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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	$36.1B	+$904M	35	2.43%	Increased
2	State Street Boston, Massachusetts	$26.1B	+$34.9M	34	2.85%	Increased
3	Fidelity Investments Boston, Massachusetts	$21.3B	+$1.43B	26	2.86%	Increased
4	Capital Research Global Investors Los Angeles, California	$18B	+$365M	7	6.16%	Increased
5	Wellington Management Group Boston, Massachusetts	$17.6B	-$272M	15	4.59%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$16B	-$146M	22	3.37%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$15.7B	+$188M	34	2.6%	Increased
8	Lilly Endowment Indiananapolis, Indiana	$10.8B	-$125M	1	100%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$10.3B	+$150M	33	2.39%	Increased
10	JP Morgan Chase New York	$10.1B	-$284M	29	2.54%	Reduced
11	Franklin Resources San Mateo, California	$9.88B	-$1.33B	17	5%	Reduced
12	Primecap Management Pasadena, California	$9.63B	+$60.5M	3	9.84%	Increased
13	Bank of America Charlotte, North Carolina	$8.69B	+$507M	35	2.06%	Increased
14	Bank of New York Mellon New York	$8.42B	-$416M	34	2.54%	Reduced
15	Capital World Investors Los Angeles, California	$8.13B	-$1.28B	8	2.27%	Reduced
16	Northern Trust Chicago, Illinois	$7.69B	-$457M	37	2.55%	Reduced
17	Invesco Atlanta, Georgia	$7.28B	-$63.9M	26	2.91%	Reduced
18	Norges Bank Oslo, Norway	$5.93B	+$174M	22	2.95%	Increased
19	BlackRock Group London, United Kingdom	$5.78B	+$144M	27	3.18%	Increased
20	Janus Henderson Investors US Denver, Colorado	$4.97B	+$90M	16	4.24%	Increased
21	Geode Capital Management Boston, Massachusetts	$4.75B	+$24.3M	38	2.71%	Increased
22	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.43B	+$34.9M	8	7.18%	Increased
23	Goldman Sachs New York	$4.36B	+$1.03B	35	1.37%	Increased
24	Morgan Stanley New York	$4.02B	+$184M	39	1.45%	Increased
25	BlackRock Advisors Wilmington, Delaware	$4.01B	+$257M	34	4.25%	Increased