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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	Gabelli Funds Rye, New York	$67.4M	-$1.56M	2	0.4%	Reduced
377	UMB Bank Kansas City, Missouri	$67.3M	-$3.09M	1	2.36%	Reduced
378	Segall Bryant & Hamill Chicago, Illinois	$67.2M	+$9.08M	1	1.58%	Increased
379	Achmea Investment Management Zeist, Netherlands	$67M	-$19.9M	2	4.03%	Reduced
380	VCM Valiant Capital Management San Francisco, California	$66.8M	-$15.2M	1	3.63%	Reduced
381	Profund Advisors Bethesda, Maryland	$66.7M	+$4.27M	3	3.02%	Increased
382	Bartlett & Co Cincinnati, Ohio	$66.5M	-$2.23M	2	2.99%	Reduced
383	D.A. Davidson & Co Great Falls, Montana	$65.8M	+$644K	4	1.49%	Increased
384	ArrowMark Colorado Holdings Denver, Colorado	$65.6M	-$776K	2	0.81%	Reduced
385	Capital Fund Management (CFM) Paris, France	$65.5M	+$62.7M	2	0.53%	Increased
386	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$65.4M	-$16.4M	1	4.89%	Reduced
387	Whittier Trust South Pasadena, California	$65.3M	-$497K	4	2.52%	Reduced
388	Douglass Winthrop Advisors New York	$65.1M	-$5.66M	1	3.95%	Reduced
389	BB&T Securities Richmond, Virginia	$64.8M	+$8.47M	4	0.94%	Increased
390	Pinnacle Associates New York	$64.8M	+$103K	1	1.25%	Increased
391	SIM Sentry Investment Management Stevens Point, Wisconsin	$64.6M	+$524K	2	2.55%	Increased
392	ANI American National Insurance Galveston, Texas	$64M	$0	1	3.49%	Maintained
393	Zevenbergen Capital Investments Edmonds, Washington	$62.5M	+$11.1M	2	2.72%	Increased
394	CC Cannell & Co New York	$62.4M	+$2.89M	1	2.15%	Increased
395	Shelton Capital Management Denver, Colorado	$62M	+$7.27M	2	4.38%	Increased
396	PineBridge Investments New York	$61.2M	+$8.03M	2	1.59%	Increased
397	Braun Stacey Associates New York	$61M	-$212K	1	3.96%	Reduced
398	Whale Rock Capital Management Boston, Massachusetts	$60.8M	-$33.8M	1	4.25%	Reduced
399	TU TDAM USA Toronto, Ontario, Canada	$60.7M	-$1.35M	1	3.13%	Reduced
400	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$60.5M	-$7.75M	5	0.99%	Reduced