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Wearables

Wearables are computers worn on the body — watches, bands, earbuds, and continuous health monitors. Health sensing has moved the category from an accessory towards something closer to a medical device.

21 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	CIM Contrarius Investment Management St. Helier, Jersey	$172M	-$23.9M	1	12.67%	Reduced
227	Suntrust Banks Atlanta, Georgia	$171M	-$9.4M	1	1.2%	Reduced
228	GGHC Gilder Gagnon Howe & Co New York	$167M	+$6.1M	2	2.44%	Increased
229	I.G. Investment Management Winnipeg, Manitoba, Canada	$166M	-$97.3M	2	0.59%	Reduced
230	HCM Holland Capital Management Chicago, Illinois	$165M	-$1.07M	1	3.56%	Reduced
231	Fiera Capital (Canada) Montreal, Quebec, Canada	$163M	+$19.9M	2	1.21%	Increased
232	First Trust Advisors Wheaton, Illinois	$162M	+$35.7M	3	0.64%	Increased
233	USS Investment Management London, United Kingdom	$161M	-$39.3M	1	2.83%	Reduced
234	VCM Valiant Capital Management San Francisco, California	$161M	$0	1	18.99%	Maintained
235	RIM Rainier Investment Management Seattle, Washington	$160M	-$7.21M	1	2.67%	Reduced
236	Analytic Investors Los Angeles, California	$160M	+$4.24M	2	2.28%	Increased
237	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$159M	-$6.68M	1	3.39%	Reduced
238	Fjarde Ap-fonden Stockholm, Sweden	$156M	-$18M	2	3.35%	Reduced
239	Macquarie Group Sydney, NSW 2000, Australia	$156M	-$1.82M	3	0.34%	Reduced
240	Alkeon Capital Management New York	$155M	+$43.2M	1	3.08%	Increased
241	IRF IBM Retirement Fund Armonk, New York	$152M	-$5.14M	3	3.04%	Reduced
242	ExxonMobil Investment Management Irving, Texas	$149M	-$6.64M	2	3.47%	Reduced
243	Millennium Management New York	$147M	-$80.4M	4	0.37%	Reduced
244	CM CS McKee Pittsburgh, Pennsylvania	$146M	-$7.78M	1	3.36%	Reduced
245	AC Alleghany Corporation New York	$146M	-$38.8M	1	5.48%	Reduced
246	Banque Pictet & Cie Geneva 73, Switzerland	$144M	-$2.28M	1	3.72%	Reduced
247	United Capital Financial Advisors Irving, Texas	$144M	+$308K	4	2.5%	Increased
248	WBC Westpac Banking Corp Sydney, Australia	$143M	+$1.6M	2	1.39%	Increased
249	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$142M	-$1.33M	1	6.2%	Reduced
250	Spot Trading Chicago, Illinois	$140M	-$52.8M	2	0.7%	Reduced