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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	$25.6B	+$427M	28	2.02%	Increased
2	State Street Boston, Massachusetts	$20.5B	+$164M	29	2.22%	Increased
3	Wellington Management Group Boston, Massachusetts	$16B	-$1.31B	16	4.29%	Reduced
4	Fidelity Investments Boston, Massachusetts	$14.5B	-$1.18B	24	1.95%	Reduced
5	Capital Research Global Investors Los Angeles, California	$14B	+$867M	8	4.89%	Increased
6	BlackRock Institutional Trust San Francisco, California	$13.1B	+$63.8M	27	2.18%	Increased
7	Franklin Resources San Mateo, California	$9.98B	+$984M	14	4.39%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$9.34B	-$599M	20	2.02%	Reduced
9	Norges Bank Oslo, Norway	$8.87B	+$4.54B	20	2.39%	Increased
10	Lilly Endowment Indiananapolis, Indiana	$8.32B	-$110M	1	100%	Reduced
11	Bank of New York Mellon New York	$8.31B	-$404M	28	2.24%	Reduced
12	Primecap Management Pasadena, California	$7.32B	-$37.2M	2	8.02%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$7.04B	-$18.8M	29	1.98%	Reduced
14	Northern Trust Chicago, Illinois	$7B	-$25.7M	32	2.18%	Reduced
15	Capital World Investors Los Angeles, California	$6.78B	-$6.24M	8	1.87%	Reduced
16	Invesco Atlanta, Georgia	$6.27B	-$471M	25	2.47%	Reduced
17	JP Morgan Chase New York	$4.54B	+$20.2M	19	1.15%	Increased
18	BlackRock Group London, United Kingdom	$4.44B	+$123M	21	2.55%	Increased
19	Bank of America Charlotte, North Carolina	$4.19B	+$179M	32	1.34%	Increased
20	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.6B	+$10.4M	7	5.37%	Increased
21	Geode Capital Management Boston, Massachusetts	$3.55B	-$23.1M	31	2.3%	Reduced
22	Ameriprise Minneapolis, Minnesota	$3.27B	-$520M	28	1.93%	Reduced
23	Goldman Sachs New York	$3.02B	-$42.9M	27	0.95%	Reduced
24	BlackRock Advisors Wilmington, Delaware	$3.01B	-$485M	27	2.84%	Reduced
25	Lazard Asset Management New York	$3.01B	+$406M	12	6.28%	Increased