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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	$24B	+$159M	28	2.11%	Increased
2	State Street Boston, Massachusetts	$20.5B	+$236M	29	2.28%	Increased
3	Wellington Management Group Boston, Massachusetts	$15.7B	-$718M	14	4.52%	Reduced
4	Fidelity Investments Boston, Massachusetts	$14.7B	-$737M	24	2.08%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$12.6B	-$121M	28	2.23%	Reduced
6	Capital Research Global Investors Los Angeles, California	$12B	+$594M	7	4.46%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$9.68B	-$110M	21	2.22%	Reduced
8	Bank of New York Mellon New York	$8.55B	-$210M	28	2.38%	Reduced
9	Franklin Resources San Mateo, California	$7.6B	+$1.12B	15	3.71%	Increased
10	Capital World Investors Los Angeles, California	$7.07B	-$93.3M	7	1.99%	Reduced
11	Northern Trust Chicago, Illinois	$6.94B	+$49.1M	31	2.22%	Increased
12	Lilly Endowment Indiananapolis, Indiana	$6.92B	$0	1	100%	Maintained
13	Primecap Management Pasadena, California	$6.68B	+$559K	2	8.03%	Increased
14	BlackRock Fund Advisors San Francisco, California	$6.47B	+$92.5M	29	1.97%	Increased
15	Invesco Atlanta, Georgia	$6.26B	-$217M	23	2.49%	Reduced
16	Norges Bank Oslo, Norway	$4.09B	-$313M	20	2.35%	Reduced
17	JP Morgan Chase New York	$4.08B	-$754M	23	1.16%	Reduced
18	Bank of America Charlotte, North Carolina	$4.04B	+$67.6M	30	1.45%	Increased
19	BlackRock Group London, United Kingdom	$3.99B	-$311M	21	2.57%	Reduced
20	Ameriprise Minneapolis, Minnesota	$3.48B	-$345M	27	2.11%	Reduced
21	Geode Capital Management Boston, Massachusetts	$3.43B	+$139M	30	2.38%	Increased
22	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.32B	+$20.2M	7	5.3%	Increased
23	Goldman Sachs New York	$3.31B	+$327M	28	1.09%	Increased
24	BlackRock Advisors Wilmington, Delaware	$3.27B	-$199M	27	3.14%	Reduced
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.9B	-$533M	28	2.09%	Reduced