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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
201	Nuveen Charlotte, North Carolina	$188M	+$4.93M	3	1.21%	Increased
202	Eagle Asset Management St Petersburg, Florida	$183M	-$126M	1	1.03%	Reduced
203	CIM Contrarius Investment Management St. Helier, Jersey	$183M	-$4.97M	1	12.19%	Reduced
204	ID Integral Derivatives New York	$182M	+$172M	1	2.52%	New
205	Polen Capital Management Boca Raton, Florida	$181M	-$7.83M	1	4.01%	Reduced
206	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$180M	-$8.36M	2	2.1%	Reduced
207	TSU TD Securities (USA) New York	$180M	+$3.44M	2	3.03%	Increased
208	BRC Blue Ridge Capital New York	$180M	+$169M	1	1.85%	New
209	DnB Asset Management Oslo, Norway	$178M	+$29.5M	1	4.18%	Increased
210	AC Alleghany Corporation New York	$177M	$0	1	8.68%	Maintained
211	CIBC World Market Toronto, Ontario, Canada	$175M	+$137M	1	0.72%	Increased
212	HMP HS Management Partners New York	$172M	-$9.2M	1	8.32%	Reduced
213	Fifth Third Bancorp Cincinnati, Ohio	$170M	+$6.43M	3	1.65%	Increased
214	LPL Financial San Diego, California	$170M	-$1.61M	3	1.06%	Reduced
215	Diamond Hill Capital Management Columbus, Ohio	$169M	-$1.69M	1	1.54%	Reduced
216	Jacobs Levy Equity Management Florham Park, New Jersey	$167M	+$15.6M	2	2.52%	Increased
217	LCS Levin Capital Strategies New York	$166M	-$44.9M	1	2.68%	Reduced
218	Glenmede Trust Philadelphia, Pennsylvania	$165M	+$8.37M	3	1.68%	Increased
219	EA Euclid Advisors Hartford, Connecticut	$164M	-$11.6M	2	1.36%	Reduced
220	Soros Fund Management New York	$163M	+$119M	1	1.38%	Increased
221	Los Angeles Capital Management Los Angeles, California	$162M	-$2.89M	1	1.81%	Reduced
222	Commonwealth Equity Services Waltham, Massachusetts	$159M	+$2.93M	3	2.31%	Increased
223	Sustainable Growth Advisers Stamford, Connecticut	$158M	-$17.2M	1	3.42%	Reduced
224	CM CS McKee Pittsburgh, Pennsylvania	$156M	-$24.9M	1	3.06%	Reduced
225	H Hexavest Montreal, Quebec, Canada	$151M	-$545K	1	2.32%	Reduced