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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
276	SRFM Shannon River Fund Management New York	$114M	+$115M	2	8.64%	New
277	Asset Management One Tokyo, Japan	$113M	-$3.76M	2	1.56%	Reduced
278	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$113M	-$742K	4	1.7%	Reduced
279	HI Honeywell International Charlotte, North Carolina	$113M	-$40.1M	1	2.65%	Reduced
280	GH GAM Holding Zurich, Switzerland	$111M	+$6.73M	2	1.62%	Increased
281	Mitsubishi UFJ Asset Management Tokyo, Japan	$111M	-$22.5M	2	3.32%	Reduced
282	State Farm Mutual Automobile Insurance Bloomington, Illinois	$110M	+$20.9M	1	0.16%	Increased
283	TGA Trilogy Global Advisors Winter Park, Florida	$110M	-$19M	1	2.33%	Reduced
284	Commerce Bank Kansas City, Missouri	$109M	-$3.1M	3	1.8%	Reduced
285	John W. Bristol & Co New York	$109M	-$51.8M	1	1.96%	Reduced
286	SCM Shapiro Capital Management Atlanta, Georgia	$108M	+$6.91M	1	2.82%	Increased
287	EC Eminence Capital New York	$108M	+$105M	1	1.58%	New
288	FTCM Fir Tree Capital Management New York	$108M	$0	1	1.21%	Maintained
289	Utah Retirement Systems Salt Lake City, Utah	$107M	-$336K	3	3.06%	Reduced
290	Rothschild & Co Asset Management US Stamford, Connecticut	$106M	-$2.9M	1	2.27%	Reduced
291	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$106M	+$29.6M	2	0.85%	Increased
292	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$105M	-$16M	2	2.11%	Reduced
293	Primecap Management Pasadena, California	$105M	$0	1	0.11%	Maintained
294	Mackenzie Financial Toronto Ontario, Ontario, Canada	$105M	-$11.9M	2	0.52%	Reduced
295	Creative Planning Overland Park, Kansas	$104M	+$9.99M	4	1.21%	Increased
296	HL Financial Services Louisville, Kentucky	$101M	+$7.19M	2	2.95%	Increased
297	Jane Street New York	$101M	-$7.12M	1	1.03%	Reduced
298	MKP Capital Management New York	$101M	+$65.7M	1	25.99%	Increased
299	South Dakota Investment Council Sioux Falls, South Dakota	$99.6M	+$97.1M	1	2.02%	New
300	WestEnd Advisors Charlotte, North Carolina	$98.9M	-$12.8M	1	5%	Reduced