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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	$183M	$0	1	8.79%	Maintained
2	Goldman Sachs New York	$133M	-$24.7K	2	0.04%	Reduced
3	YCM Yiheng Capital Management San Francisco, California	$42.8M	+$1.33M	2	5.01%	Increased
4	Aberdeen Group Edinburgh, United Kingdom	$17.1M	-$245K	1	0.04%	Reduced
5	KC Keenan Capital Burlingame, California	$15.8M	$0	1	6.88%	Maintained
6	ICP Indus Capital Partners New York	$7.18M	+$1.5M	1	0.94%	Increased
7	Greenwoods Asset Management Grand Cayman, Cayman Islands	$5.77M	$0	1	0.35%	Maintained
8	Renaissance Technologies New York	$5.69M	+$4.86M	4	0.01%	Increased
9	BlackRock New York	$5.02M	-$1.07M	3	0%	Reduced
10	Vanguard Group Malvern, Pennsylvania	$4.9M	+$531K	2	0%	Increased
11	Deutsche Bank Frankfurt Am Main Ge, Germany	$4.77M	+$4.48M	3	0%	Increased
12	Morgan Stanley New York	$4.11M	+$1.11M	4	0%	Increased
13	AIC AWM Investment Company New York	$3.75M	-$815K	1	0.74%	Reduced
14	UBS Group Zurich, Switzerland	$3.75M	-$1.77M	4	0%	Reduced
15	RCM Raging Capital Management Rocky Hill, New Jersey	$3.61M	+$4.2M	1	0.52%	New
16	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.42M	-$2.01M	2	0%	Reduced
17	Stifel Financial St. Louis, Missouri	$2.54M	+$1.49M	1	0.01%	Increased
18	Tiger Global Management New York	$2.52M	$0	1	0.01%	Maintained
19	Baillie Gifford & Co Edinburgh, United Kingdom	$2.16M	$0	1	0%	Maintained
20	State Street Boston, Massachusetts	$1.85M	+$67.3K	2	0%	Increased
21	Nomura Holdings Tokyo, Japan	$1.73M	+$112K	1	0.01%	Increased
22	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.44M	+$466K	1	1.12%	Increased
23	DI Dalton Investments Las Vegas, Nevada	$1.33M	-$3.33M	1	0.58%	Reduced
24	JP Morgan Chase New York	$1.3M	-$3.06M	3	0%	Reduced
25	SG Americas Securities New York	$1.2M	-$1.26M	1	0.01%	Reduced