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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
826	OA Oak Associates Akron, Ohio	$108M	-$822K	11	6.04%	Reduced
827	GAI General American Investors New York	$107M	+$1.51M	7	6.36%	Increased
828	South Dakota Investment Council Sioux Falls, South Dakota	$107M	-$2.24M	12	1.84%	Reduced
829	FCMV Foresite Capital Management V Larkspur, California	$107M	+$4.89M	4	29.54%	Increased
830	Intact Investment Management Montreal, Quebec, Canada	$107M	+$9.15M	7	3.04%	Increased
831	Longaeva Partners Chicago, Illinois	$106M	-$69.2M	14	2.32%	Reduced
832	TIC TriCert Investment Counsel Waterloo,	$106M	+$99.2M	4	9.87%	New
833	Chilton Capital Management Houston, Texas	$106M	+$2.57M	13	3.34%	Increased
834	Diamond Hill Capital Management Columbus, Ohio	$105M	-$49.7M	2	0.84%	Reduced
835	Confluence Investment Management St. Louis, Missouri	$105M	-$3.74M	1	1.64%	Reduced
836	FP Fivespan Partners San Francisco, California	$105M	$0	1	24.78%	Maintained
837	BCM Bronte Capital Management Bondi Junction, Australia	$105M	-$4.18M	7	11.29%	Reduced
838	Caprock Group Boise, Idaho	$105M	-$707K	29	2.01%	Reduced
839	World Investment Advisors Santa Barbara, California	$105M	-$10.8M	19	1.74%	Reduced
840	OIMU Osmosis Investment Management UK London, United Kingdom	$105M	-$89.8M	12	4.87%	Reduced
841	Y-Intercept (HK) Hong Kong	$105M	-$34.1M	46	2.08%	Reduced
842	SAI Systematic Alpha Investments Princeton, New Jersey	$105M	$0	4	2.82%	Maintained
843	HUB Investment Partners Austin, Texas	$104M	+$18.5M	18	1.88%	Increased
844	Adams Diversified Equity Fund Baltimore, Maryland	$104M	-$18.8M	3	3.19%	Reduced
845	Gradient Investments Arden Hills, Minnesota	$104M	+$6.29M	10	1.44%	Increased
846	ACM AIHC Capital Management Central,	$104M	-$65.1M	3	99.62%	Reduced
847	ACA Apis Capital Advisors New York	$103M	+$18.8M	4	10.07%	Increased
848	FTCM First Trust Capital Management Chicago, Illinois	$103M	-$17.1M	1	6.02%	Reduced
849	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$103M	+$8.85M	10	3.74%	Increased
850	GGI Godsey & Gibb Inc Richmond, Virginia	$103M	+$14.8M	10	8.43%	Increased