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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	$32.9B	+$725M	35	2.38%	Increased
2	State Street Boston, Massachusetts	$24.3B	-$107M	33	2.83%	Reduced
3	Fidelity Investments Boston, Massachusetts	$17.6B	+$225M	27	2.5%	Increased
4	Wellington Management Group Boston, Massachusetts	$16.5B	-$1.7B	17	4.6%	Reduced
5	Capital Research Global Investors Los Angeles, California	$15.3B	-$282M	7	5.46%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$15B	-$690M	21	3.33%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$14.5B	+$204M	34	2.53%	Increased
8	Lilly Endowment Indiananapolis, Indiana	$10.8B	-$21.1M	1	100%	Reduced
9	Franklin Resources San Mateo, California	$10.3B	-$907M	17	5.08%	Reduced
10	JP Morgan Chase New York	$9.85B	+$1.05B	23	2.63%	Increased
11	BlackRock Fund Advisors San Francisco, California	$9.45B	+$273M	31	2.45%	Increased
12	Primecap Management Pasadena, California	$8.83B	-$574M	3	9.8%	Reduced
13	Capital World Investors Los Angeles, California	$8.72B	-$515M	7	2.56%	Reduced
14	Bank of New York Mellon New York	$8.24B	-$527M	34	2.53%	Reduced
15	Bank of America Charlotte, North Carolina	$7.7B	+$3.15B	36	1.91%	Increased
16	Northern Trust Chicago, Illinois	$7.6B	-$160M	36	2.54%	Reduced
17	Invesco Atlanta, Georgia	$6.69B	-$406M	26	2.84%	Reduced
18	Norges Bank Oslo, Norway	$5.33B	+$216M	21	2.79%	Increased
19	BlackRock Group London, United Kingdom	$5.26B	-$18.1M	28	3.08%	Reduced
20	Janus Henderson Investors US Denver, Colorado	$4.42B	+$485M	16	3.96%	Increased
21	Geode Capital Management Boston, Massachusetts	$4.41B	+$80M	37	2.67%	Increased
22	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.23B	$0	8	7.11%	Maintained
23	Morgan Stanley New York	$3.53B	-$195M	37	1.3%	Reduced
24	BlackRock Advisors Wilmington, Delaware	$3.47B	+$88.2M	33	3.72%	Increased
25	TIAA CREF Investment Management New York	$3.46B	+$136M	26	2.72%	Increased