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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	National Bank of Canada Montreal, Quebec, Canada	$433M	-$2.54K	2	0.66%	Reduced
2	Goldman Sachs New York	$50.2M	+$229K	5	0.01%	Increased
3	EAM Evanson Asset Management Carmel, California	$43.2M	-$3.78K	1	3.98%	Reduced
4	AG Alibaba Group Causeway Bay, Hong Kong	$35.7M	$0	1	7.47%	Maintained
5	Lazard Asset Management New York	$25.7M	-$11.6M	2	0.04%	Reduced
6	BlackRock New York	$25.5M	-$9.07M	7	0%	Reduced
7	ARK Investment Management St. Petersburg, Florida	$22.7M	-$812K	1	0.17%	Reduced
8	State Street Boston, Massachusetts	$22.2M	+$375K	4	0%	Increased
9	Vanguard Group Malvern, Pennsylvania	$20.6M	+$181K	4	0%	Increased
10	WA WFM Asia Road Town, Tortola, British Virgin Islands	$9.47M	$0	1	1.15%	Maintained
11	Acadian Asset Management Boston, Massachusetts	$8.77M	-$1.6M	1	0.04%	Reduced
12	Marshall Wace London, United Kingdom	$8.56M	+$216K	1	0.02%	Increased
13	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.12M	-$413K	3	0.01%	Reduced
14	Geode Capital Management Boston, Massachusetts	$6.85M	-$298K	7	0%	Reduced
15	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.45M	+$573K	2	0.01%	Increased
16	UBS Group Zurich, Switzerland	$5.09M	+$704K	12	0%	Increased
17	Two Sigma Investments New York	$4.85M	+$3.79M	3	0.01%	Increased
18	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.83M	-$1.14M	6	0%	Reduced
19	PCP Polunin Capital Partners London, United Kingdom	$4.69M	-$31.4K	1	1.05%	Reduced
20	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.42M	+$3.22M	1	0.01%	Increased
21	Citadel Advisors Miami, Florida	$4.4M	-$11.6K	6	0%	Reduced
22	CA CapWealth Advisors Franklin, Tennessee	$4.28M	+$90.1K	1	0.55%	Increased
23	Weiss Asset Management Boston, Massachusetts	$4.23M	+$4.22M	1	0.25%	New
24	Jane Street New York	$4.03M	-$1.91M	8	0%	Reduced
25	Two Sigma Advisers New York	$3.19M	+$3.36M	3	0.01%	Increased