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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	Baillie Gifford & Co Edinburgh, United Kingdom	$46.7M	+$39.6M	1	0.08%	New
2	abrdn Investment Management Edinburgh, United Kingdom	$32.2M	-$3.17M	1	0.14%	Reduced
3	SRFM Shannon River Fund Management New York	$26.1M	+$22.1M	1	2.57%	New
4	Renaissance Technologies New York	$10.4M	+$5.46M	2	0.02%	Increased
5	QAM Quentec Asset Management New York	$9.93M	+$8.4M	1	1.99%	New
6	Point72 Asset Management Stamford, Connecticut	$9.6M	+$8.13M	1	0.07%	New
7	Fiera Capital (Canada) Montreal, Quebec, Canada	$9.35M	+$7.92M	1	0.06%	New
8	Polar Capital London, United Kingdom	$9.18M	-$3.62M	1	0.18%	Reduced
9	BlackRock Group London, United Kingdom	$8.56M	$0	1	0%	Maintained
10	Fidelity Investments Boston, Massachusetts	$6.5M	-$10.5M	1	0%	Reduced
11	BlackRock Advisors Wilmington, Delaware	$6.39M	$0	2	0.01%	Maintained
12	California Public Employees Retirement System Sacramento, California	$5.76M	-$358K	2	0.01%	Reduced
13	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.89M	+$1.44M	2	0%	Increased
14	UBS Group Zurich, Switzerland	$3.4M	-$3.48M	3	0%	Reduced
15	GPCM Granite Point Capital Management Boston, Massachusetts	$3.16M	+$2.67M	1	0.92%	New
16	Bank of America Charlotte, North Carolina	$2.65M	-$212K	1	0%	Reduced
17	KRC Kingdom Ridge Capital White Plains, New York	$2.41M	+$2.04M	1	0.69%	New
18	FWC First Washington Corp Seattle, Washington	$2.35M	$0	1	1.31%	Maintained
19	AL Airain Ltd St. Peter Port, Guernsey	$1.88M	+$1.59M	1	0.11%	New
20	PEAK6 Group Chicago, Illinois	$1.85M	+$320K	1	0.01%	Increased
21	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$1.81M	+$1.53M	1	0.63%	New
22	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.68M	$0	1	0.01%	Maintained
23	ACM Akanthos Capital Management Woodland Hills, California	$1.56M	+$52.4K	1	3.12%	Increased
24	BNP Paribas Financial Markets Paris, France	$1.53M	+$1.29M	1	0%	New
25	PHK Point72 Hong Kong Hong Kong	$1.44M	+$1.22M	1	2.79%	New