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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	CDH Charles D. Hyman	$40.7M	+$4.33M	1	3.93%	Increased
702	Marble Harbor Investment Counsel Boston, Massachusetts	$40.5M	-$2.95M	2	7.05%	Reduced
703	CC Courier Capital Buffalo, New York	$40.5M	-$604K	1	5.21%	Reduced
704	FWM Frontier Wealth Management Kansas City, Missouri	$40.4M	-$3.8M	1	3.71%	Reduced
705	Valeo Financial Advisors Carmel, Indiana	$40.2M	-$243K	6	3.66%	Reduced
706	NorthRock Partners Minneapolis, Minnesota	$40.2M	-$457K	1	4.76%	Reduced
707	Middleton & Co Boston, Massachusetts	$40.1M	-$967K	1	5.78%	Reduced
708	TA TRB Advisors New York	$40.1M	+$15.5M	1	19.81%	Increased
709	Community Bank Dewitt, New York	$40M	+$2.97M	1	6.72%	Increased
710	SMP Santa Monica Partners Palm Beach Gardens, Florida	$40M	$0	1	27.68%	Maintained
711	Hardman Johnston Global Advisors Stamford, Connecticut	$39.9M	-$420K	1	1.76%	Reduced
712	Dillon & Associates Jackson, Michigan	$39.9M	-$444K	1	10.81%	Reduced
713	Curi RMB Capital Chicago, Illinois	$39.9M	-$2M	1	1.75%	Reduced
714	Capital Investment Counsel Inc Raleigh, North Carolina	$39.8M	-$16.8M	1	15.37%	Reduced
715	Rothschild Investment LLC Chicago, Illinois	$39.7M	-$1.12M	1	4.78%	Reduced
716	IFP Advisors Tampa, Florida	$39.7M	+$901K	4	3.15%	Increased
717	ZWJ Investment Counsel Atlanta, Georgia	$39.5M	-$549K	1	3.42%	Reduced
718	Redmile Group San Francisco, California	$39.4M	-$11.4M	1	0.73%	Reduced
719	North Star Asset Management Neenah, Wisconsin	$39.4M	-$925K	1	3.13%	Reduced
720	CapWealth Advisors Franklin, Tennessee	$39.4M	-$7.78M	1	5.57%	Reduced
721	CA Cullinan Associates Louisville, Kentucky	$39.3M	-$3.38M	1	2.76%	Reduced
722	Brinker Capital Berwyn, Pennsylvania	$38.9M	+$985K	2	1.24%	Increased
723	IRF IBM Retirement Fund Armonk, New York	$38.8M	-$556K	3	4.99%	Reduced
724	FQ First Quadrant Glendale, California	$38.7M	-$5.17M	2	5.19%	Reduced
725	Lowe Brockenbrough & Co Richmond, Virginia	$38.7M	-$378K	1	5.2%	Reduced