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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	$247M	+$63.7M	1	12.27%	Increased
2	Goldman Sachs New York	$134M	-$188K	3	0.04%	Reduced
3	YCM Yiheng Capital Management San Francisco, California	$44.1M	$0	2	5.21%	Maintained
4	KC Keenan Capital Burlingame, California	$20.5M	+$4.68M	1	8.22%	Increased
5	Aberdeen Group Edinburgh, United Kingdom	$16.8M	-$486K	1	0.04%	Reduced
6	BlackRock New York	$13M	+$7.9M	4	0%	Increased
7	ICP Indus Capital Partners New York	$11.7M	+$4.58M	1	1.92%	Increased
8	Morgan Stanley New York	$6.3M	+$1.85M	4	0%	Increased
9	Greenwoods Asset Management Grand Cayman, Cayman Islands	$5.82M	$0	1	0.39%	Maintained
10	Renaissance Technologies New York	$5.1M	-$830K	3	0%	Reduced
11	Vanguard Group Malvern, Pennsylvania	$5.01M	-$338K	3	0%	Reduced
12	Millennium Management New York	$4.21M	+$2.46M	3	0.01%	Increased
13	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.43M	-$1.65M	2	0%	Reduced
14	UBS Group Zurich, Switzerland	$3.38M	-$686K	4	0%	Reduced
15	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.05M	-$634K	2	0%	Reduced
16	Stifel Financial St. Louis, Missouri	$3.02M	+$273K	1	0.01%	Increased
17	Tiger Global Management New York	$2.55M	$0	1	0.01%	Maintained
18	State Street Boston, Massachusetts	$2.52M	+$656K	3	0%	Increased
19	Baillie Gifford & Co Edinburgh, United Kingdom	$2.35M	$0	1	0%	Maintained
20	Creative Planning Overland Park, Kansas	$2.31M	+$2.19M	1	0.01%	New
21	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.24M	+$218K	1	1.55%	Increased
22	AIC AWM Investment Company New York	$2.04M	$0	1	0.39%	Maintained
23	Nomura Holdings Tokyo, Japan	$1.84M	$0	1	0.01%	Maintained
24	JP Morgan Chase New York	$1.74M	+$263K	2	0%	Increased
25	Northern Trust Chicago, Illinois	$1.73M	+$633K	4	0%	Increased