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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	$251M	-$7.11M	2	0.4%	Reduced
2	EAM Evanson Asset Management Carmel, California	$38.5M	-$362K	1	3.13%	Reduced
3	Goldman Sachs New York	$36.8M	-$9.58M	4	0.01%	Reduced
4	AG Alibaba Group Causeway Bay, Hong Kong	$33.5M	-$242K	1	7.96%	Reduced
5	Lazard Asset Management New York	$26.4M	-$300K	2	0.03%	Reduced
6	BlackRock New York	$23.9M	+$4.53M	7	0%	Increased
7	Jane Street New York	$22.1M	+$15.7M	6	0.01%	Increased
8	Acadian Asset Management Boston, Massachusetts	$12.3M	+$3.03M	1	0.05%	Increased
9	ARK Investment Management St. Petersburg, Florida	$12.1M	-$1.17M	1	0.07%	Reduced
10	Millennium Management New York	$10.2M	+$8.7M	4	0%	Increased
11	Marshall Wace London, United Kingdom	$7.66M	-$863K	2	0.01%	Reduced
12	Vanguard Group Malvern, Pennsylvania	$7.47M	-$7.75M	3	0%	Reduced
13	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.12M	+$451K	2	0.01%	Increased
14	UBS Group Zurich, Switzerland	$6.32M	+$1.03M	11	0%	Increased
15	Two Sigma Investments New York	$6.05M	+$931K	3	0.01%	Increased
16	PCP Polunin Capital Partners London, United Kingdom	$4.88M	$0	1	0.91%	Maintained
17	Two Sigma Advisers New York	$4.83M	+$1.47M	3	0.01%	Increased
18	Citadel Advisors Miami, Florida	$4.73M	+$477K	4	0%	Increased
19	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.25M	-$329K	1	0.01%	Reduced
20	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.17M	-$490K	6	0%	Reduced
21	State Street Boston, Massachusetts	$4.11M	-$14.4M	3	0%	Reduced
22	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.76M	-$2.18M	2	0.01%	Reduced
23	WA WFM Asia Road Town, Tortola, British Virgin Islands	$3.66M	-$4.78M	1	0.5%	Reduced
24	Geode Capital Management Boston, Massachusetts	$3.6M	-$1.19M	7	0%	Reduced
25	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.42M	-$4.43K	1	0.64%	Reduced