← All themes

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	$34.4B	+$1.32B	32	2.33%	Increased
2	State Street Boston, Massachusetts	$27.3B	+$1.1B	33	2.8%	Increased
3	Fidelity Investments Boston, Massachusetts	$19.7B	+$640M	26	2.51%	Increased
4	Wellington Management Group Boston, Massachusetts	$19.4B	-$19.9M	16	4.99%	Reduced
5	Capital Research Global Investors Los Angeles, California	$17.8B	-$838M	8	6.11%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$16.1B	+$423M	21	3.32%	Increased
7	BlackRock Institutional Trust San Francisco, California	$16B	+$164M	31	2.5%	Increased
8	Franklin Resources San Mateo, California	$11.9B	+$103M	16	5.39%	Increased
9	Bank of New York Mellon New York	$10.1B	-$22.7M	33	2.62%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$9.97B	+$393M	29	2.38%	Increased
11	Lilly Endowment Indiananapolis, Indiana	$9.52B	-$26.3M	1	100%	Reduced
12	Capital World Investors Los Angeles, California	$9.5B	+$510M	8	2.56%	Increased
13	Primecap Management Pasadena, California	$9.35B	+$112M	2	9.13%	Increased
14	Northern Trust Chicago, Illinois	$8.29B	-$85.7M	35	2.49%	Reduced
15	JP Morgan Chase New York	$7.98B	+$1.71B	23	1.82%	Increased
16	Invesco Atlanta, Georgia	$7.75B	-$217M	25	3%	Reduced
17	BlackRock Group London, United Kingdom	$5.77B	-$57.4M	23	3.11%	Reduced
18	Norges Bank Oslo, Norway	$5.49B	-$43.1M	22	2.69%	Reduced
19	Bank of America Charlotte, North Carolina	$4.94B	+$536M	35	1.66%	Increased
20	Geode Capital Management Boston, Massachusetts	$4.65B	+$152M	34	2.66%	Increased
21	Goldman Sachs New York	$4.58B	+$754M	31	1.47%	Increased
22	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.24B	-$15M	7	6.33%	Reduced
23	BlackRock Advisors Wilmington, Delaware	$4.04B	+$62.6M	30	4.14%	Increased
24	Morgan Stanley New York	$3.81B	+$51M	34	1.4%	Increased
25	Wells Fargo San Francisco, California	$3.8B	-$42.6M	33	1.48%	Reduced