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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	$207M	$0	1	10.32%	Maintained
2	Fidelity Investments Boston, Massachusetts	$87.4M	-$15.6M	1	0.01%	Reduced
3	YCM Yiheng Capital Management San Francisco, California	$35.6M	+$475K	2	6.01%	Increased
4	Aberdeen Group Edinburgh, United Kingdom	$21.3M	+$298K	1	0.04%	Increased
5	KC Keenan Capital Burlingame, California	$14.7M	+$5.18M	1	6.61%	Increased
6	BlackRock New York	$12.1M	+$1.02M	4	0%	Increased
7	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11M	-$3.04M	3	0%	Reduced
8	UBS Group Zurich, Switzerland	$9.84M	-$116K	4	0%	Reduced
9	DI Dalton Investments Las Vegas, Nevada	$9.48M	-$1.82M	1	4.44%	Reduced
10	Vanguard Group Malvern, Pennsylvania	$8.43M	+$46.6K	2	0%	Increased
11	AIC AWM Investment Company New York	$8.14M	$0	1	1.35%	Maintained
12	ICP Indus Capital Partners New York	$7.31M	+$5.89M	1	0.93%	Increased
13	PSCM Prince Street Capital Management New York	$7.18M	-$1.18M	1	1.52%	Reduced
14	Greenwoods Asset Management Grand Cayman, Cayman Islands	$6.53M	-$1.66M	1	0.64%	Reduced
15	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.28M	+$220K	3	0%	Increased
16	Morgan Stanley New York	$6.1M	-$3.6M	4	0%	Reduced
17	LM Luminus Management Houston, Texas	$5.88M	+$6.65M	1	0.1%	New
18	Bank of America Charlotte, North Carolina	$4.67M	+$37.7K	3	0%	Increased
19	Group One Trading Chicago, Illinois	$4.34M	+$3.46M	2	0.03%	Increased
20	Baillie Gifford & Co Edinburgh, United Kingdom	$3.97M	$0	1	0%	Maintained
21	Sculptor Capital New York	$3.71M	-$364K	1	0.02%	Reduced
22	State Street Boston, Massachusetts	$3.41M	+$435K	2	0%	Increased
23	SG Americas Securities New York	$3.17M	+$3.46M	1	0.02%	Increased
24	Nomura Holdings Tokyo, Japan	$3.09M	+$582K	1	0.01%	Increased
25	Tiger Global Management New York	$2.85M	$0	1	0.01%	Maintained