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Cannabis

Cannabis is legal in some places and banned in others, which fragments the market and keeps banking and transport awkward. Changes in the law are what move the whole group at once.

52 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Prudential plc
Prudential plc
United Kingdom
$337M -$33.2M 1 1.72% Reduced
2
First Eagle Investment Management
First Eagle Investment Management
New York
$331M +$3.94M 1 0.96% Increased
3
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$251M -$58.8M 1 4.25% Reduced
4
Vanguard Group
Vanguard Group
Pennsylvania
$139M +$12.6M 2 0.01% Increased
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$132M +$1.99M 1 0.03% Increased
6
Fisher Asset Management
Fisher Asset Management
Washington
$87.2M -$473K 1 0.22% Reduced
7
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$80M +$23M 1 0.13% Increased
8
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$69M -$915K 1 0.13% Reduced
9
State Street
State Street
Massachusetts
$68M +$2.78M 1 0.01% Increased
10
Westfield Capital Management
Westfield Capital Management
Massachusetts
$63.7M -$1.01M 1 0.41% Reduced
11
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$62.5M +$3.68M 2 0.01% Increased
12
Neuberger Berman Group
Neuberger Berman Group
New York
$61.1M +$4.26M 1 0.07% Increased
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$58.7M +$6.49M 1 0.02% Increased
14
Bank of New York Mellon
Bank of New York Mellon
New York
$58.1M +$2.28M 1 0.02% Increased
15
Cambiar Investors
Cambiar Investors
Colorado
$46.7M +$725K 1 0.76% Increased
16
Northern Trust
Northern Trust
Illinois
$30.1M +$1.5M 2 0.01% Increased
17
Credit Agricole
Credit Agricole
France
$27.4M +$26.2M 1 0.12% New
18
LI
LMCG Investments
Massachusetts
$25.1M -$2.85M 1 0.61% Reduced
19
Norges Bank
Norges Bank
Norway
$23.8M $0 1 0.01% Maintained
20
William Blair & Company
William Blair & Company
Illinois
$23M +$86.4K 1 0.04% Increased
21
Ameriprise
Ameriprise
Minnesota
$21.8M +$5.54M 1 0.01% Increased
22
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.2M +$19.3M 1 0.26% New
23
MPMG
Minneapolis Portfolio Management Group
Minnesota
$19.5M -$2.21K 1 2.44% Reduced
24
Suntrust Banks
Suntrust Banks
Georgia
$18.4M -$41.7M 1 0.07% Reduced
25
Managed Account Advisors
Managed Account Advisors
New Jersey
$18.1M -$365K 1 0.03% Reduced