← 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	$3.7B	-$14.5M	14	0.08%	Reduced
2	BlackRock New York	$3.67B	+$87.8M	14	0.09%	Increased
3	Apollo Management Holdings New York	$3.4B	$0	1	33.97%	Maintained
4	State Street Boston, Massachusetts	$1.29B	-$7.82M	14	0.06%	Reduced
5	State Farm Mutual Automobile Insurance Bloomington, Illinois	$909M	$0	1	0.87%	Maintained
6	Boston Partners Boston, Massachusetts	$749M	-$75.9M	4	0.99%	Reduced
7	Geode Capital Management Boston, Massachusetts	$698M	+$15.2M	15	0.07%	Increased
8	APG Asset Management Amsterdam, Netherlands	$674M	+$44.6M	2	1.31%	Increased
9	Ariel Investments Chicago, Illinois	$671M	-$950K	3	6.68%	Reduced
10	Dimensional Fund Advisors Austin, Texas	$520M	+$19.1M	12	0.15%	Increased
11	Brown Advisory Baltimore, Maryland	$501M	+$40.4M	3	0.7%	Increased
12	HFCIV H&F Corporate Investors VIII San Francisco, California	$494M	$0	1	61.41%	Maintained
13	Kayne Anderson Rudnick Investment Management Los Angeles, California	$419M	+$9.23M	2	1.05%	Increased
14	Fidelity Investments Boston, Massachusetts	$417M	+$29.1M	13	0.03%	Increased
15	VanEck Associates New York	$407M	+$47.2M	2	0.74%	Increased
16	Invesco Atlanta, Georgia	$402M	-$52.3M	13	0.1%	Reduced
17	Morgan Stanley New York	$387M	+$7.78M	15	0.03%	Increased
18	Northern Trust Chicago, Illinois	$335M	-$12.5M	14	0.06%	Reduced
19	Charles Schwab San Francisco, California	$330M	+$12.9M	13	0.08%	Increased
20	Bank of New York Mellon New York	$294M	-$7.07M	14	0.06%	Reduced
21	BCM Brown Capital Management Baltimore, Maryland	$290M	-$22.8M	1	4.36%	Reduced
22	Pictet Asset Management Carouge, Switzerland	$275M	+$754K	9	0.3%	Increased
23	Norges Bank Oslo, Norway	$272M	+$4.54M	8	0.05%	Increased
24	JP Morgan Chase New York	$257M	+$22.4M	14	0.02%	Increased
25	Bank of America Charlotte, North Carolina	$232M	+$13.1M	14	0.02%	Increased