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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	$35B	+$385M	35	2.37%	Increased
2	State Street Boston, Massachusetts	$26.5B	-$919M	33	2.83%	Reduced
3	Wellington Management Group Boston, Massachusetts	$19.4B	-$609M	16	4.99%	Reduced
4	Fidelity Investments Boston, Massachusetts	$19B	-$777M	25	2.44%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$17.3B	+$934M	21	3.55%	Increased
6	Capital Research Global Investors Los Angeles, California	$17.1B	-$190M	8	5.63%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$15.6B	-$547M	33	2.5%	Reduced
8	Franklin Resources San Mateo, California	$11.7B	-$144M	15	5.33%	Reduced
9	Lilly Endowment Indiananapolis, Indiana	$10.8B	-$108M	1	100%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$10B	-$13.2M	30	2.41%	Reduced
11	Primecap Management Pasadena, California	$9.83B	+$24.7M	2	9.67%	Increased
12	Capital World Investors Los Angeles, California	$9.81B	-$157M	7	2.66%	Reduced
13	JP Morgan Chase New York	$9.68B	+$1.6B	21	2.28%	Increased
14	Bank of New York Mellon New York	$9.4B	-$738M	34	2.59%	Reduced
15	Northern Trust Chicago, Illinois	$8.38B	+$71.7M	35	2.52%	Increased
16	Invesco Atlanta, Georgia	$7.57B	-$244M	30	2.97%	Reduced
17	BlackRock Group London, United Kingdom	$5.68B	-$110M	26	3.09%	Reduced
18	Norges Bank Oslo, Norway	$5.54B	+$27.1M	22	2.77%	Increased
19	Bank of America Charlotte, North Carolina	$5.05B	+$71.3M	35	1.64%	Increased
20	Geode Capital Management Boston, Massachusetts	$4.7B	+$28.4M	34	2.68%	Increased
21	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.41B	+$47.7M	8	6.71%	Increased
22	Janus Henderson Investors US Denver, Colorado	$4.31B	+$499M	13	3.55%	Increased
23	Morgan Stanley New York	$4.06B	+$257M	38	1.41%	Increased
24	Wells Fargo San Francisco, California	$3.86B	+$17.9M	33	1.49%	Increased
25	BlackRock Advisors Wilmington, Delaware	$3.65B	-$331M	32	3.79%	Reduced