← 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	$3.97B	-$38.4M	12	0.06%	Reduced
2	BlackRock New York	$3.51B	-$35.5M	14	0.07%	Reduced
3	Apollo Management Holdings New York	$1.56B	-$778M	1	20.61%	Reduced
4	State Street Boston, Massachusetts	$1.37B	+$17M	13	0.05%	Increased
5	Boston Partners Boston, Massachusetts	$1.13B	-$38.5M	4	1.25%	Reduced
6	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.13B	$0	1	1%	Maintained
7	Geode Capital Management Boston, Massachusetts	$876M	+$44.6M	14	0.06%	Increased
8	Dimensional Fund Advisors Austin, Texas	$807M	+$57.2M	10	0.19%	Increased
9	Ariel Investments Chicago, Illinois	$653M	-$21.7M	3	7.4%	Reduced
10	Kayne Anderson Rudnick Investment Management Los Angeles, California	$646M	-$39.8M	2	1.54%	Reduced
11	Morgan Stanley New York	$559M	+$134M	14	0.04%	Increased
12	Invesco Atlanta, Georgia	$545M	+$56.1M	12	0.09%	Increased
13	Norges Bank Oslo, Norway	$457M	-$17.4M	7	0.06%	Reduced
14	UBS Group Zurich, Switzerland	$438M	+$52.8M	14	0.08%	Increased
15	VanEck Associates New York	$430M	-$49.1M	2	0.49%	Reduced
16	Brown Advisory Baltimore, Maryland	$406M	-$20.3M	3	0.53%	Reduced
17	Northern Trust Chicago, Illinois	$387M	-$13.3M	13	0.05%	Reduced
18	Charles Schwab San Francisco, California	$341M	+$628K	11	0.06%	Increased
19	AQR Capital Management Greenwich, Connecticut	$329M	+$26.5M	10	0.27%	Increased
20	Massachusetts Financial Services Boston, Massachusetts	$323M	+$13.1M	1	0.1%	Increased
21	Victory Capital Management San Antonio, Texas	$321M	+$228M	10	0.21%	Increased
22	Arrowstreet Capital Boston, Massachusetts	$307M	+$82.4M	10	0.22%	Increased
23	Disciplined Growth Investors Minneapolis, Minnesota	$289M	+$5.3M	2	5.53%	Increased
24	Bank of America Charlotte, North Carolina	$275M	+$21.1M	13	0.02%	Increased
25	Bank of New York Mellon New York	$271M	-$7.26M	11	0.05%	Reduced