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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	Carlyle Group Washington, District of Columbia	$249M	+$250M	1	10.25%	New
2	Fidelity Investments Boston, Massachusetts	$106M	+$30.5K	1	0.01%	Increased
3	UBS Group Zurich, Switzerland	$51M	+$45.7M	4	0.02%	Increased
4	YCM Yiheng Capital Management San Francisco, California	$41.2M	+$33.4M	2	8.42%	Increased
5	Morgan Stanley New York	$18.5M	-$24.3M	4	0.01%	Reduced
6	BTP Bloom Tree Partners New York	$14.8M	+$20.2M	1	1.25%	New
7	DI Dalton Investments Las Vegas, Nevada	$11.8M	$0	1	4.91%	Maintained
8	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.1M	-$1.58M	2	0%	Reduced
9	KC Keenan Capital Burlingame, California	$11M	+$11M	1	6.41%	New
10	SC Serenity Capital Palo Alto, California	$11M	+$11M	1	2.01%	New
11	Greenwoods Asset Management Grand Cayman, Cayman Islands	$9.68M	+$9.7M	1	0.79%	New
12	Deutsche Bank Frankfurt Am Main Ge, Germany	$9.42M	+$6.04M	3	0%	Increased
13	ICP Indus Capital Partners New York	$9.11M	+$9.13M	1	1.03%	New
14	PSCM Prince Street Capital Management New York	$8.77M	+$29.4K	1	1.65%	Increased
15	AIC AWM Investment Company New York	$7.87M	+$3.35M	1	1.52%	Increased
16	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$7.62M	+$7.64M	1	2.35%	New
17	CI Investments Inc Toronto, Ontario, Canada	$7.12M	-$54.6K	1	0.08%	Reduced
18	Vanguard Group Malvern, Pennsylvania	$6.62M	+$2.55M	2	0%	Increased
19	HSBC Holdings London, United Kingdom	$6.18M	-$6.53M	1	0.01%	Reduced
20	JP Morgan Chase New York	$6.09M	-$3.62M	1	0%	Reduced
21	OppenheimerFunds New York	$5.73M	+$498K	1	0.01%	Increased
22	Baillie Gifford & Co Edinburgh, United Kingdom	$4.16M	$0	1	0%	Maintained
23	Credit Suisse Zurich, Switzerland	$4.09M	-$10.6M	1	0%	Reduced
24	Millennium Management New York	$3.84M	+$4.33M	2	0.01%	New
25	Goldman Sachs New York	$3.59M	-$1.05M	2	0%	Reduced