← 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	$4.38B	-$26.1M	11	0.06%	Reduced
2	BlackRock New York	$3.55B	-$136M	13	0.06%	Reduced
3	State Street Boston, Massachusetts	$1.51B	+$325K	12	0.05%	Increased
4	Boston Partners Boston, Massachusetts	$1.15B	-$118M	4	1.19%	Reduced
5	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.08B	$0	1	0.85%	Maintained
6	Geode Capital Management Boston, Massachusetts	$990M	+$5.05M	13	0.06%	Increased
7	Dimensional Fund Advisors Austin, Texas	$937M	+$23.8M	10	0.2%	Increased
8	Apollo Management Holdings New York	$823M	$0	1	6.74%	Maintained
9	Kayne Anderson Rudnick Investment Management Los Angeles, California	$644M	-$56.5M	2	1.73%	Reduced
10	Invesco Atlanta, Georgia	$614M	+$149M	12	0.06%	Increased
11	Ariel Investments Chicago, Illinois	$583M	-$32.6M	3	6.3%	Reduced
12	Morgan Stanley New York	$578M	-$30.7M	13	0.03%	Reduced
13	AQR Capital Management Greenwich, Connecticut	$562M	+$51.6M	9	0.29%	Increased
14	Massachusetts Financial Services Boston, Massachusetts	$562M	+$146M	3	0.18%	Increased
15	CDR Clayton Dubilier & Rice New York	$526M	+$62.5M	1	88.4%	Increased
16	Norges Bank Oslo, Norway	$468M	+$495M	6	0.05%	New
17	Brown Advisory Baltimore, Maryland	$429M	-$30.3M	3	0.6%	Reduced
18	Arrowstreet Capital Boston, Massachusetts	$429M	-$43.5M	9	0.25%	Reduced
19	Northern Trust Chicago, Illinois	$410M	-$21M	12	0.05%	Reduced
20	Charles Schwab San Francisco, California	$383M	-$1.7M	10	0.06%	Reduced
21	D.E. Shaw & Co New York	$338M	+$243M	10	0.19%	Increased
22	Fidelity Investments Boston, Massachusetts	$285M	+$111M	10	0.01%	Increased
23	Victory Capital Management San Antonio, Texas	$275M	-$110M	8	0.16%	Reduced
24	Goldman Sachs New York	$272M	+$688K	12	0.03%	Increased
25	CCM Coliseum Capital Management Rowayton, Connecticut	$262M	$0	1	21.48%	Maintained