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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
1951	OAM Occidental Asset Management Burlingame, California	$848K	+$5.5K	1	1.38%	Increased
1952	GCM Glynn Capital Management Menlo Park, California	$846K	$0	1	0.29%	Maintained
1953	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$831K	+$71.5K	1	0.73%	Increased
1954	GAM Gould Asset Management Claremont, California	$829K	+$9.03K	1	0.4%	Increased
1955	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$829K	+$85.9K	1	0.03%	Increased
1956	PAG Pinnacle Advisory Group Columbia, Maryland	$827K	+$68.8K	1	0.11%	Increased
1957	HPBT High Point Bank & Trust High Point, North Carolina	$820K	$0	2	0.27%	Maintained
1958	Peconic Partners New York	$811K	$0	1	0.11%	Maintained
1959	LIM Lathrop Investment Management Little Rock, Arkansas	$807K	+$41.2K	1	0.31%	Increased
1960	MAA Mraz Amerine & Associates Modesto, California	$807K	-$5.6K	1	0.31%	Reduced
1961	CCM Contrarian Capital Management Greenwich, Connecticut	$806K	-$379K	1	0.3%	Reduced
1962	RT Rockland Trust Hanover, Massachusetts	$804K	-$138K	1	0.18%	Reduced
1963	GAM Gemmer Asset Management Walnut Creek, California	$802K	+$36.3K	2	0.57%	Increased
1964	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$797K	-$616K	1	0.23%	Reduced
1965	VFP Verus Financial Partners Richmond, Virginia	$797K	-$1.47K	1	0.45%	Reduced
1966	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$788K	-$5.89K	1	0.1%	Reduced
1967	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$784K	-$107K	1	0.41%	Reduced
1968	NFG Noven Financial Group Denver, Colorado	$780K	+$212K	1	0.57%	Increased
1969	VNA VNBTrust National Association Charlottesville, Virginia	$779K	-$982	1	0.4%	Reduced
1970	HCA Horan Capital Advisors Cincinnati, Ohio	$751K	+$93.3K	1	0.66%	Increased
1971	EMG Ellington Management Group Old Greenwich, Connecticut	$741K	+$774K	2	0.51%	New
1972	Ruffer LLP London, United Kingdom	$741K	-$30.9K	1	0.03%	Reduced
1973	VCAM Valentine Capital Asset Management Danville, California	$740K	+$21.2K	1	0.29%	Increased
1974	First Eagle Investment Management New York	$739K	$0	1	0%	Maintained
1975	SMC Smith, Moore & Co Clayton, Missouri	$732K	-$8.34K	1	0.41%	Reduced