← 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	$3.6B	$0	1	31.46%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$3.28B	-$72.8M	15	0.08%	Reduced
3	BlackRock New York	$3.16B	+$21.3M	16	0.09%	Increased
4	State Street Boston, Massachusetts	$1.14B	-$22.9M	15	0.06%	Reduced
5	State Farm Mutual Automobile Insurance Bloomington, Illinois	$964M	$0	1	1%	Maintained
6	Boston Partners Boston, Massachusetts	$574M	-$31.9M	4	0.79%	Reduced
7	Ariel Investments Chicago, Illinois	$573M	+$69.6M	3	5.5%	Increased
8	Geode Capital Management Boston, Massachusetts	$571M	+$4.38M	16	0.07%	Increased
9	APG Asset Management Amsterdam, Netherlands	$546M	+$1.52M	2	1.16%	Increased
10	HFCIV H&F Corporate Investors VIII San Francisco, California	$518M	$0	1	69.4%	Maintained
11	Dimensional Fund Advisors Austin, Texas	$416M	+$431M	11	0.14%	New
12	Invesco Atlanta, Georgia	$365M	-$25.1M	13	0.1%	Reduced
13	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$358M	+$11.5M	8	0.45%	Increased
14	Brown Advisory Baltimore, Maryland	$354M	+$73M	4	0.6%	Increased
15	Morgan Stanley New York	$330M	-$12M	16	0.04%	Reduced
16	Kayne Anderson Rudnick Investment Management Los Angeles, California	$322M	+$5.39M	1	0.95%	Increased
17	Northern Trust Chicago, Illinois	$311M	-$11M	14	0.06%	Reduced
18	Fidelity Investments Boston, Massachusetts	$302M	+$100M	13	0.03%	Increased
19	Bank of New York Mellon New York	$279M	-$16M	14	0.06%	Reduced
20	BCM Brown Capital Management Baltimore, Maryland	$260M	-$2.17M	1	3.89%	Reduced
21	AKO Capital London, United Kingdom	$246M	-$31.4M	1	3.75%	Reduced
22	Charles Schwab San Francisco, California	$245M	-$10.8M	15	0.07%	Reduced
23	Norges Bank Oslo, Norway	$238M	-$1.02M	7	0.05%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$225M	+$161K	14	0.13%	Increased
25	JP Morgan Chase New York	$222M	+$33.5M	14	0.03%	Increased