← 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	Vanguard Group Malvern, Pennsylvania	$3.71B	+$30.8M	15	0.09%	Increased
2	BlackRock New York	$3.48B	+$30.2M	16	0.1%	Increased
3	Apollo Management Holdings New York	$3B	$0	1	25.56%	Maintained
4	State Street Boston, Massachusetts	$1.31B	+$24.3M	15	0.07%	Increased
5	State Farm Mutual Automobile Insurance Bloomington, Illinois	$804M	$0	1	0.79%	Maintained
6	Boston Partners Boston, Massachusetts	$695M	+$65M	4	0.94%	Increased
7	Geode Capital Management Boston, Massachusetts	$672M	+$20.3M	16	0.08%	Increased
8	HFCIV H&F Corporate Investors VIII San Francisco, California	$646M	$0	1	58.68%	Maintained
9	Ariel Investments Chicago, Illinois	$636M	+$23.5M	3	6.02%	Increased
10	APG Asset Management Amsterdam, Netherlands	$618M	+$2.82M	2	1.25%	Increased
11	Brown Advisory Baltimore, Maryland	$495M	+$33.7M	4	0.77%	Increased
12	Dimensional Fund Advisors Austin, Texas	$447M	+$15.3M	12	0.14%	Increased
13	Invesco Atlanta, Georgia	$441M	-$3.57M	13	0.12%	Reduced
14	Fidelity Investments Boston, Massachusetts	$434M	+$17.7M	14	0.04%	Increased
15	Morgan Stanley New York	$409M	+$25.2M	16	0.04%	Increased
16	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$376M	-$32.8M	9	0.45%	Reduced
17	Kayne Anderson Rudnick Investment Management Los Angeles, California	$372M	+$8.79M	1	1.04%	Increased
18	Northern Trust Chicago, Illinois	$334M	-$15.8M	14	0.06%	Reduced
19	Bank of New York Mellon New York	$300M	-$1.66M	13	0.06%	Reduced
20	CIP Champlain Investment Partners Burlington, Vermont	$291M	+$5.64M	1	1.79%	Increased
21	Charles Schwab San Francisco, California	$278M	+$9.38M	15	0.08%	Increased
22	VanEck Associates New York	$277M	+$149M	2	0.61%	Increased
23	Norges Bank Oslo, Norway	$268M	-$2.12M	8	0.05%	Reduced
24	AKO Capital London, United Kingdom	$265M	-$10.8M	1	4.01%	Reduced
25	BCM Brown Capital Management Baltimore, Maryland	$254M	-$12.9M	1	3.6%	Reduced