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Medical Devices & Diagnostics

Medical devices and diagnostics are the hardware of medicine — implants, surgical robots, imaging, and the tests that decide what treatment follows. Approval and reimbursement matter to the investment case as much as the technology does.

342 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	DCM Defilade Capital Management Emeryville, California	$268M	-$74.9M	15	35.93%	Reduced
502	Gates Capital Management New York	$267M	+$115M	2	6.43%	Increased
503	ICM Irenic Capital Management New York	$266M	+$35.8M	3	12.78%	Increased
504	Steward Partners Investment Advisory New York	$262M	-$111M	96	1.34%	Reduced
505	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$262M	+$17.1M	14	5.11%	Increased
506	Sequoia Financial Advisors Akron, Ohio	$260M	+$8.99M	56	1.3%	Increased
507	Anchor Capital Advisors Boston, Massachusetts	$258M	-$44.1M	12	7.25%	Reduced
508	New York Life Investment Management New York	$258M	-$8.07M	29	1.8%	Reduced
509	Capital International Inc Los Angeles, California	$257M	-$13.3M	7	1.8%	Reduced
510	JPM JANA Partners Management New York	$257M	+$1.13M	1	13.5%	Increased
511	Life Cycle Investment Partners London,	$257M	+$21.8M	4	1.2%	Increased
512	Varma Mutual Pension Insurance Co Helsinki, Finland	$256M	-$8.69M	11	1.36%	Reduced
513	Chicago Capital Chicago, Illinois	$256M	-$3.31M	18	6.17%	Reduced
514	Mediolanum International Funds Dublin 1, Ireland	$252M	+$29.8M	19	2.16%	Increased
515	LBP AM Paris, France	$252M	+$5.56M	16	2.52%	Increased
516	INTECH Investment Management West Palm Beach, Florida	$252M	+$1.23M	91	2.31%	Increased
517	United Capital Financial Advisors Irving, Texas	$251M	-$4.25M	36	1.38%	Reduced
518	OMERS Administration Corp Toronto, Ontario, Canada	$251M	-$32.5M	28	1.5%	Reduced
519	LMR Partners London, United Kingdom	$250M	-$5.57M	25	0.93%	Reduced
520	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$249M	+$18.6M	16	2.87%	Increased
521	Illinois Municipal Retirement Fund Oak Brook, Illinois	$249M	-$8.04M	41	2.81%	Reduced
522	Oregon Public Employees Retirement Fund Tigard, Oregon	$249M	+$10.5M	61	2.69%	Increased
523	NM NWI Management New York	$248M	$0	3	11.49%	Maintained
524	Lido Advisors Los Angeles, California	$248M	-$3.85M	40	0.67%	Reduced
525	Great Lakes Advisors Chicago, Illinois	$247M	-$95.2M	26	1.88%	Reduced