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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	13.7%	Maintained
2	Goldman Sachs New York	$112M	+$172K	2	0.03%	Increased
3	YCM Yiheng Capital Management San Francisco, California	$59.4M	+$17.6M	2	5.21%	Increased
4	KC Keenan Capital Burlingame, California	$22.4M	+$5.5M	1	7.36%	Increased
5	BlackRock New York	$11.1M	+$733K	4	0%	Increased
6	Aberdeen Group Edinburgh, United Kingdom	$10M	$0	1	0.02%	Maintained
7	ICP Indus Capital Partners New York	$9.64M	-$369K	1	1.89%	Reduced
8	Renaissance Technologies New York	$8.33M	+$3.28M	4	0.01%	Increased
9	OWP Old Well Partners Charlotte, North Carolina	$5.98M	+$6.34M	1	4.82%	New
10	Morgan Stanley New York	$5.23M	-$283K	4	0%	Reduced
11	Greenwoods Asset Management Grand Cayman, Cayman Islands	$4.88M	$0	1	0.26%	Maintained
12	Vanguard Group Malvern, Pennsylvania	$3.13M	$0	3	0%	Maintained
13	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.54M	+$45K	3	0%	Increased
14	Fidelity Investments Boston, Massachusetts	$2.52M	+$2.28M	1	0%	Increased
15	State Street Boston, Massachusetts	$2.5M	+$272K	3	0%	Increased
16	Tiger Global Management New York	$2.13M	$0	1	0.01%	Maintained
17	Creative Planning Overland Park, Kansas	$1.77M	+$4.8K	1	0.01%	Increased
18	Stifel Financial St. Louis, Missouri	$1.57M	-$833K	1	0%	Reduced
19	AIC AWM Investment Company New York	$1.54M	$0	1	0.3%	Maintained
20	Two Sigma Investments New York	$1.53M	+$1.57M	2	0%	New
21	UBS Group Zurich, Switzerland	$1.49M	-$319K	4	0%	Reduced
22	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.45M	-$10.5K	1	1%	Reduced
23	Citadel Advisors Miami, Florida	$990K	+$511K	3	0%	Increased
24	Geode Capital Management Boston, Massachusetts	$879K	+$9.26K	4	0%	Increased
25	California Public Employees Retirement System Sacramento, California	$796K	-$45.8K	2	0%	Reduced