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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	$63M	+$3.86M	1	0.11%	Increased
2	abrdn Investment Management Edinburgh, United Kingdom	$49.9M	-$7.65M	1	0.21%	Reduced
3	SRFM Shannon River Fund Management New York	$22M	-$7.39M	1	4.26%	Reduced
4	Polar Capital London, United Kingdom	$15.1M	+$1.95M	1	0.27%	Increased
5	Fidelity Investments Boston, Massachusetts	$15.1M	+$1.87M	1	0%	Increased
6	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$13.6M	+$12M	1	10.13%	New
7	QAM Quentec Asset Management New York	$13.1M	-$2M	1	2.31%	Reduced
8	OAM Oxford Asset Management Oxford, United Kingdom	$9.75M	+$5.79M	1	0.23%	Increased
9	Renaissance Technologies New York	$9.29M	+$984K	2	0.02%	Increased
10	Wells Fargo San Francisco, California	$9.14M	+$7.99M	3	0%	Increased
11	BlackRock Group London, United Kingdom	$8.46M	-$460K	1	0%	Reduced
12	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.04M	+$496K	2	0%	Increased
13	Citadel Advisors Miami, Florida	$6.55M	+$5M	2	0.01%	Increased
14	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.24M	+$4.02M	1	0.02%	Increased
15	Fiera Capital (Canada) Montreal, Quebec, Canada	$6.21M	-$3.07M	1	0.05%	Reduced
16	GCP Garelick Capital Partners Boston, Massachusetts	$6.15M	+$5.43M	1	5.42%	New
17	California Public Employees Retirement System Sacramento, California	$5.87M	+$81.1K	2	0.01%	Increased
18	AAP Ardsley Advisory Partners Stamford, Connecticut	$5.63M	+$4.98M	1	0.73%	New
19	Bank of America Charlotte, North Carolina	$5.22M	-$1.65M	1	0%	Reduced
20	BlackRock Advisors Wilmington, Delaware	$4.97M	-$2.31M	2	0.01%	Reduced
21	GPCM Granite Point Capital Management Boston, Massachusetts	$4.1M	-$1.04M	1	0.61%	Reduced
22	BBCM Boardman Bay Capital Management New York	$4.04M	+$2.06M	1	3.5%	Increased
23	Barclays London, United Kingdom	$3.72M	+$3.31M	1	0%	Increased
24	Morgan Stanley New York	$3.52M	+$1.94M	3	0%	Increased
25	PEAK6 Group Chicago, Illinois	$3.44M	+$1.43M	2	0.02%	Increased