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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
651	ELC Edgar Lomax Company Kingstowne, Virginia	$162M	-$9.64M	7	12.11%	Reduced
652	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$162M	-$2.24M	8	3.16%	Reduced
653	JHC Jones Hill Capital New York	$162M	+$14.3M	11	34.37%	Increased
654	Mizuho Securities USA New York	$162M	+$33.8M	10	2.61%	Increased
655	Voleon Capital Management Berkeley, California	$162M	+$43.2M	24	2.94%	Increased
656	Seizert Capital Partners Birmingham, Michigan	$162M	-$15.2M	9	6.67%	Reduced
657	Dai-ichi Life Insurance Company Tokyo, Japan	$161M	-$4.73M	11	3.77%	Reduced
658	Aptus Capital Advisors Fairhope, Alabama	$161M	+$5.47M	20	1.1%	Increased
659	SSC Spruce Street Capital New York	$159M	-$9.01M	9	31.28%	Reduced
660	Picton Mahoney Asset Management Toronto, Ontario, Canada	$159M	-$5.78M	18	1.18%	Reduced
661	Wedge Capital Management Charlotte, North Carolina	$159M	+$592K	10	2.62%	Increased
662	Allianz Munich, Germany	$159M	+$1.34M	15	1.67%	Increased
663	Brookstone Capital Management Wheaton, Illinois	$159M	+$36.9M	15	1.59%	Increased
664	Curi RMB Capital Chicago, Illinois	$159M	-$1.94M	15	2.44%	Reduced
665	Livforsakringsbolaget Skandia Stockholm, Sweden	$158M	-$15.9M	11	5.08%	Reduced
666	SGA Sector Gamma AS Oslo, Norway	$158M	-$25.9M	10	34.26%	Reduced
667	ExodusPoint Capital Management New York	$158M	-$94.9M	43	1.01%	Reduced
668	Capital International Los Angeles, California	$157M	+$4.97M	7	5.13%	Increased
669	Achmea Investment Management Zeist, Netherlands	$156M	-$13.1M	3	3.9%	Reduced
670	Markel Group Glen Allen, Virginia	$155M	$0	1	1.18%	Maintained
671	IAM Infinitum Asset Management Fort Lauderdale, Florida	$154M	+$8.54M	1	15.68%	Increased
672	BSL Blue Sparrow LLC Dover, Delaware	$154M	+$27M	4	1.49%	Increased
673	Congress Asset Management Boston, Massachusetts	$154M	-$6.21M	10	0.95%	Reduced
674	Axiom Investors Greenwich, Connecticut	$153M	+$108M	3	1.33%	Increased
675	Atlantic Union Bankshares Glen Allen, Virginia	$153M	+$6.09M	32	2.56%	Increased