Efectos de segundo orden de la obesidad
Los medicamentos para bajar de peso cambian la demanda mucho más allá del sector salud: en las botanas, el alcohol, las tallas de ropa, la diálisis y la cirugía bariátrica. Algunas empresas se benefician de este cambio y otras salen perdiendo; precisamente por eso vale la pena etiquetar este vínculo.
26 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 6425 M | -USD 222 M | 1 | 2.15% | Reducidas |
|
| 2 |
BlackRock
New York
| USD 5618 M | +USD 377 M | 20 | 0.08% | Aumentadas |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 3427 M | -USD 171 M | 19 | 0.07% | Reducidas |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 3008 M | +USD 85.3 M | 16 | 0.14% | Aumentadas |
|
| 5 |
State Street
Boston,
Massachusetts
| USD 2263 M | -USD 108 M | 18 | 0.07% | Reducidas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 1454 M | -USD 49.2 M | 19 | 0.08% | Reducidas |
|
| 7 |
Morgan Stanley
New York
| USD 1196 M | -USD 180 M | 20 | 0.06% | Reducidas |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 1081 M | +USD 165 M | 16 | 0.11% | Aumentadas |
|
| 9 |
Bank of New York Mellon
New York
| USD 1072 M | -USD 147 M | 18 | 0.18% | Reducidas |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| USD 1055 M | +USD 3.92 M | 19 | 0.19% | Aumentadas |
|
| 11 |
AQR Capital Management
Greenwich,
Connecticut
| USD 991 M | +USD 511 M | 18 | 0.35% | Aumentadas |
|
| 12 |
Goldman Sachs
New York
| USD 805 M | +USD 145 M | 18 | 0.07% | Aumentadas |
|
| 13 |
Invesco
Atlanta,
Georgia
| USD 788 M | -USD 297 M | 18 | 0.06% | Reducidas |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| USD 754 M | +USD 96.2 M | 19 | 0.03% | Aumentadas |
|
| 15 |
UBS Group
Zurich,
Switzerland
| USD 622 M | +USD 803 k | 20 | 0.08% | Aumentadas |
|
| 16 |
JP Morgan Chase
New York
| USD 604 M | -USD 5.38 M | 20 | 0.03% | Reducidas |
|
| 17 |
Northern Trust
Chicago,
Illinois
| USD 600 M | -USD 10.2 M | 20 | 0.07% | Reducidas |
|
| 18 |
First Trust Advisors
Wheaton,
Illinois
| USD 600 M | +USD 208 M | 11 | 0.35% | Aumentadas |
|
| 19 |
Charles Schwab
San Francisco,
California
| USD 548 M | -USD 3.19 M | 19 | 0.07% | Reducidas |
|
| 20 |
Pzena Investment Management
New York
| USD 540 M | +USD 94.6 M | 2 | 1.59% | Aumentadas |
|
| 21 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 535 M | +USD 10.6 M | 12 | 0.24% | Aumentadas |
|
| 22 |
Norges Bank
Oslo,
Norway
| USD 520 M | +USD 498 M | 7 | 0.05% | Nuevas |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| USD 486 M | +USD 37.8 M | 18 | 0.03% | Aumentadas |
|
| 24 |
Two Sigma Investments
New York
| USD 411 M | -USD 35.1 M | 16 | 0.3% | Reducidas |
|
| 25 |
First Eagle Investment Management
New York
| USD 411 M | +USD 6.27 M | 2 | 0.68% | Aumentadas |
|