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
| $4.97B | +$82.6M | 12 | 0.07% | Increased |
|
| 2 |
BlackRock
New York
| $4.15B | -$269M | 14 | 0.07% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.72B | -$5.22M | 13 | 0.06% | Reduced |
|
| 4 |
Boston Partners
Boston,
Massachusetts
| $1.46B | -$26.2M | 4 | 1.5% | Reduced |
|
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $1.16B | $0 | 1 | 0.97% | Maintained |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.11B | +$29.6M | 14 | 0.07% | Increased |
|
| 7 |
Dimensional Fund Advisors
Austin,
Texas
| $1.04B | -$59.7K | 11 | 0.22% | Reduced |
|
| 8 |
Apollo Management Holdings
New York
| $888M | -$700M | 1 | 9.74% | Reduced |
|
| 9 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $777M | -$17.2M | 2 | 1.89% | Reduced |
|
| 10 |
Ariel Investments
Chicago,
Illinois
| $727M | -$140M | 3 | 7.78% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $683M | +$23M | 14 | 0.04% | Increased |
|
| 12 |
CDR
Clayton Dubilier & Rice
New York
| $574M | +$235M | 1 | 84.78% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $566M | -$95.7M | 13 | 0.09% | Reduced |
|
| 14 |
AQR Capital Management
Greenwich,
Connecticut
| $560M | +$182M | 9 | 0.36% | Increased |
|
| 15 |
Arrowstreet Capital
Boston,
Massachusetts
| $532M | +$166M | 9 | 0.34% | Increased |
|
| 16 |
Brown Advisory
Baltimore,
Maryland
| $523M | +$32.3M | 3 | 0.68% | Increased |
|
| 17 |
Massachusetts Financial Services
Boston,
Massachusetts
| $489M | +$92.8M | 2 | 0.15% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $486M | +$4.15M | 13 | 0.06% | Increased |
|
| 19 |
Victory Capital Management
San Antonio,
Texas
| $441M | +$65M | 9 | 0.26% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $432M | +$6.95M | 11 | 0.07% | Increased |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $382M | +$39.7M | 14 | 0.03% | Increased |
|
| 22 |
UBS Group
Zurich,
Switzerland
| $313M | -$232M | 14 | 0.05% | Reduced |
|
| 23 |
JP Morgan Chase
New York
| $306M | +$5.72M | 14 | 0.02% | Increased |
|
| 24 |
Bank of New York Mellon
New York
| $303M | -$24.1M | 12 | 0.05% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $298M | +$51.6M | 13 | 0.04% | Increased |
|