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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
701	Douglas C. Lane & Associates New York	$19.4M	-$174K	1	0.58%	Reduced
702	NIM Nexus Investment Management Toronto, Ontario, Canada	$19.3M	+$36.3K	1	3.65%	Increased
703	IG Ithaka Group Arlington, Virginia	$19.3M	-$833K	1	2.89%	Reduced
704	BACM Blue Arrow Capital Management New York	$19.3M	+$760K	1	2.09%	Increased
705	River Road Asset Management Louisville, Kentucky	$19.3M	+$6.97M	1	0.27%	Increased
706	CWM Concert Wealth Management San Jose, California	$19.2M	-$973K	1	2.59%	Reduced
707	BCAM Boston Common Asset Management Boston, Massachusetts	$19.2M	-$1.31M	1	1.07%	Reduced
708	Locust Wood Capital Advisers New York	$19.2M	-$1.78M	1	2.74%	Reduced
709	DP Dearborn Partners Chicago, Illinois	$19.2M	+$929K	1	1.86%	Increased
710	FAM Foxhaven Asset Management Charlottesville, Virginia	$19.2M	-$8.99M	1	4.22%	Reduced
711	BCM Brown Capital Management Baltimore, Maryland	$19.1M	+$55.3K	1	0.34%	Increased
712	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$19.1M	-$2.06M	1	2.83%	Reduced
713	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$19M	-$669K	2	0.07%	Reduced
714	RC Randolph Company Cincinnati, Ohio	$18.9M	$0	1	3.91%	Maintained
715	Amalgamated Bank New York	$18.9M	+$872K	2	2.82%	Increased
716	WP WMS Partners Towson, Maryland	$18.9M	-$40.8K	1	2.96%	Reduced
717	Ninety One (UK) London, United Kingdom	$18.9M	-$4.03M	1	0.11%	Reduced
718	Meiji Yasuda Life Insurance Tokyo, Japan	$18.4M	+$32.5K	1	2.81%	Increased
719	OPCM Osborne Partners Capital Management San Francisco, California	$18.4M	+$11.4K	1	2.38%	Increased
720	BA Birinyi Associates Westport, Connecticut	$18.4M	-$221K	1	8.38%	Reduced
721	FineMark National Bank & Trust Fort Myers, Florida	$18.3M	+$559K	4	2.92%	Increased
722	HCMNY Howard Capital Management (New York) New York	$18.1M	+$84.6K	1	3.61%	Increased
723	HCM Harvey Capital Management Palm Beach, Florida	$18.1M	-$75.6K	1	7.1%	Reduced
724	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$18.1M	-$17.7M	2	3.12%	Reduced
725	QGM Quality Growth Management Rancho Santa Fe, California	$17.9M	+$14.9M	1	14.46%	Increased