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Immunotherapy & Oncology

Cancer treatment has moved from poisoning dividing cells towards directing the immune system at the tumour, and towards drugs that carry their payload only to cancerous tissue. It absorbs more drug development spending than any other area.

388 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
SI
Sofinnova Investments
California
$1.03B -$175M 19 53.21% Reduced
227
Logos Global Management
Logos Global Management
California
$1.03B -$219M 20 44.24% Reduced
228
DFO
Duquesne Family Office
New York
$1.02B +$43.5M 6 19.54% Increased
229
Vestal Point Capital
Vestal Point Capital
New York
$1.02B -$360M 17 23.72% Reduced
230
Tidal Investments
Tidal Investments
Wisconsin
$1.01B -$18.2M 67 1.75% Reduced
231
Cullen Capital Management
Cullen Capital Management
New York
$983M -$15.5M 6 9.67% Reduced
232
Brown Advisory
Brown Advisory
Maryland
$970M +$43.4M 17 1.5% Increased
233
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$962M +$123M 30 2.11% Increased
234
Fred Alger Management
Fred Alger Management
New York
$956M -$84.1M 27 3.19% Reduced
235
Osaic Holdings
Osaic Holdings
Arizona
$954M +$96M 181 1.12% Increased
236
KeyBank National Association
KeyBank National Association
Ohio
$950M +$8.13M 24 3.13% Increased
237
William Blair & Company
William Blair & Company
Illinois
$946M -$828K 35 2.46% Reduced
238
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$944M -$69.9M 2 2.86% Reduced
239
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$938M +$95.1M 11 4.48% Increased
240
Avoro Capital Advisors
Avoro Capital Advisors
New York
$933M -$725M 5 8.38% Reduced
241
SCM
Suvretta Capital Management
New York
$930M -$12.1M 13 17.01% Reduced
242
Nykredit A/S
Nykredit A/S
Denmark
$904M +$868M 52 3.45% New
243
CC
Casdin Capital
New York
$899M +$15.8M 10 44.98% Increased
244
William Blair Investment Management
William Blair Investment Management
Illinois
$892M +$40.9M 6 2.68% Increased
245
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$880M +$57.3M 4 3.7% Increased
246
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$878M +$337M 9 9.37% Increased
247
KCM
Kynam Capital Management
New Jersey
$858M +$125M 19 47.44% Increased
248
Coatue Management
Coatue Management
New York
$855M -$7.84M 2 1.76% Reduced
249
GQG Partners
GQG Partners
Florida
$851M -$1.33B 7 1.58% Reduced
250
Capital International Inc
Capital International Inc
California
$842M -$2.09M 10 5.9% Reduced
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