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
| $6.57B | $0 | 1 | 37.18% | Maintained |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $6.41B | +$12.3M | 12 | 0.16% | Increased |
|
| 3 |
BlackRock
New York
| $6.23B | +$97.3M | 15 | 0.17% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.37B | +$38.9M | 12 | 0.12% | Increased |
|
| 5 |
Blackstone Inc
New York
| $1.55B | -$3M | 1 | 3.5% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.29B | +$375M | 11 | 0.12% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $1.26B | +$117M | 12 | 0.15% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.05B | +$10M | 14 | 0.14% | Increased |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $1B | -$431M | 13 | 0.08% | Reduced |
|
| 10 |
Pictet Asset Management (UK)
London,
United Kingdom
| $946M | +$130M | 8 | 1.03% | Increased |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $859M | +$34.8M | 11 | 0.34% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $847M | -$45.4M | 12 | 0.21% | Reduced |
|
| 13 |
UBS AM
Chicago,
Illinois
| $836M | +$228M | 11 | 0.36% | Increased |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $718M | -$13.7M | 11 | 0.23% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $686M | -$14M | 11 | 0.12% | Reduced |
|
| 16 |
APG Asset Management
Amsterdam,
Netherlands
| $639M | -$3.15M | 4 | 1.09% | Reduced |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $606M | -$7.03M | 15 | 0.06% | Reduced |
|
| 18 |
Morgan Stanley
New York
| $592M | +$93M | 15 | 0.08% | Increased |
|
| 19 |
William Blair Investment Management
Chicago,
Illinois
| $589M | -$6.51M | 4 | 1.85% | Reduced |
|
| 20 |
Norges Bank
Oslo,
Norway
| $565M | -$53.2M | 9 | 0.12% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $548M | -$177M | 12 | 0.12% | Reduced |
|
| 22 |
Bank of New York Mellon
New York
| $537M | +$13M | 11 | 0.1% | Increased |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $537M | +$43.8M | 11 | 0.16% | Increased |
|
| 24 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $502M | +$38M | 1 | 3.81% | Increased |
|
| 25 |
Aristotle Capital Management
Los Angeles,
California
| $499M | -$596M | 1 | 0.95% | Reduced |
|