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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	$84.6M	-$13.2M	2	3.86%	Reduced
2	ARK Investment Management St. Petersburg, Florida	$44.7M	-$3.04M	1	0.19%	Reduced
3	Lazard Asset Management New York	$43.6M	+$13.7M	2	0.05%	Increased
4	AllianceBernstein Nashville, Tennessee	$41.1M	+$1.91M	2	0.02%	Increased
5	State Street Boston, Massachusetts	$32.3M	+$1.61M	5	0%	Increased
6	BlackRock New York	$31.3M	-$2.66M	5	0%	Reduced
7	Vanguard Group Malvern, Pennsylvania	$25.1M	-$1.02M	4	0%	Reduced
8	Acadian Asset Management Boston, Massachusetts	$24.5M	-$21.4M	1	0.1%	Reduced
9	Caption Management Oklahoma City, Oklahoma	$24.5M	+$5.87M	1	0.29%	Increased
10	Susquehanna International Group Bala Cynwyd, Pennsylvania	$23.2M	-$41.3M	7	0%	Reduced
11	GAG GM Advisory Group Melville, New York	$22.3M	+$1.96M	1	2.65%	Increased
12	State of Wisconsin Investment Board Madison, Wisconsin	$21.9M	-$273K	1	0.05%	Reduced
13	Mitsubishi UFJ Asset Management Tokyo, Japan	$13.9M	+$518K	3	0.06%	Increased
14	Citadel Advisors Miami, Florida	$11.9M	+$6.24M	8	0%	Increased
15	Renaissance Technologies New York	$11.3M	+$7.34M	2	0.01%	Increased
16	Geode Capital Management Boston, Massachusetts	$8.77M	+$448K	6	0%	Increased
17	PCP Polunin Capital Partners London, United Kingdom	$8.65M	-$427K	1	2.42%	Reduced
18	CA CapWealth Advisors Franklin, Tennessee	$7.7M	+$8.08M	1	0.79%	New
19	Morgan Stanley New York	$7.52M	-$9.66M	8	0%	Reduced
20	Credit Suisse Zurich, Switzerland	$7.27M	+$623K	2	0.01%	Increased
21	Kennedy Capital Management St Louis, Missouri	$7.25M	-$433K	1	0.17%	Reduced
22	Sculptor Capital New York	$6.98M	+$3.31M	2	0.05%	Increased
23	Goldman Sachs New York	$6.78M	-$5.17M	5	0%	Reduced
24	Millennium Management New York	$6.51M	-$3.85M	3	0%	Reduced
25	NI Nepsis Inc Minneapolis, Minnesota	$6.45M	-$295K	1	1.92%	Reduced