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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	YCM Yiheng Capital Management San Francisco, California	$78M	$0	2	3.6%	Maintained
2	Goldman Sachs New York	$64.1M	-$1.01M	2	0.02%	Reduced
3	State Street Boston, Massachusetts	$49.6M	+$21.6M	3	0%	Increased
4	Carlyle Group Washington, District of Columbia	$29.9M	$0	1	0.4%	Maintained
5	Renaissance Technologies New York	$28.5M	+$2.31M	3	0.03%	Increased
6	KC Keenan Capital Burlingame, California	$24.1M	+$5.15M	1	3.89%	Increased
7	Vanguard Group Malvern, Pennsylvania	$23.2M	+$5.08M	3	0%	Increased
8	BlackRock New York	$15.2M	-$704K	4	0%	Reduced
9	Millennium Management New York	$15M	+$2.41M	4	0.01%	Increased
10	Morgan Stanley New York	$14.8M	+$11.2M	5	0%	Increased
11	Susquehanna International Group Bala Cynwyd, Pennsylvania	$13.4M	+$2.26M	4	0%	Increased
12	Acadian Asset Management Boston, Massachusetts	$13.3M	+$4.28M	1	0.05%	Increased
13	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$9.91M	+$36.9K	1	3.25%	Increased
14	ICP Indus Capital Partners New York	$9.8M	-$2.73M	1	1.52%	Reduced
15	Kennedy Capital Management St Louis, Missouri	$8.98M	-$82.6K	1	0.2%	Reduced
16	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.64M	+$4.24M	2	0.07%	Increased
17	Arrowstreet Capital Boston, Massachusetts	$8.37M	+$511K	2	0.01%	Increased
18	Two Sigma Investments New York	$7.67M	+$2.73M	2	0.02%	Increased
19	PCP Polunin Capital Partners London, United Kingdom	$6.53M	+$108K	1	2.55%	Increased
20	AI Atom Investors Austin, Texas	$5.56M	+$3.05M	1	0.56%	New
21	Marshall Wace London, United Kingdom	$5.34M	+$3.69M	1	0.03%	New
22	AIC AWM Investment Company New York	$4.63M	$0	1	0.59%	Maintained
23	D.E. Shaw & Co New York	$4.12M	+$2.36M	2	0%	Increased
24	Stifel Financial St. Louis, Missouri	$3.94M	-$150K	1	0.01%	Reduced
25	Geode Capital Management Boston, Massachusetts	$3.92M	+$621K	5	0%	Increased