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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	Goldman Sachs New York	$331M	-$21.3M	5	0.07%	Reduced
2	YCM Yiheng Capital Management San Francisco, California	$145M	+$99.6K	2	7.42%	Increased
3	Susquehanna International Group Bala Cynwyd, Pennsylvania	$87.6M	+$42.2M	6	0.01%	Increased
4	Acadian Asset Management Boston, Massachusetts	$66.2M	-$22.5M	1	0.25%	Reduced
5	ARK Investment Management St. Petersburg, Florida	$62.8M	-$1.55M	1	0.19%	Reduced
6	AllianceBernstein Nashville, Tennessee	$57.8M	+$39.2M	2	0.02%	Increased
7	Lazard Asset Management New York	$45M	-$2.04M	1	0.05%	Reduced
8	BlackRock New York	$44.5M	+$8.21M	7	0%	Increased
9	State Street Boston, Massachusetts	$41.6M	+$4.17M	5	0%	Increased
10	Two Sigma Investments New York	$35.8M	-$2.86M	2	0.08%	Reduced
11	Vanguard Group Malvern, Pennsylvania	$33.1M	+$1.05M	4	0%	Increased
12	State of Wisconsin Investment Board Madison, Wisconsin	$32.7M	+$21.2M	1	0.06%	Increased
13	Two Sigma Advisers New York	$27.9M	+$1.03M	4	0.07%	Increased
14	Caption Management Oklahoma City, Oklahoma	$27.9M	+$5.53M	1	0.31%	Increased
15	GAG GM Advisory Group Melville, New York	$25.9M	+$2.98M	1	2.31%	Increased
16	Morgan Stanley New York	$23.6M	+$2.15M	8	0%	Increased
17	Jane Street New York	$19.2M	+$14.4M	7	0.01%	Increased
18	Mitsubishi UFJ Asset Management Tokyo, Japan	$17M	+$1.22M	3	0.07%	Increased
19	Millennium Management New York	$14.3M	-$14.8M	6	0.01%	Reduced
20	PCP Polunin Capital Partners London, United Kingdom	$13.3M	+$9.14M	1	4.32%	New
21	Kennedy Capital Management St Louis, Missouri	$11.3M	+$109K	1	0.24%	Increased
22	Arrowstreet Capital Boston, Massachusetts	$11.2M	-$14.2M	1	0.01%	Reduced
23	Geode Capital Management Boston, Massachusetts	$11M	+$454K	7	0%	Increased
24	Credit Suisse Zurich, Switzerland	$9.79M	+$984K	3	0.01%	Increased
25	Citadel Advisors Miami, Florida	$8.3M	+$1.07M	7	0%	Increased