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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
251	BAPIM British Airways Pensions Investment Management London, United Kingdom	$145M	$0	2	4.46%	Maintained
252	DSM Capital Partners Palm Beach Gardens, Florida	$143M	-$1.31M	1	2.44%	Reduced
253	Tocqueville Asset Management New York	$142M	-$2.34M	2	1.67%	Reduced
254	Ladenburg Thalmann Financial Services Miami, Florida	$142M	+$8.17M	5	2.62%	Increased
255	WBC Westpac Banking Corp Sydney, Australia	$138M	-$32.3M	1	1.35%	Reduced
256	Flossbach Von Storch Cologne, Germany	$137M	+$116M	1	2.64%	Increased
257	Acadian Asset Management Boston, Massachusetts	$135M	+$18.7M	2	0.66%	Increased
258	USS Investment Management London, United Kingdom	$135M	-$10.2M	1	2.14%	Reduced
259	Commerce Bank Kansas City, Missouri	$134M	-$893K	3	2.1%	Reduced
260	Artemis Investment Management Edinburgh, United Kingdom	$134M	+$24M	2	4.35%	Increased
261	CIM Contrarius Investment Management St. Helier, Jersey	$133M	-$2.48M	1	10.38%	Reduced
262	Mitsubishi UFJ Asset Management Tokyo, Japan	$133M	-$7.25M	2	4.09%	Reduced
263	Balyasny Asset Management Chicago, Illinois	$133M	+$45.1M	2	0.81%	Increased
264	GGHC Gilder Gagnon Howe & Co New York	$131M	+$22.8M	3	1.72%	Increased
265	Everett Harris & Co Los Angeles, California	$131M	+$6.44M	1	4.61%	Increased
266	Utah Retirement Systems Salt Lake City, Utah	$131M	-$5.99M	3	3.48%	Reduced
267	HL Financial Services Louisville, Kentucky	$130M	+$2.86M	2	3.45%	Increased
268	Primecap Management Pasadena, California	$130M	$0	1	0.13%	Maintained
269	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$129M	-$1.77M	1	6.69%	Reduced
270	NM NWI Management New York	$129M	+$12.3M	1	18.36%	Increased
271	RCM Riverhead Capital Management Wilmington, Delaware	$127M	-$9.83M	2	1.92%	Reduced
272	Fort Washington Investment Advisors Cincinnati, Ohio	$125M	+$12.2M	2	2.35%	Increased
273	MG Meritage Group San Francisco, California	$125M	-$52.1M	1	2.79%	Reduced
274	BCM Bluefin Capital Management New York	$124M	+$104M	1	7.56%	Increased
275	Winton Group London, United Kingdom	$122M	-$12.8M	2	1.12%	Reduced