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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
376	MUFG Americas New York	$43.5M	-$6.47M	2	1.49%	Reduced
377	AKRE Capital Management Middleburg, Virginia	$43.4M	-$46.4K	1	1.85%	Reduced
378	PRCM Pine River Capital Management Minnetonka, Minnesota	$43.4M	+$27.6M	1	0.47%	Increased
379	CEP Chicago Equity Partners Chicago, Illinois	$43.2M	-$3.43M	1	1.34%	Reduced
380	B BP London, United Kingdom	$42.9M	+$4.64M	1	2.56%	Increased
381	Winton Capital Management London, United Kingdom	$42.8M	-$28.6M	2	0.52%	Reduced
382	DC Deere & Company Moline, Illinois	$42.8M	+$114K	3	2.44%	Increased
383	Norinchukin Bank Tokyo, Japan	$42.7M	+$65.4K	2	1.22%	Increased
384	TH Timber Hill Greenwich, Connecticut	$42.4M	+$26.5M	1	0.15%	Increased
385	South Texas Money Management San Antonio, Texas	$41.8M	+$23.5M	2	3.24%	Increased
386	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$41.5M	-$1.23M	1	1.27%	Reduced
387	Fiduciary Trust Boston, Massachusetts	$41.5M	-$1.98M	1	1.91%	Reduced
388	IAM Impax Asset Management Portsmouth, New Hampshire	$41.3M	-$10.2M	1	2.75%	Reduced
389	M&T Bank Buffalo, New York	$41.1M	-$2.5M	1	1.96%	Reduced
390	Everett Harris & Co Los Angeles, California	$41M	-$376K	1	1.67%	Reduced
391	Magellan Asset Management Sydney, Australia	$40.9M	$0	1	0.44%	Maintained
392	Gabelli Funds Rye, New York	$40.8M	-$3.25M	2	0.23%	Reduced
393	HCS Harvest Capital Strategies San Francisco, California	$40.5M	+$28.8M	1	2.61%	Increased
394	D.A. Davidson & Co Great Falls, Montana	$40.4M	+$778K	2	1.82%	Increased
395	SI Standard Investments New York	$40.2M	+$74.3K	1	7.66%	Increased
396	Foresters Investment Management New York	$39.9M	+$7.5M	1	0.97%	Increased
397	MCC Mid Continent Capital Chicago, Illinois	$39.6M	-$943K	1	2.78%	Reduced
398	Tokio Marine Asset Management Tokyo, Japan	$39.5M	-$2.18M	1	2.52%	Reduced
399	Janney Montgomery Scott Philadelphia, Pennsylvania	$39.2M	+$23.2M	2	1.18%	Increased
400	WI Wafra Inc New York	$39.1M	+$4.71M	1	5.68%	Increased