← All themes Internet of Things

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
176	LCS Levin Capital Strategies New York	$182M	-$2.24M	1	3.1%	Reduced
177	Factory Mutual Insurance Waltham, Massachusetts	$181M	-$43.6M	1	2.87%	Reduced
178	CCMH Cornerstone Capital Management Holdings New York	$181M	-$2.97M	2	2.17%	Reduced
179	Loomis, Sayles & Company Boston, Massachusetts	$181M	-$5.27M	2	0.59%	Reduced
180	Maverick Capital Dallas, Texas	$177M	-$192M	1	2.4%	Reduced
181	VVP Vulcan Value Partners Birmingham, Alabama	$176M	+$35.8M	1	5.37%	Increased
182	Arizona State Retirement System Phoenix, Arizona	$174M	-$5.17M	2	2.23%	Reduced
183	Sanders Capital West Palm Beach, Florida	$173M	+$169M	1	2.38%	New
184	Nisa Investment Advisors St. Louis, Missouri	$171M	-$2.54M	2	2.63%	Reduced
185	Fidelity International Hamilton, Bermuda	$168M	-$786K	1	0.8%	Reduced
186	TAM Tiverton Asset Management Wilimington, Delaware	$167M	$0	1	4.03%	Maintained
187	ACM Andor Capital Management Rye Brook, New York	$167M	+$104M	1	12.4%	Increased
188	Select Equity Group New York	$166M	+$3.62M	1	2.25%	Increased
189	Employees Provident Fund Board Shah Alam, Malaysia	$166M	+$66M	1	5.98%	Increased
190	Edge Asset Management Seattle, Washington	$163M	+$21.2M	2	1.95%	Increased
191	Raymond James & Associates St Petersburg, Florida	$163M	+$15M	3	1.41%	Increased
192	Employees Retirement System of Texas Austin, Texas	$163M	-$8.13M	2	2.02%	Reduced
193	Polen Capital Management Boca Raton, Florida	$161M	-$9.61M	1	3.71%	Reduced
194	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$161M	-$9.06M	2	1.47%	Reduced
195	Glenview Capital Management New York	$160M	+$15.8M	1	1.35%	Increased
196	CIM Contrarius Investment Management St. Helier, Jersey	$160M	-$641K	1	14.26%	Reduced
197	CM CS McKee Pittsburgh, Pennsylvania	$155M	-$8.52M	1	2.64%	Reduced
198	Nuveen Charlotte, North Carolina	$155M	+$13.8M	1	1%	Increased
199	HMP HS Management Partners New York	$154M	-$12M	1	8.49%	Reduced
200	LPL Financial San Diego, California	$152M	+$4.07M	3	1.01%	Increased