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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 Grand Cayman, Cayman Islands	$48.4M	-$1.35M	1	11.63%	Reduced
2	YCMGA York Capital Management Global Advisors New York	$39.2M	+$47.4M	1	0.46%	New
3	MCM McKinley Capital Management Anchorage, Alaska	$20.4M	+$1.63M	1	0.86%	Increased
4	Susquehanna International Group Bala Cynwyd, Pennsylvania	$20.1M	-$1.9M	1	0.01%	Reduced
5	Ameriprise Minneapolis, Minnesota	$19.8M	-$13.3M	1	0.01%	Reduced
6	Bank of America Charlotte, North Carolina	$17.1M	-$13.6M	2	0.01%	Reduced
7	Putnam Investments Boston, Massachusetts	$16.2M	+$8.48M	1	0.04%	Increased
8	Whale Rock Capital Management Boston, Massachusetts	$16M	+$3.33M	1	2.69%	Increased
9	Hood River Capital Management Palm Beach Gardens, Florida	$15.4M	+$7.25M	1	2.05%	Increased
10	FA Friess Associates Greenville, Delaware	$15M	+$14.3M	1	1.17%	Increased
11	TM Tiger Management New York	$13.4M	-$11.2M	1	4.39%	Reduced
12	Tiger Global Management New York	$11.5M	+$13.9M	1	0.16%	New
13	Polar Capital London, United Kingdom	$9.11M	-$3.32M	1	0.21%	Reduced
14	GMCM Gruber & McBaine Capital Management San Francisco, California	$8.41M	-$5.84M	1	2.19%	Reduced
15	UBS Zurich, Switzerland	$8.16M	+$4.73M	2	0.01%	Increased
16	ICM Invicta Capital Management New York	$8.06M	-$2.78M	1	4.45%	Reduced
17	California Public Employees Retirement System Sacramento, California	$7.71M	-$1.37M	2	0.01%	Reduced
18	CL CRCM LP San Francisco, California	$7.63M	+$8.59M	1	19.51%	Increased
19	LSCM Light Street Capital Management Palo Alto, California	$6.72M	+$8.11M	1	1.23%	New
20	Invesco Atlanta, Georgia	$6.1M	-$568K	1	0%	Reduced
21	Morgan Stanley New York	$5.99M	-$19.6M	2	0%	Reduced
22	Janus Henderson Group London,	$5.84M	+$579K	1	0.06%	Increased
23	QAM Quentec Asset Management New York	$5.64M	-$1.85M	1	1.71%	Reduced
24	PHK Point72 Hong Kong Hong Kong	$5.47M	+$5.29M	1	6.92%	Increased
25	OAM Oxford Asset Management Oxford, United Kingdom	$5.22M	+$5.86M	1	0.15%	Increased