← 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	Apollo Management Holdings New York	$4.56B	$0	1	35.03%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$3.56B	+$46.4M	16	0.1%	Increased
3	BlackRock New York	$3.34B	-$34.8M	17	0.11%	Reduced
4	State Street Boston, Massachusetts	$1.26B	-$7.72M	16	0.08%	Reduced
5	Blackstone Inc New York	$657M	-$2.26M	1	2.43%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$630M	-$17.3M	13	0.1%	Reduced
7	Geode Capital Management Boston, Massachusetts	$629M	+$18.5M	17	0.1%	Increased
8	HFCIV H&F Corporate Investors VIII San Francisco, California	$562M	$0	1	47.69%	Maintained
9	APG Asset Management Amsterdam, Netherlands	$531M	+$17.9M	2	1.37%	Increased
10	Boston Partners Boston, Massachusetts	$522M	+$67.4M	4	0.76%	Increased
11	Ariel Investments Chicago, Illinois	$448M	+$82.3M	3	4.92%	Increased
12	Dimensional Fund Advisors Austin, Texas	$414M	+$6.07M	12	0.16%	Increased
13	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$411M	-$68.4M	5	0.61%	Reduced
14	BCM Brown Capital Management Baltimore, Maryland	$372M	-$4.48M	1	5.22%	Reduced
15	Morgan Stanley New York	$361M	-$991K	17	0.05%	Reduced
16	Northern Trust Chicago, Illinois	$340M	-$5.2M	15	0.08%	Reduced
17	Bank of America Charlotte, North Carolina	$329M	-$58.4M	15	0.04%	Reduced
18	Bank of New York Mellon New York	$317M	+$8.75M	15	0.08%	Increased
19	Invesco Atlanta, Georgia	$311M	-$107M	15	0.1%	Reduced
20	Ninety One (UK) London, United Kingdom	$276M	-$143M	3	0.91%	Reduced
21	Kayne Anderson Rudnick Investment Management Los Angeles, California	$265M	-$5.17M	1	0.88%	Reduced
22	Charles Schwab San Francisco, California	$259M	+$14.4M	16	0.09%	Increased
23	Millennium Management New York	$243M	+$137M	12	0.14%	Increased
24	AKO Capital London, United Kingdom	$241M	+$22.1M	1	3.98%	Increased
25	Norges Bank Oslo, Norway	$235M	+$1.97M	9	0.06%	Increased