← 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	$3.83B	+$10.7M	14	0.08%	Increased
2	BlackRock New York	$3.74B	-$105M	14	0.09%	Reduced
3	Apollo Management Holdings New York	$2.85B	-$496M	1	37.92%	Reduced
4	State Street Boston, Massachusetts	$1.35B	+$883K	14	0.06%	Increased
5	State Farm Mutual Automobile Insurance Bloomington, Illinois	$896M	$0	1	0.81%	Maintained
6	Boston Partners Boston, Massachusetts	$825M	+$13.1M	4	0.98%	Increased
7	APG Asset Management Amsterdam, Netherlands	$752M	+$20.5M	3	1.32%	Increased
8	Geode Capital Management Boston, Massachusetts	$746M	+$24M	15	0.07%	Increased
9	Ariel Investments Chicago, Illinois	$739M	+$32.2M	3	7.27%	Increased
10	Dimensional Fund Advisors Austin, Texas	$576M	+$24.3M	11	0.16%	Increased
11	Kayne Anderson Rudnick Investment Management Los Angeles, California	$492M	+$44.1M	2	1.14%	Increased
12	HFCIV H&F Corporate Investors VIII San Francisco, California	$478M	$0	1	73.21%	Maintained
13	Brown Advisory Baltimore, Maryland	$462M	-$44.9M	3	0.62%	Reduced
14	VanEck Associates New York	$445M	+$11.6M	2	0.67%	Increased
15	Invesco Atlanta, Georgia	$439M	+$22.8M	13	0.09%	Increased
16	Norges Bank Oslo, Norway	$429M	+$143M	8	0.07%	Increased
17	Morgan Stanley New York	$392M	-$1.33M	15	0.03%	Reduced
18	Fidelity Investments Boston, Massachusetts	$381M	-$28.7M	13	0.03%	Reduced
19	Northern Trust Chicago, Illinois	$345M	-$4.81M	14	0.06%	Reduced
20	Charles Schwab San Francisco, California	$332M	-$408K	13	0.08%	Reduced
21	Bank of New York Mellon New York	$292M	-$13.9M	13	0.06%	Reduced
22	JP Morgan Chase New York	$266M	-$4.42M	14	0.02%	Reduced
23	BCM Brown Capital Management Baltimore, Maryland	$250M	-$71.1M	1	4.42%	Reduced
24	Bank of America Charlotte, North Carolina	$242M	-$1.62M	14	0.02%	Reduced
25	Disciplined Growth Investors Minneapolis, Minnesota	$230M	+$56.4M	3	4.2%	Increased