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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	$229M	$0	1	14.73%	Maintained
2	Goldman Sachs New York	$124M	-$512K	1	0.04%	Reduced
3	YCM Yiheng Capital Management San Francisco, California	$44.9M	+$7.8M	2	5.49%	Increased
4	KC Keenan Capital Burlingame, California	$19.1M	$0	1	6.92%	Maintained
5	BlackRock New York	$11.5M	+$220K	4	0%	Increased
6	Aberdeen Group Edinburgh, United Kingdom	$11.1M	-$4.68M	1	0.03%	Reduced
7	ICP Indus Capital Partners New York	$11.1M	+$171K	1	1.84%	Increased
8	Greenwoods Asset Management Grand Cayman, Cayman Islands	$5.41M	$0	1	0.34%	Maintained
9	Morgan Stanley New York	$5.08M	+$512K	4	0%	Increased
10	Renaissance Technologies New York	$4.84M	+$841K	3	0%	Increased
11	Vanguard Group Malvern, Pennsylvania	$3.54M	+$485K	3	0%	Increased
12	Tiger Global Management New York	$2.37M	$0	1	0.01%	Maintained
13	State Street Boston, Massachusetts	$2.32M	+$261K	3	0%	Increased
14	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.28M	+$327K	2	0%	Increased
15	Stifel Financial St. Louis, Missouri	$2.12M	+$138K	1	0.01%	Increased
16	AIC AWM Investment Company New York	$1.74M	$0	1	0.37%	Maintained
17	UBS Group Zurich, Switzerland	$1.7M	-$683K	4	0%	Reduced
18	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.65M	+$406K	1	1.19%	Increased
19	CH CVI Holdings Wilmington, Delaware	$1.52M	+$1.54M	1	3.42%	New
20	Creative Planning Overland Park, Kansas	$1.5M	-$1.33K	1	0%	Reduced
21	Millennium Management New York	$1.33M	-$1.57M	2	0%	Reduced
22	Nomura Holdings Tokyo, Japan	$1.18M	$0	1	0%	Maintained
23	Geode Capital Management Boston, Massachusetts	$938K	+$87.5K	4	0%	Increased
24	SG Americas Securities New York	$880K	-$211K	1	0.01%	Reduced
25	Northern Trust Chicago, Illinois	$767K	-$483K	3	0%	Reduced