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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	$27.4B	+$482M	30	2.13%	Increased
2	State Street Boston, Massachusetts	$21.9B	+$344M	31	2.36%	Increased
3	Capital Research Global Investors Los Angeles, California	$16.7B	+$646M	8	5.77%	Increased
4	Wellington Management Group Boston, Massachusetts	$16.4B	-$526M	16	4.51%	Reduced
5	Fidelity Investments Boston, Massachusetts	$15.4B	-$306M	26	2.08%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$13.7B	-$131M	29	2.29%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$11.7B	+$1.73B	22	2.54%	Increased
8	Franklin Resources San Mateo, California	$10.2B	-$198M	14	4.66%	Reduced
9	Lilly Endowment Indiananapolis, Indiana	$8.61B	-$69.3M	1	100%	Reduced
10	Bank of New York Mellon New York	$8.46B	-$228M	30	2.3%	Reduced
11	Primecap Management Pasadena, California	$8.17B	-$7.98M	2	8.74%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$7.78B	+$372M	31	2.2%	Increased
13	Capital World Investors Los Angeles, California	$7.3B	+$52.5M	8	2.05%	Increased
14	Northern Trust Chicago, Illinois	$7.22B	-$134M	34	2.27%	Reduced
15	Invesco Atlanta, Georgia	$6.7B	-$38.1M	24	2.68%	Reduced
16	JP Morgan Chase New York	$4.91B	+$145M	22	1.16%	Increased
17	BlackRock Group London, United Kingdom	$4.69B	+$13.1M	25	2.72%	Increased
18	Norges Bank Oslo, Norway	$4.68B	-$4.5B	22	2.54%	Reduced
19	Bank of America Charlotte, North Carolina	$4.1B	-$248M	32	1.32%	Reduced
20	Geode Capital Management Boston, Massachusetts	$3.71B	-$24.5M	33	2.41%	Reduced
21	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.69B	-$22.4M	7	5.47%	Reduced
22	Goldman Sachs New York	$3.39B	+$166M	29	1.08%	Increased
23	Wells Fargo San Francisco, California	$3.27B	+$91.3M	30	1.37%	Increased
24	BlackRock Advisors Wilmington, Delaware	$3.22B	+$95.2M	29	3.2%	Increased
25	Morgan Stanley New York	$3.2B	+$164M	33	1.23%	Increased