Portfolio

Top Stocks

Quarterly Top 10 Holdings for Quarter End 30-Jun-2020

as of 30-Jun-2020

GW Pharmaceuticals Plc 12.55%
Teladoc Health Inc. 7.58%
Microsoft Corporation 7.01%
Innovative Industrial Properties, Inc. 6.93%
Scotts Miracle-Gro Comapny (The) 6.43%
Canopy Growth Corporation 6.36%
Aurora Cannabis Inc. 6.11%
Vestas Wind Systems A/S ADR 6.07%
Cronos Group Inc. 5.91%
Power REIT (MD) 5.66%

Top Portfolio Holdings for Quarter End 30-Jun-2020

as of 30-Jun-2020

1. GW Pharmaceuticals PLC (GWPH)
GW Pharmaceuticals PLC is engaged in the research, development and commercialisation of cannabinoid prescription medicines using botanical extracts derived from the Cannabis Sativa plant.
2. Teladoc Health Inc. (TDOC)
Is a telehealth platform that delivers 24-hour, on-demand healthcare via mobile devices, the Internet, video, and phone. Its platform connects members with a network of physicians and behavioral health professionals.
3. Microsoft Corp (MSFT)
Microsoft is developing a new product in Microsoft's cloud computing business that is meant to help states that have legalized the medical or recreational use of marijuana. The software is meant to keep tabs on sales and commerce, ensuring that they remain in the daylight of legality.
4. Innovative Industrial Properties, Inc. (IIPR)
The Company is engaged in the acquisition, ownership and management of specialized industrial properties leased to state-licensed operators for their regulated medical-use cannabis facilities
5. Scotts Miracle-Gro Company (SMG)
Hydroponics is the process of growing plants in liquids without the use of soil and is a popular method for cultivating marijuana.
6. Canopy Growth Corporation (CGC)
Cultivates and sells medicinal and recreational cannabis, and hemp, through a portfolio of brands.
7. Aurora Cannabis Inc. (ACB)
Cultivates and sells medicinal and recreational cannabis through a portfolio of brands.
8. Vestas Wind Systems A/S ADR (VWDRY)
Vestas Wind Systems is one of the largest manufacturers of wind turbines in the world
9. Cronos Group Inc. (CRON)
Cultivates and sells medicinal and recreational cannabis through its medicinal brand and its two recreational brands.
10. Power REIT (PW)
A real-estate investment trust focused on providing long-term real estate solutions to energy and transportation infrastructure asset owners and developers.