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 |
Vanguard Group
Malvern,
Pennsylvania
| $4.98B | +$136M | 15 | 0.12% | Increased |
|
| 2 |
BlackRock
New York
| $4.84B | +$268M | 16 | 0.13% | Increased |
|
| 3 |
Apollo Management Holdings
New York
| $4.62B | $0 | 1 | 21.86% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.78B | -$19.8M | 15 | 0.09% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $999M | +$119M | 11 | 0.1% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $839M | +$29.4M | 16 | 0.1% | Increased |
|
| 7 |
HFCIV
H&F Corporate Investors VIII
San Francisco,
California
| $818M | $0 | 1 | 44.77% | Maintained |
|
| 8 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
| $747M | -$266K | 6 | 0.85% | Reduced |
|
| 9 |
Blackstone Inc
New York
| $679M | -$124M | 2 | 1.72% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $669M | +$84.5M | 15 | 0.08% | Increased |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $614M | -$253M | 13 | 0.05% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $592M | -$30.8M | 13 | 0.15% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $577M | +$57.5M | 15 | 0.06% | Increased |
|
| 14 |
APG Asset Management
Amsterdam,
Netherlands
| $572M | +$42.7M | 2 | 1.08% | Increased |
|
| 15 |
Ninety One (UK)
London,
United Kingdom
| $560M | +$48.7M | 3 | 1.43% | Increased |
|
| 16 |
AllianceBernstein
Nashville,
Tennessee
| $553M | -$66.8M | 11 | 0.21% | Reduced |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $523M | +$20.1M | 11 | 0.16% | Increased |
|
| 18 |
Boston Partners
Boston,
Massachusetts
| $508M | +$240M | 3 | 0.62% | Increased |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $491M | -$1.83M | 14 | 0.09% | Reduced |
|
| 20 |
Morgan Stanley
New York
| $451M | +$27.6M | 17 | 0.06% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $422M | +$18.3M | 14 | 0.08% | Increased |
|
| 22 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $388M | +$20.2M | 1 | 3.86% | Increased |
|
| 23 |
Norges Bank
Oslo,
Norway
| $383M | -$3.52M | 11 | 0.08% | Reduced |
|
| 24 |
Nuveen
Charlotte,
North Carolina
| $378M | -$107M | 12 | 0.12% | Reduced |
|
| 25 |
Ariel Investments
Chicago,
Illinois
| $366M | +$41.6M | 2 | 3.25% | Increased |
|