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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	Fidelity Investments Boston, Massachusetts	$409M	+$107M	2	0.05%	Increased
2	Vanguard Group Malvern, Pennsylvania	$320M	-$15.5M	3	0.01%	Reduced
3	BlackRock New York	$305M	+$778K	4	0.01%	Increased
4	First Eagle Investment Management New York	$195M	-$18.1M	1	0.49%	Reduced
5	Kayne Anderson Rudnick Investment Management Los Angeles, California	$129M	+$42.2M	1	0.96%	Increased
6	Fisher Asset Management Camas, Washington	$113M	-$5.07M	1	0.15%	Reduced
7	EARNEST Partners Atlanta, Georgia	$112M	-$76K	1	1.06%	Reduced
8	State Street Boston, Massachusetts	$94.9M	-$3.53M	1	0.01%	Reduced
9	C Chescapmanager Baltimore, Maryland	$87.8M	+$110M	1	13.09%	New
10	Waddell & Reed Financial Overland Park, Kansas	$81M	+$18M	1	0.18%	Increased
11	Neuberger Berman Group New York	$73.2M	+$3.58M	1	0.08%	Increased
12	Bank of New York Mellon New York	$59.5M	+$2.81M	2	0.02%	Increased
13	Northern Trust Chicago, Illinois	$57.6M	+$863K	2	0.02%	Increased
14	Prudential plc London, England, United Kingdom	$52.2M	$0	1	0.16%	Maintained
15	Handelsbanken Fonder Stockholm, Sweden	$51.5M	+$7.62M	1	1.01%	Increased
16	Fidelity International Hamilton, Bermuda	$42.6M	-$12.7M	1	0.12%	Reduced
17	Bank of America Charlotte, North Carolina	$42.5M	-$1.16M	4	0.01%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$42.2M	-$1.21M	1	0.02%	Reduced
19	T. Rowe Price Associates Baltimore, Maryland	$39.7M	-$303K	1	0.01%	Reduced
20	Norges Bank Oslo, Norway	$39.5M	$0	1	0.01%	Maintained
21	Macquarie Group Sydney, NSW 2000, Australia	$37.1M	-$171K	1	0.07%	Reduced
22	Geode Capital Management Boston, Massachusetts	$36.8M	+$8.02M	3	0.01%	Increased
23	Wells Fargo San Francisco, California	$34.8M	+$12.6M	3	0.01%	Increased
24	BM Bridger Management New York	$29.4M	+$32.7M	1	1.79%	New
25	New York State Common Retirement Fund Albany, New York	$28.1M	-$1.26M	1	0.03%	Reduced