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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
76	Independent Franchise Partners London, United Kingdom	$717M	+$105M	1	7.88%	Increased
77	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$685M	-$20M	1	2.81%	Reduced
78	Schroder Investment Management Group London, United Kingdom	$679M	-$127M	3	1.36%	Reduced
79	Lazard Asset Management New York	$664M	-$321M	1	1.4%	Reduced
80	GC Greenlight Capital New York	$655M	-$135M	1	12.02%	Reduced
81	Neuberger Berman Group New York	$636M	-$23.3M	2	0.88%	Reduced
82	State of New Jersey Common Pension Fund D Trenton, New Jersey	$633M	-$83M	1	2.87%	Reduced
83	Barclays London, United Kingdom	$630M	+$266M	4	0.82%	Increased
84	ClearBridge Investments New York	$626M	-$27.3M	1	0.74%	Reduced
85	Panagora Asset Management Boston, Massachusetts	$609M	-$35.9M	4	3.02%	Reduced
86	Fayez Sarofim & Co Houston, Texas	$605M	+$22.9M	1	3.32%	Increased
87	TD Asset Management Toronto, Ontario, Canada	$571M	+$6.71M	3	1.04%	Increased
88	BNP Paribas Financial Markets Paris, France	$566M	+$150M	5	2.55%	Increased
89	STRS Ohio Columbus, Ohio	$559M	-$42.5M	4	2.49%	Reduced
90	Waddell & Reed Financial Overland Park, Kansas	$547M	+$22.6M	3	1.15%	Increased
91	AQR Capital Management Greenwich, Connecticut	$541M	-$108M	3	0.96%	Reduced
92	State of Wisconsin Investment Board Madison, Wisconsin	$534M	-$65.7M	2	2.15%	Reduced
93	Canada Life Winnipeg, Manitoba, Canada	$522M	+$79.6M	4	1.57%	Increased
94	Credit Agricole Montrouge Cedex, France	$521M	+$80.5M	3	2.01%	Increased
95	Flossbach Von Storch Cologne, Germany	$518M	+$45.3M	1	8.9%	Increased
96	Chevy Chase Trust Bethesda, Maryland	$512M	+$2.03M	2	2.86%	Increased
97	Calamos Advisors Naperville, Illinois	$505M	-$6.07M	2	3.54%	Reduced
98	Winslow Capital Management Minneapolis, Minnesota	$494M	-$8.7M	1	2.01%	Reduced
99	Artisan Partners Milwaukee, Wisconsin	$487M	+$77.3M	2	1.04%	Increased
100	State of Michigan Retirement System Lansing, Michigan	$480M	+$41M	4	3.76%	Increased