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GLP-1 & Obesity

GLP-1 medicines treat obesity and diabetes, and have grown into one of the largest drug categories ever launched. Their reach extends past medicine, because a change in how much people eat moves whole consumer industries.

92 stocks

Obesity Second-Order Effects

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
101	Fidelity International Hamilton, Bermuda	$1.9B	-$315M	14	1.37%	Reduced
102	Causeway Capital Management Los Angeles, California	$1.88B	+$386M	3	20.34%	Increased
103	APG Asset Management Amsterdam, Netherlands	$1.88B	-$60.2M	8	4.61%	Reduced
104	BBA Baker Bros. Advisors New York	$1.87B	+$732K	8	9.37%	Increased
105	SEB Asset Management Stockholm,	$1.85B	-$79.1M	13	6.98%	Reduced
106	New York State Common Retirement Fund Albany, New York	$1.82B	-$167M	47	2.29%	Reduced
107	SEI Investments Oaks, Pennsylvania	$1.79B	-$124M	39	1.58%	Reduced
108	Sapient Capital Indianapolis, Indiana	$1.75B	+$2.19M	7	22.91%	Increased
109	Menora Mivtachim Holdings Ramat Gan, Israel	$1.75B	+$8M	3	6.82%	Increased
110	Boston Partners Boston, Massachusetts	$1.74B	+$229M	5	1.55%	Increased
111	Two Sigma Investments New York	$1.71B	-$39.8M	49	1.24%	Reduced
112	Assenagon Asset Management Senningerberg, Luxembourg	$1.71B	-$784M	21	2.13%	Reduced
113	Prudential Financial Newark, New Jersey	$1.67B	+$112M	36	1.82%	Increased
114	Acadian Asset Management Boston, Massachusetts	$1.67B	-$428M	28	1.98%	Reduced
115	Adage Capital Partners Boston, Massachusetts	$1.67B	-$83.7M	21	2.34%	Reduced
116	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.64B	+$69M	9	7.99%	Increased
117	Mariner Overland Park, Kansas	$1.64B	+$39.4M	37	1.72%	Increased
118	Aberdeen Group Edinburgh, United Kingdom	$1.63B	-$40.1M	22	2.29%	Reduced
119	Jane Street New York	$1.62B	+$657M	46	0.13%	Increased
120	Jones Financial Companies Des Peres, Missouri	$1.6B	+$220M	56	0.64%	Increased
121	Phoenix Financial Givatayim, Israel	$1.6B	-$14.4M	10	10.91%	Reduced
122	Artisan Partners Milwaukee, Wisconsin	$1.56B	+$97.4M	8	2.48%	Increased
123	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.56B	+$241M	12	2.22%	Increased
124	Zurich Cantonal Bank Zurich, Switzerland	$1.53B	-$56.7M	41	2.92%	Reduced
125	Clal Insurance Tel-Aviv, Israel	$1.53B	+$72.1M	4	6.83%	Increased