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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
651	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$166M	-$214M	16	9.58%	Reduced
652	NM Newtyn Management New York	$165M	+$15.1M	3	20.59%	Increased
653	Crestwood Advisors Group Boston, Massachusetts	$165M	-$8.81M	30	2.45%	Reduced
654	Todd Asset Management Louisville, Kentucky	$164M	-$10.2M	6	2.92%	Reduced
655	Avanza Fonder Stockholm, Sweden	$164M	-$7.41M	21	3.58%	Reduced
656	HB Wealth Management Atlanta, Georgia	$164M	-$1.16M	48	0.92%	Reduced
657	Groupama Asset Management Paris, France	$162M	+$13.4M	19	2.05%	Increased
658	Fideuram Asset Management (Ireland) Dublin 1,	$162M	+$150M	29	3.08%	Increased
659	SIC Schwartz Investment Counsel Plymouth, Michigan	$162M	-$26.6M	9	5.36%	Reduced
660	RHJA Rice Hall James & Associates San Diego, California	$161M	+$13.3M	23	7.84%	Increased
661	Fiduciary Trust Boston, Massachusetts	$161M	-$6.97M	31	1.75%	Reduced
662	Beacon Pointe Advisors Newport Beach, California	$161M	-$13M	30	0.75%	Reduced
663	Hancock Whitney Gulfport, Mississippi	$160M	+$2.54M	21	2.67%	Increased
664	Private Management Group Irvine, California	$160M	+$20.4M	8	4.21%	Increased
665	Picton Mahoney Asset Management Toronto, Ontario, Canada	$159M	-$45.4M	21	1.18%	Reduced
666	Peregrine Capital Management Minneapolis, Minnesota	$159M	-$5.84M	13	5.17%	Reduced
667	Scharf Investments Los Gatos, California	$159M	+$55.6M	3	5.24%	Increased
668	Groupe la Francaise Paris, France	$157M	+$2.23M	21	1.89%	Increased
669	GIP Granite Investment Partners El Segundo, California	$157M	-$1.29M	20	8.02%	Reduced
670	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$156M	-$366K	5	8.18%	Reduced
671	Davidson Kempner Capital Management New York	$156M	-$260M	9	1.86%	Reduced
672	SCM Sone Capital Management New York	$156M	+$73.9M	13	11.87%	Increased
673	AOI Auto-Owners Insurance Lansing, Michigan	$155M	-$43.7M	7	3.51%	Reduced
674	Markel Group Glen Allen, Virginia	$155M	$0	1	1.18%	Maintained
675	Samlyn Capital New York	$155M	-$25M	4	2.52%	Reduced