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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
476	HMP HS Management Partners New York	$43.3M	-$39.9M	1	1.52%	Reduced
477	Martin Currie Edinburgh, United Kingdom	$43.2M	-$2.87M	1	3.56%	Reduced
478	Neville Rodie & Shaw New York	$43.1M	-$1.35M	1	4.94%	Reduced
479	Appaloosa LP Short Hills, New Jersey	$43.1M	-$19.8M	1	0.71%	Reduced
480	Impax Asset Management Portsmouth, New Hampshire	$42.8M	+$395	1	2.4%	Increased
481	Liberty Mutual Group Asset Management Boston, Massachusetts	$42.4M	-$13.7M	3	1.66%	Reduced
482	Daiwa Securities Group Tokyo, Japan	$42.2M	+$5.55M	3	0.27%	Increased
483	Crestwood Advisors Group Boston, Massachusetts	$41.8M	+$876K	3	3.68%	Increased
484	Wilmington Savings Fund Society Wilmington, Delaware	$41.7M	-$1.46M	1	2.53%	Reduced
485	Front Barnett Associates Chicago, Illinois	$41.7M	-$2.21M	1	7.76%	Reduced
486	Burney Company Reston, Virginia	$41.3M	-$262K	1	2.72%	Reduced
487	Northeast Investment Management Boston, Massachusetts	$41.2M	-$1.36M	1	3.86%	Reduced
488	Nomura Holdings Tokyo, Japan	$41.1M	-$61.1M	2	0.11%	Reduced
489	LS Investment Advisors Bloomfield Hills, Michigan	$40.9M	-$765K	4	2.62%	Reduced
490	Cohen & Steers New York	$40.8M	-$13.8M	1	0.11%	Reduced
491	FIM Frontier Investment Management Dallas, Texas	$40.7M	-$3.03M	1	3.96%	Reduced
492	ACM Atlanta Capital Management Atlanta, Georgia	$40.7M	-$61.3M	1	0.25%	Reduced
493	PFM Parsec Financial Management Asheville, North Carolina	$40.5M	-$703K	1	3.37%	Reduced
494	Marsico Capital Management Denver, Colorado	$40.4M	+$24.1M	2	1.75%	Increased
495	Banco Santander Madrid, Spain	$40.2M	+$9.5M	1	1.04%	Increased
496	Two Sigma Investments New York	$40.2M	+$34.2M	4	0.14%	Increased
497	Madison Investment Holdings Madison, Wisconsin	$40.2M	+$213K	1	0.75%	Increased
498	IHL Investment House LLC Redondo Beach, California	$40.1M	-$284K	2	5.63%	Reduced
499	Perpetual Ltd Sydney, New South Wales, Australia	$40M	+$36.6M	1	3.97%	New
500	TimesSquare Capital Management New York	$39.9M	+$24.7M	2	0.26%	Increased