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Health & Wellness

Wellness is what people buy to stay healthy rather than to get better — nutrition, supplements, fitness, sleep, and preventive testing. The spending is discretionary but has proved unusually loyal.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
376
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.2M -$89.5M 1 0.12% Reduced
377
Huntington National Bank
Huntington National Bank
Ohio
$43M -$2.81M 24 0.21% Reduced
378
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$42.9M +$910K 1 0.73% Increased
379
IFM Investors
IFM Investors
Australia
$42.9M +$3.69M 2 0.28% Increased
380
Amalgamated Bank
Amalgamated Bank
New York
$42.9M -$1.61M 11 0.3% Reduced
381
SJIC
St. James Investment Company
Texas
$42.7M +$8.27M 1 6.78% Increased
382
Perpetual Ltd
Perpetual Ltd
Australia
$42.7M +$41.7M 1 0.61% Increased
383
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.5M +$1.34M 9 0.1% Increased
384
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.2M +$21.5M 3 0.4% Increased
385
Kennedy Capital Management
Kennedy Capital Management
Missouri
$42.1M -$4.22M 4 0.75% Reduced
386
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$41.8M +$3.68M 3 0.55% Increased
387
Vaughan David Investments
Vaughan David Investments
Illinois
$41.5M +$2.78M 1 0.83% Increased
388
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$41.5M -$3.95M 5 0.74% Reduced
389
IMC Chicago
IMC Chicago
Illinois
$41.3M +$27.7M 12 0.01% Increased
390
XTX Topco
XTX Topco
Cayman Islands
$41.2M -$17.7M 33 0.53% Reduced
391
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$41.2M +$1.44M 11 0.21% Increased
392
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$41M -$381K 3 0.6% Reduced
393
AWM
Absher Wealth Management
North Carolina
$41M +$10.5M 2 4.67% Increased
394
Pinnacle Associates
Pinnacle Associates
New York
$40.9M -$2.58M 5 0.45% Reduced
395
SP
Solel Partners
Massachusetts
$40.8M +$8.8M 2 6.93% Increased
396
VanEck Associates
VanEck Associates
New York
$40.8M -$47.3M 7 0.02% Reduced
397
TCW Group
TCW Group
California
$40.6M -$449K 2 0.27% Reduced
398
GAMCO Investors
GAMCO Investors
Connecticut
$40.5M -$1.02M 8 0.36% Reduced
399
Gabelli Funds
Gabelli Funds
New York
$40.3M -$1.31M 9 0.26% Reduced
400
CEI
Clark Estates Inc
New York
$40.2M +$4.81M 3 9.28% Increased