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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	$30.7B	+$998M	30	2.21%	Increased
2	State Street Boston, Massachusetts	$24.4B	+$472M	32	2.43%	Increased
3	Capital Research Global Investors Los Angeles, California	$18.4B	-$207M	8	6.24%	Reduced
4	Wellington Management Group Boston, Massachusetts	$18.4B	+$750M	15	4.85%	Increased
5	Fidelity Investments Boston, Massachusetts	$17.9B	+$1.31B	24	2.33%	Increased
6	BlackRock Institutional Trust San Francisco, California	$14.8B	-$72.7M	31	2.36%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$14.5B	+$1.77B	22	3.07%	Increased
8	Franklin Resources San Mateo, California	$11B	-$101M	14	4.97%	Reduced
9	Bank of New York Mellon New York	$9.34B	+$213M	32	2.44%	Increased
10	Lilly Endowment Indiananapolis, Indiana	$9.07B	-$89.4M	1	100%	Reduced
11	Primecap Management Pasadena, California	$9.01B	+$5.17M	2	9.13%	Increased
12	BlackRock Fund Advisors San Francisco, California	$8.89B	+$392M	29	2.2%	Increased
13	Capital World Investors Los Angeles, California	$8.13B	+$223M	8	2.2%	Increased
14	Northern Trust Chicago, Illinois	$7.79B	-$30.3M	35	2.35%	Reduced
15	Invesco Atlanta, Georgia	$7.5B	+$156M	25	2.9%	Increased
16	JP Morgan Chase New York	$5.71B	+$391M	23	1.31%	Increased
17	BlackRock Group London, United Kingdom	$5.43B	+$353M	24	2.91%	Increased
18	Norges Bank Oslo, Norway	$5.15B	+$90.5M	21	2.62%	Increased
19	Geode Capital Management Boston, Massachusetts	$4.19B	+$150M	34	2.49%	Increased
20	Bank of America Charlotte, North Carolina	$4.03B	-$263M	33	1.44%	Reduced
21	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.92B	+$1.59M	7	5.69%	Increased
22	BlackRock Advisors Wilmington, Delaware	$3.69B	+$207M	30	3.71%	Increased
23	Wells Fargo San Francisco, California	$3.56B	-$22.3M	33	1.4%	Reduced
24	Goldman Sachs New York	$3.53B	-$133M	31	1.12%	Reduced
25	Morgan Stanley New York	$3.51B	+$55.4M	35	1.28%	Increased