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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
101	Stifel Financial St. Louis, Missouri	$704M	-$1.12M	3	2.16%	Reduced
102	Harris Associates Chicago, Illinois	$687M	-$18.7M	1	1.11%	Reduced
103	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$683M	-$135M	2	4.85%	Reduced
104	ProShare Advisors Bethesda, Maryland	$673M	-$84.3M	5	4.51%	Reduced
105	US Bancorp Minneapolis, Minnesota	$667M	-$19.4M	7	2.05%	Reduced
106	Brown Advisory Baltimore, Maryland	$664M	-$43.9M	5	2.04%	Reduced
107	CIBC Private Wealth Group Atlanta, Georgia	$661M	+$5.4M	3	2.7%	Increased
108	Independent Franchise Partners London, United Kingdom	$651M	-$17.3M	1	6.17%	Reduced
109	Wellcome Trust London, United Kingdom	$648M	$0	1	10.39%	Maintained
110	Aperio Group Sausalito, California	$643M	+$17.1M	5	3.07%	Increased
111	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$626M	-$18.8M	3	3.17%	Reduced
112	Bessemer Group Woodbridge, New Jersey	$623M	-$3.21M	2	2.42%	Reduced
113	State of Tennessee, Department of Treasury Nashville, Tennessee	$622M	-$10.2M	3	3.15%	Reduced
114	Public Employees Retirement Association of Colorado Denver, Colorado	$622M	-$7.98M	4	4.03%	Reduced
115	Epoch Investment Partners New York	$618M	-$56.1M	1	1.91%	Reduced
116	Millennium Management New York	$609M	+$244M	8	0.79%	Increased
117	First Manhattan New York	$607M	-$19.3M	2	3.5%	Reduced
118	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$603M	+$14M	2	1.22%	Increased
119	Retirement Systems of Alabama Montgomery, Alabama	$578M	-$44.3M	2	2.83%	Reduced
120	Aviva London, United Kingdom	$567M	+$3.48M	2	3.35%	Increased
121	Fidelity International Hamilton, Bermuda	$562M	+$58M	2	0.85%	Increased
122	William Blair & Company Chicago, Illinois	$557M	-$1.45M	2	3.79%	Reduced
123	Mackenzie Financial Toronto Ontario, Ontario, Canada	$532M	-$49.2M	3	1.36%	Reduced
124	DZ Bank Frankfurt Am Main, Germany	$521M	-$4.48M	2	1.93%	Reduced
125	Robeco Institutional Asset Management Rotterdam, Netherlands	$519M	-$15.2M	2	2.36%	Reduced