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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	$25.8B	+$460M	28	2.17%	Increased
2	State Street Boston, Massachusetts	$20.9B	-$847M	29	2.38%	Reduced
3	Wellington Management Group Boston, Massachusetts	$17.1B	-$404M	14	4.75%	Reduced
4	Fidelity Investments Boston, Massachusetts	$15.8B	+$180M	25	2.2%	Increased
5	Capital Research Global Investors Los Angeles, California	$13.5B	+$262M	7	4.88%	Increased
6	BlackRock Institutional Trust San Francisco, California	$13.4B	+$2.47M	27	2.31%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$10B	-$380M	21	2.25%	Reduced
8	Franklin Resources San Mateo, California	$9.18B	+$559M	13	4.34%	Increased
9	Bank of New York Mellon New York	$8.99B	-$178M	28	2.45%	Reduced
10	Lilly Endowment Indiananapolis, Indiana	$7.99B	$0	1	100%	Maintained
11	Primecap Management Pasadena, California	$7.33B	-$94.4M	2	8.3%	Reduced
12	Northern Trust Chicago, Illinois	$7.24B	-$152M	32	2.28%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$7.19B	+$335M	29	2.13%	Increased
14	Capital World Investors Los Angeles, California	$7.13B	-$271M	7	2.03%	Reduced
15	Invesco Atlanta, Georgia	$6.96B	+$178M	25	2.82%	Increased
16	JP Morgan Chase New York	$4.61B	+$222M	20	1.27%	Increased
17	BlackRock Group London, United Kingdom	$4.44B	+$173M	21	2.78%	Increased
18	Norges Bank Oslo, Norway	$4.38B	-$31M	20	2.47%	Reduced
19	Bank of America Charlotte, North Carolina	$4.08B	-$215M	31	1.52%	Reduced
20	Ameriprise Minneapolis, Minnesota	$3.94B	+$197M	28	2.37%	Increased
21	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.68B	+$61M	7	5.72%	Increased
22	Geode Capital Management Boston, Massachusetts	$3.68B	+$29.2M	31	2.47%	Increased
23	BlackRock Advisors Wilmington, Delaware	$3.61B	+$112M	27	3.54%	Increased
24	Goldman Sachs New York	$3.14B	-$384M	27	1.03%	Reduced
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.07B	-$52.1M	30	2.18%	Reduced