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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	ARK Investment Management St. Petersburg, Florida	$38M	-$6.09M	1	0.27%	Reduced
2	State Street Boston, Massachusetts	$25.2M	+$847K	5	0%	Increased
3	YCM Yiheng Capital Management San Francisco, California	$25.1M	-$8.26M	2	1.55%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$24.6M	+$3.3M	4	0%	Increased
5	BlackRock New York	$24.6M	+$54.9K	5	0%	Increased
6	EAM Evanson Asset Management Carmel, California	$22.6M	-$23.1K	1	2.66%	Reduced
7	Lazard Asset Management New York	$16.4M	-$1.29M	2	0.02%	Reduced
8	AllianceBernstein Nashville, Tennessee	$15.1M	-$5.35M	2	0.01%	Reduced
9	Marshall Wace London, United Kingdom	$10.6M	+$4.46M	2	0.02%	Increased
10	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.5M	+$11.8K	2	0.03%	Increased
11	Geode Capital Management Boston, Massachusetts	$7.53M	+$467K	6	0%	Increased
12	State of Wisconsin Investment Board Madison, Wisconsin	$7.13M	-$3.09M	2	0.02%	Reduced
13	Susquehanna International Group Bala Cynwyd, Pennsylvania	$6.55M	-$3.86M	8	0%	Reduced
14	CA CapWealth Advisors Franklin, Tennessee	$6.19M	+$413K	1	0.82%	Increased
15	Acadian Asset Management Boston, Massachusetts	$4.69M	+$2.52M	1	0.03%	Increased
16	Jane Street New York	$4.21M	-$1.69M	5	0%	Reduced
17	PCP Polunin Capital Partners London, United Kingdom	$3.86M	$0	1	1.35%	Maintained
18	Credit Suisse Zurich, Switzerland	$3.76M	+$2.3M	4	0%	Increased
19	NI Nepsis Inc Minneapolis, Minnesota	$3.63M	-$34.2K	1	1.31%	Reduced
20	Northern Trust Chicago, Illinois	$3.35M	-$91.9K	5	0%	Reduced
21	Morgan Stanley New York	$3.34M	+$286K	8	0%	Increased
22	Qube Research & Technologies (QRT) London, United Kingdom	$3.11M	+$3.98M	2	0.02%	Increased
23	UBS Group Zurich, Switzerland	$2.87M	+$573K	13	0%	Increased
24	O'Shaughnessy Asset Management Stamford, Connecticut	$2.81M	+$1.14M	1	0.05%	Increased
25	First Trust Advisors Wheaton, Illinois	$2.78M	+$2.67M	1	0%	Increased