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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	$85.1M	-$973K	1	0.15%	Reduced
2	abrdn Investment Management Edinburgh, United Kingdom	$62.3M	-$4.83M	1	0.28%	Reduced
3	Fidelity Investments Boston, Massachusetts	$37.6M	+$13.2M	1	0.01%	Increased
4	SRFM Shannon River Fund Management New York	$27.9M	-$1.76M	1	7.1%	Reduced
5	CCI Columbus Circle Investors	$21.1M	+$16.5M	1	0.19%	New
6	QAM Quentec Asset Management New York	$19.7M	+$1.33M	1	2.58%	Increased
7	Wellington Management Group Boston, Massachusetts	$19.1M	+$14.9M	1	0.01%	New
8	PSCM Prince Street Capital Management New York	$18.2M	+$14.2M	1	3.7%	New
9	UBS Group Zurich, Switzerland	$13M	+$6.67M	2	0.01%	Increased
10	Polar Capital London, United Kingdom	$12.6M	-$6.36M	1	0.24%	Reduced
11	GCP Garelick Capital Partners Boston, Massachusetts	$11.2M	+$2.15M	1	8.72%	Increased
12	Deutsche Bank Frankfurt Am Main Ge, Germany	$10.6M	+$7.51M	2	0.01%	Increased
13	BlackRock Group London, United Kingdom	$9.88M	-$1.34M	1	0.01%	Reduced
14	JP Morgan Chase New York	$9.87M	+$7.7M	2	0%	Increased
15	Renaissance Technologies New York	$9.84M	-$2.24M	2	0.02%	Reduced
16	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$9.69M	+$7.57M	1	0.65%	New
17	OAM Oxford Asset Management Oxford, United Kingdom	$8.9M	-$3.46M	1	0.25%	Reduced
18	Fiera Capital (Canada) Montreal, Quebec, Canada	$8.76M	+$192K	1	0.06%	Increased
19	California Public Employees Retirement System Sacramento, California	$6.94M	-$858K	2	0.01%	Reduced
20	Susquehanna International Group Bala Cynwyd, Pennsylvania	$6.73M	-$2.05M	2	0%	Reduced
21	Wells Fargo San Francisco, California	$6.61M	-$4.61M	3	0%	Reduced
22	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.52M	-$1.59M	1	0.02%	Reduced
23	Walleye Trading New York	$6.33M	+$2.92M	1	0.06%	Increased
24	HCS Harvest Capital Strategies San Francisco, California	$6.18M	+$4.83M	1	0.73%	New
25	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5.87M	+$4.58M	1	0.42%	New