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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	Thornburg Investment Management Santa Fe, New Mexico	$122M	-$57.8M	1	0.7%	Reduced
277	Oregon Public Employees Retirement Fund Tigard, Oregon	$120M	-$2.18M	3	2.77%	Reduced
278	TCP Tourbillon Capital Partners New York	$119M	+$122M	1	2.59%	New
279	Envestnet Asset Management Chicago, Illinois	$118M	+$1.84M	4	0.56%	Increased
280	Rothschild & Co Asset Management US Stamford, Connecticut	$117M	-$1.04M	1	2.15%	Reduced
281	EA Euclid Advisors Hartford, Connecticut	$117M	+$105M	2	2.3%	Increased
282	GH GAM Holding Zurich, Switzerland	$117M	-$6.1M	1	1.69%	Reduced
283	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$116M	+$2.36M	2	2.08%	Increased
284	BAMCO Inc New York	$116M	-$24.5M	2	0.46%	Reduced
285	CM CS McKee Pittsburgh, Pennsylvania	$116M	-$19.4M	1	3.21%	Reduced
286	GA Geneva Advisors Chicago, Illinois	$116M	+$2.44M	2	2.07%	Increased
287	Asset Management One Tokyo, Japan	$115M	-$8.17M	3	1.6%	Reduced
288	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$115M	+$1.71M	1	5.24%	Increased
289	Sit Investment Associates Minneapolis, Minnesota	$114M	-$6.72M	1	2.08%	Reduced
290	John W. Bristol & Co New York	$111M	-$8.69M	1	2.38%	Reduced
291	ACP Ashfield Capital Partners San Francisco, California	$111M	-$1.88M	2	6.1%	Reduced
292	VFA Virtus Fund Advisers Hartford, Connecticut	$110M	+$1.66M	2	0.82%	Increased
293	South Dakota Investment Council Sioux Falls, South Dakota	$110M	-$8.93M	1	2.21%	Reduced
294	Boston Trust Walden Boston, Massachusetts	$109M	-$1.55M	1	1.66%	Reduced
295	Sterling Capital Management Charlotte, North Carolina	$108M	+$14.3M	3	0.98%	Increased
296	Nomura Holdings Tokyo, Japan	$108M	+$9.62M	3	0.3%	Increased
297	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$107M	-$7.68M	1	14.27%	Reduced
298	WestEnd Advisors Charlotte, North Carolina	$106M	-$3.15M	1	4.92%	Reduced
299	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$106M	-$6.91M	1	5.46%	Reduced
300	Alkeon Capital Management New York	$106M	$0	1	2.06%	Maintained