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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	$505M	+$177M	7	0.02%	Increased
2	BlackRock New York	$250M	+$12.1M	5	0.01%	Increased
3	EMG ETF Managers Group Summit, New Jersey	$204M	+$242M	5	9.62%	New
4	First Eagle Investment Management New York	$176M	+$42.1M	1	0.51%	Increased
5	Farallon Capital Management San Francisco, California	$162M	$0	1	1.19%	Maintained
6	Fidelity Investments Boston, Massachusetts	$145M	+$29.8M	2	0.02%	Increased
7	Morgan Stanley New York	$140M	-$29.4M	10	0.04%	Reduced
8	Kayne Anderson Rudnick Investment Management Los Angeles, California	$132M	+$2.58M	1	0.91%	Increased
9	AFM Anson Funds Management Dallas, Texas	$99.4M	$0	1	57.72%	Maintained
10	C Chescapmanager Baltimore, Maryland	$93.6M	-$241K	1	22.6%	Reduced
11	Fisher Asset Management Camas, Washington	$93.6M	+$4.02M	1	0.13%	Increased
12	Norges Bank Oslo, Norway	$92.6M	+$44.1M	3	0.03%	Increased
13	EARNEST Partners Atlanta, Georgia	$77.2M	-$1.84M	1	0.84%	Reduced
14	RCM Rimrock Capital Management Irvine, California	$71.6M	+$111M	1	100%	New
15	State Street Boston, Massachusetts	$66.9M	-$1.62M	2	0.01%	Reduced
16	Macquarie Group Sydney, NSW 2000, Australia	$66M	-$1.07M	2	0.13%	Reduced
17	Waddell & Reed Financial Overland Park, Kansas	$64M	+$2.04M	1	0.18%	Increased
18	JAM JW Asset Management Miami Beach, Florida	$56.7M	+$13M	3	41.74%	Increased
19	Bank of Montreal Toronto, Ontario, Canada	$55.8M	+$17M	6	0.05%	Increased
20	Bank of New York Mellon New York	$55M	+$20.5M	4	0.02%	Increased
21	Northern Trust Chicago, Illinois	$46M	+$1.84M	2	0.01%	Increased
22	TD Asset Management Toronto, Ontario, Canada	$44.7M	+$27M	4	0.08%	Increased
23	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$44.3M	-$6.55M	3	0.3%	Reduced
24	Wells Fargo San Francisco, California	$39.5M	-$2.21M	7	0.01%	Reduced
25	Bank of America Charlotte, North Carolina	$39.1M	-$6.67M	10	0.01%	Reduced