← 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	$33.8B	+$1.02B	36	2.19%	Increased
2	State Street Boston, Massachusetts	$23.1B	-$423M	34	2.5%	Reduced
3	Fidelity Investments Boston, Massachusetts	$18.6B	+$570M	23	2.57%	Increased
4	Capital Research Global Investors Los Angeles, California	$16.5B	-$192M	7	5.69%	Reduced
5	Wellington Management Group Boston, Massachusetts	$15.7B	+$966M	17	4.14%	Increased
6	BlackRock Institutional Trust San Francisco, California	$14B	-$188M	35	2.31%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$13.7B	-$357M	22	2.93%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$9.41B	+$85.3M	35	2.18%	Increased
9	Lilly Endowment Indiananapolis, Indiana	$9.21B	$0	1	100%	Maintained
10	Primecap Management Pasadena, California	$8.9B	+$372M	3	9.23%	Increased
11	Franklin Resources San Mateo, California	$8.74B	+$66.7M	17	4.64%	Increased
12	JP Morgan Chase New York	$8.22B	-$507M	27	2.1%	Reduced
13	Bank of America Charlotte, North Carolina	$7.98B	+$268M	34	1.94%	Increased
14	Bank of New York Mellon New York	$7.57B	+$22.9M	34	2.29%	Increased
15	Northern Trust Chicago, Illinois	$6.91B	-$32.7M	37	2.29%	Reduced
16	Invesco Atlanta, Georgia	$6.14B	-$295M	26	2.5%	Reduced
17	Capital World Investors Los Angeles, California	$6.08B	-$460M	7	1.68%	Reduced
18	Goldman Sachs New York	$5.47B	+$1.6B	35	1.8%	Increased
19	Norges Bank Oslo, Norway	$5.35B	+$72.8M	22	2.63%	Increased
20	BlackRock Group London, United Kingdom	$5.2B	+$39.5M	26	2.81%	Increased
21	Geode Capital Management Boston, Massachusetts	$4.35B	+$78.3M	38	2.31%	Increased
22	Morgan Stanley New York	$3.99B	+$332M	38	1.54%	Increased
23	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.98B	+$10M	8	6.26%	Increased
24	Janus Henderson Investors US Denver, Colorado	$3.84B	-$457M	16	3.33%	Reduced
25	BlackRock Advisors Wilmington, Delaware	$3.71B	+$138M	34	3.89%	Increased