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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
401	JAFL Jay A. Fishman Ltd Troy, Michigan	$31M	+$33.6M	1	8.04%	New
402	Ladenburg Thalmann Financial Services Miami, Florida	$30.9M	+$33.5M	4	1.1%	New
403	RHBC R.H. Bluestein & Co Birmingham, Michigan	$30.7M	+$33.3M	2	2.7%	New
404	Central Trust Company Jefferson City, Missouri	$30.6M	+$33.2M	3	2.91%	New
405	BB&T Securities Richmond, Virginia	$30.5M	+$33.2M	1	1%	New
406	HBK Investments Dallas, Texas	$30.5M	+$33.1M	1	0.47%	New
407	BOK Financial Tulsa, Oklahoma	$30M	+$32.6M	1	1.14%	New
408	Truist Financial Charlotte, North Carolina	$29.9M	+$32.5M	1	1.11%	New
409	Dorsal Capital Management Redwood City, California	$29.7M	+$32.3M	1	4.62%	New
410	SGAM Smith Group Asset Management Dallas, Texas	$29.6M	+$32.2M	1	1.28%	New
411	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$29.2M	+$31.7M	1	0.44%	New
412	CP Cumberland Partners Toronto, Ontario, Canada	$29.1M	+$31.7M	1	3.72%	New
413	CCM Cadence Capital Management Boston, Massachusetts	$29M	+$31.5M	1	1.36%	New
414	Capital International Inc Los Angeles, California	$28.9M	+$31.4M	1	1.05%	New
415	Soros Fund Management New York	$28.7M	+$30.7M	2	0.31%	New
416	WI Wafra Inc New York	$28.5M	+$30.9M	1	4.52%	New
417	Bahl & Gaynor Cincinnati, Ohio	$28.4M	+$30.8M	1	0.54%	New
418	People's United Financial Bridgeport, Connecticut	$28.2M	+$30.7M	1	1.84%	New
419	ARTA A.R.T. Advisors New York	$28.2M	+$30.4M	2	0.92%	New
420	MVP Miller Value Partners Sarasota, Florida	$28.2M	+$30.6M	1	1.94%	New
421	HM Payson & Co Portland, Maine	$28.1M	+$30.5M	1	1.69%	New
422	BII Baring International Investment London, United Kingdom	$28.1M	+$30.5M	1	1.21%	New
423	PRC Platte River Capital Denver, Colorado	$28M	+$30.4M	1	3.26%	New
424	Castleark Management Chicago, Illinois	$28M	+$28.8M	2	0.93%	New
425	KCM Knighthead Capital Management New York	$27.7M	+$30.2M	1	5.38%	New