← 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	$4.52B	-$984M	1	31.88%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.25B	+$134M	16	0.09%	Increased
3	BlackRock New York	$3B	+$47.2M	17	0.09%	Increased
4	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.21B	+$1.19B	1	1.26%	New
5	Blackstone Inc New York	$1.19B	$0	1	4.51%	Maintained
6	State Street Boston, Massachusetts	$1.11B	+$18.9M	16	0.07%	Increased
7	Boston Partners Boston, Massachusetts	$585M	+$25.7M	4	0.79%	Increased
8	APG Asset Management Amsterdam, Netherlands	$583M	-$6.9M	2	1.11%	Reduced
9	Geode Capital Management Boston, Massachusetts	$546M	-$3.35M	16	0.08%	Reduced
10	Ariel Investments Chicago, Illinois	$504M	+$103M	3	5.12%	Increased
11	HFCIV H&F Corporate Investors VIII San Francisco, California	$411M	$0	1	62.36%	Maintained
12	Invesco Atlanta, Georgia	$371M	+$135M	15	0.11%	Increased
13	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$339M	-$63.9M	10	0.49%	Reduced
14	Morgan Stanley New York	$326M	+$29.1M	17	0.04%	Increased
15	Kayne Anderson Rudnick Investment Management Los Angeles, California	$313M	+$1.61M	1	0.98%	Increased
16	Northern Trust Chicago, Illinois	$308M	+$12.6M	15	0.06%	Increased
17	FIG Fortress Investment Group New York	$299M	$0	2	29.11%	Maintained
18	Bank of New York Mellon New York	$291M	+$363K	16	0.07%	Increased
19	AKO Capital London, United Kingdom	$273M	-$10.7M	1	4.4%	Reduced
20	Brown Advisory Baltimore, Maryland	$272M	+$179M	4	0.51%	Increased
21	BCM Brown Capital Management Baltimore, Maryland	$258M	-$28.8M	1	4.27%	Reduced
22	Charles Schwab San Francisco, California	$250M	+$17.4M	16	0.08%	Increased
23	Millennium Management New York	$234M	+$8.91M	12	0.13%	Increased
24	Norges Bank Oslo, Norway	$231M	+$31.2M	8	0.06%	Increased
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$220M	+$15.1M	15	0.13%	Increased