Hi Steve,
DBOXF and GTMM have a haptics connection you may find interesting.
Novint was tough unless you got in for the big rise. Sucks that nobody filled shareholders in on anything (last I checked).
I don't know about finding the perfect investment in VR/AR. Everything has risk but I too like SPVNF and is one I'm holding some as a core for the entire sector play. GPRO may be one from the camera angle, but it's bigger than I like.
If there ever is a sector heat-up then I like the idea of owning a basket, with some over-emphasis on the real cheapies.