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Virtual & Augmented Reality

Virtual and augmented reality place computer generated images in front of the eyes, either replacing the world or drawing on top of it. Enterprise training and design have proved more durable so far than consumer entertainment.

20 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
1
KCM
Keywise Capital Management
Cayman Islands
$42.4M -$39.1K 1 11.68% Reduced
2
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$37.5M +$26.7M 1 2.65% New
3
DI
Dalton Investments
Nevada
$28.8M -$3.07M 1 8.15% Reduced
4
Bank of America
Bank of America
North Carolina
$25M +$4.29M 1 0.01% Increased
5
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$17.6M +$11.3M 1 1.17% Increased
6
Putnam Investments
Putnam Investments
Massachusetts
$16.9M +$12M 1 0.05% New
7
MCM
Montibus Capital Management
Oregon
$15.7M +$11.2M 1 1.7% New
8
BIM
Bogle Investment Management
Massachusetts
$14.8M -$1.01M 1 1.5% Reduced
9
GMCM
Gruber & McBaine Capital Management
California
$13.5M -$3.38M 1 4.07% Reduced
10
Morgan Stanley
Morgan Stanley
New York
$13.4M +$6.11M 2 0.01% Increased
11
MCM
McKinley Capital Management
Alaska
$12.5M -$235K 1 0.55% Reduced
12
Kennedy Capital Management
Kennedy Capital Management
Missouri
$12.2M +$2.81M 1 0.24% Increased
13
Ameriprise
Ameriprise
Minnesota
$11.9M +$8.44M 1 0.01% Increased
14
UBS AM
UBS AM
Illinois
$8.82M +$6.27M 1 0.01% New
15
Hood River Capital Management
Hood River Capital Management
Florida
$8.79M +$6.25M 1 1.29% New
16
California Public Employees Retirement System
California Public Employees Retirement System
California
$8.05M -$407K 2 0.02% Reduced
17
ECM
Empire Capital Management
Connecticut
$7.26M -$7.81M 1 0.84% Reduced
18
Polar Capital
Polar Capital
United Kingdom
$7.24M +$5.15M 1 0.19% New
19
Invesco
Invesco
Georgia
$7.18M +$5.11M 1 0% New
20
Janus Henderson Group
Janus Henderson Group
$6.42M +$4.57M 1 0.07% New
21
Renaissance Technologies
Renaissance Technologies
New York
$6.2M -$18.7M 2 0.02% Reduced
22
SFM
Systematic Financial Management
New Jersey
$6.09M +$4.33M 1 0.05% New
23
Millennium Management
Millennium Management
New York
$5.78M -$3.29M 1 0.02% Reduced
24
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.62M +$1.66M 1 0% Increased
25
JP Morgan Chase
JP Morgan Chase
New York
$5.58M -$85K 1 0% Reduced
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