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
| $3.55B | -$11.8M | 13 | 0.07% | Reduced |
|
| 2 |
BlackRock
New York
| $3.32B | -$55.3M | 13 | 0.08% | Reduced |
|
| 3 |
Apollo Management Holdings
New York
| $3.22B | $0 | 1 | 46.9% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.24B | +$5.82M | 13 | 0.05% | Increased |
|
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $1.01B | $0 | 1 | 0.91% | Maintained |
|
| 6 |
Boston Partners
Boston,
Massachusetts
| $752M | +$28.4M | 4 | 0.93% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $701M | +$12.6M | 14 | 0.06% | Increased |
|
| 8 |
Ariel Investments
Chicago,
Illinois
| $673M | -$74.7M | 3 | 7.29% | Reduced |
|
| 9 |
APG Asset Management
Amsterdam,
Netherlands
| $642M | -$27.5M | 2 | 1.14% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $579M | +$49M | 11 | 0.15% | Increased |
|
| 11 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $442M | +$11.2M | 2 | 1.08% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $423M | +$6.62M | 11 | 0.09% | Increased |
|
| 13 |
Brown Advisory
Baltimore,
Maryland
| $422M | -$20.6M | 3 | 0.55% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $375M | -$45.7M | 7 | 0.06% | Reduced |
|
| 15 |
VanEck Associates
New York
| $371M | -$20.7M | 1 | 0.53% | Reduced |
|
| 16 |
Pacer Advisors
Malvern,
Pennsylvania
| $368M | +$206M | 6 | 0.83% | Increased |
|
| 17 |
Morgan Stanley
New York
| $360M | -$9.26M | 14 | 0.03% | Reduced |
|
| 18 |
Fidelity Investments
Boston,
Massachusetts
| $328M | -$67.1M | 12 | 0.02% | Reduced |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $312M | -$5.87M | 13 | 0.05% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $307M | +$1.78M | 12 | 0.06% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $275M | +$5.97M | 12 | 0.05% | Increased |
|
| 22 |
Goldman Sachs
New York
| $253M | +$83.8M | 13 | 0.04% | Increased |
|
| 23 |
William Blair Investment Management
Chicago,
Illinois
| $248M | +$89.2M | 5 | 0.65% | Increased |
|
| 24 |
AllianceBernstein
Nashville,
Tennessee
| $231M | +$12.1M | 11 | 0.08% | Increased |
|
| 25 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $221M | +$11.1M | 2 | 4.15% | Increased |
|