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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
1	Vanguard Group Malvern, Pennsylvania	$22.5B	+$263M	28	2.2%	Increased
2	State Street Boston, Massachusetts	$19.1B	-$7.82M	29	2.36%	Reduced
3	Wellington Management Group Boston, Massachusetts	$15.4B	-$39.7M	15	4.83%	Reduced
4	Fidelity Investments Boston, Massachusetts	$15B	-$1.42B	23	2.3%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$12.1B	-$124M	29	2.34%	Reduced
6	Capital Research Global Investors Los Angeles, California	$11.2B	+$82M	8	4.4%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$9.09B	-$2.43M	20	2.27%	Reduced
8	Bank of New York Mellon New York	$8.27B	+$14.3M	28	2.46%	Increased
9	Capital World Investors Los Angeles, California	$7.18B	+$680M	8	2.18%	Increased
10	Lilly Endowment Indiananapolis, Indiana	$6.83B	$0	1	100%	Maintained
11	Primecap Management Pasadena, California	$6.57B	-$64.7M	2	8.64%	Reduced
12	Northern Trust Chicago, Illinois	$6.52B	-$257M	31	2.3%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$6.13B	+$218M	29	2.07%	Increased
14	Franklin Resources San Mateo, California	$6.1B	+$484M	14	3.25%	Increased
15	Invesco Atlanta, Georgia	$6.08B	+$352M	24	2.64%	Increased
16	JP Morgan Chase New York	$4.63B	-$41M	27	1.37%	Reduced
17	Norges Bank Oslo, Norway	$4.17B	+$297M	20	2.43%	Increased
18	BlackRock Group London, United Kingdom	$4.05B	+$199M	21	2.72%	Increased
19	Bank of America Charlotte, North Carolina	$3.7B	-$808M	30	1.47%	Reduced
20	Ameriprise Minneapolis, Minnesota	$3.62B	-$279M	28	2.37%	Reduced
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.28B	-$256M	30	2.42%	Reduced
22	BlackRock Advisors Wilmington, Delaware	$3.26B	-$47.6M	27	3.28%	Reduced
23	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.16B	-$3.95M	6	5.56%	Reduced
24	Geode Capital Management Boston, Massachusetts	$3.12B	+$96.5M	29	2.5%	Increased
25	Goldman Sachs New York	$2.86B	+$95.6M	27	1.05%	Increased