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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	Vanguard Group Malvern, Pennsylvania	$435M	+$126M	4	0.02%	Increased
2	Fidelity Investments Boston, Massachusetts	$322M	-$74.7M	1	0.04%	Reduced
3	BlackRock New York	$307M	+$9.71M	6	0.01%	Increased
4	First Eagle Investment Management New York	$189M	-$312K	1	0.46%	Reduced
5	Kayne Anderson Rudnick Investment Management Los Angeles, California	$145M	+$20.9M	1	0.93%	Increased
6	Fisher Asset Management Camas, Washington	$125M	+$15.8M	1	0.16%	Increased
7	EARNEST Partners Atlanta, Georgia	$107M	-$1.21M	1	1%	Reduced
8	State Street Boston, Massachusetts	$88.7M	-$3.58M	2	0.01%	Reduced
9	C Chescapmanager Baltimore, Maryland	$85.1M	$0	1	9.84%	Maintained
10	Neuberger Berman Group New York	$78.3M	+$7.39M	2	0.09%	Increased
11	Waddell & Reed Financial Overland Park, Kansas	$77.3M	-$1.27M	1	0.18%	Reduced
12	Morgan Stanley New York	$64M	+$38.3M	8	0.02%	Increased
13	Northern Trust Chicago, Illinois	$61.7M	+$5.77M	2	0.02%	Increased
14	Norges Bank Oslo, Norway	$59.1M	+$21.5M	2	0.02%	Increased
15	Bank of New York Mellon New York	$55.8M	-$1.92M	2	0.02%	Reduced
16	JAM JW Asset Management Miami Beach, Florida	$45.1M	+$39.1M	2	28.73%	Increased
17	Wells Fargo San Francisco, California	$44.3M	+$10.7M	5	0.01%	Increased
18	Bank of America Charlotte, North Carolina	$42.9M	+$1.69M	6	0.01%	Increased
19	Dimensional Fund Advisors Austin, Texas	$40.6M	-$301K	1	0.02%	Reduced
20	Prudential plc London, England, United Kingdom	$38.7M	-$12M	1	0.12%	Reduced
21	Royal Bank of Canada Toronto, Ontario, Canada	$36.9M	+$19.2M	5	0.02%	Increased
22	T. Rowe Price Associates Baltimore, Maryland	$36.9M	-$1.62M	1	0.01%	Reduced
23	HVCM HG Vora Capital Management New York	$36.6M	$0	1	2.13%	Maintained
24	Macquarie Group Sydney, NSW 2000, Australia	$36M	+$96.3K	1	0.06%	Increased
25	Handelsbanken Fonder Stockholm, Sweden	$35.8M	-$14.2M	1	0.7%	Reduced