14B | $0 | 1 | 31.32% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.09B | +$242M | 11 | 0.12% | Increased |
|
| 5 |
Blackstone Inc
New York
| $1.68B | +$3.16M | 2 | 3.35% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.25B | -$23.7M | 12 | 0.11% | Reduced |
|
| 7 |
Aristotle Capital Management
Los Angeles,
California
| $998M | +$87.3M | 1 | 2.04% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $950M | +$135M | 14 | 0.15% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $942M | +$117M | 12 | 0.13% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $783M | +$60M | 12 | 0.21% | Increased |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $766M | -$75.2M | 11 | 0.34% | Reduced |
|
| 12 |
Pictet Asset Management (UK)
London,
United Kingdom
| $750M | +$85.3M | 9 | 0.9% | Increased |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $730M | -$89.3M | 11 | 0.24% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $668M | +$345M | 11 | 0.07% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $647M | +$37.5M | 11 | 0.12% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $619M | +$19.9M | 11 | 0.14% | Increased |
|
| 17 |
APG Asset Management
Amsterdam,
Netherlands
| $586M | +$20.1M | 4 | 1% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $574M | +$13.4M | 10 | 0.13% | Increased |
|
| 19 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $531M | +$68.9M | 4 | 1.35% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $530M | +$55.8M | 13 | 0.06% | Increased |
|
| 21 |
William Blair Investment Management
Chicago,
Illinois
| $525M | -$24.5M | 3 | 1.7% | Reduced |
|
| 22 |
Bank of New York Mellon
New York
| $482M | -$39.6M | 11 | 0.1% | Reduced |
|
| 23 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $474M | -$4.6M | 1 | 3.53% | Reduced |
|
| 24 |
Morgan Stanley
New York
| $473M | +$75.5M | 15 | 0.07% | Increased |
|
| 25 |
UBS AM
Chicago,
Illinois
| $464M | +$1.82M | 9 | 0.21% | Increased |
|