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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	$38B	+$793M	35	2.36%	Increased
2	State Street Boston, Massachusetts	$25.5B	-$174M	35	2.74%	Reduced
3	Fidelity Investments Boston, Massachusetts	$18.2B	-$704M	23	2.48%	Reduced
4	Wellington Management Group Boston, Massachusetts	$17B	-$69.6M	17	4.39%	Reduced
5	Capital Research Global Investors Los Angeles, California	$16.3B	-$642M	6	5.58%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$15.6B	+$115M	34	2.53%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$13.2B	-$2.07B	23	2.79%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$10.5B	+$237M	36	2.32%	Increased
9	Lilly Endowment Indiananapolis, Indiana	$9.97B	-$90.7M	1	100%	Reduced
10	JP Morgan Chase New York	$9.4B	+$172M	32	2.35%	Increased
11	Primecap Management Pasadena, California	$9.34B	-$42.2M	3	9.95%	Reduced
12	Bank of America Charlotte, North Carolina	$9.31B	+$520M	36	2.16%	Increased
13	Franklin Resources San Mateo, California	$9.14B	-$112M	15	4.92%	Reduced
14	Bank of New York Mellon New York	$8.25B	-$30.4M	35	2.52%	Reduced
15	Northern Trust Chicago, Illinois	$7.51B	-$90.6M	38	2.44%	Reduced
16	Capital World Investors Los Angeles, California	$6.51B	-$35.8M	8	1.75%	Reduced
17	Norges Bank Oslo, Norway	$5.98B	+$182M	21	2.84%	Increased
18	Invesco Atlanta, Georgia	$5.97B	-$533M	26	2.19%	Reduced
19	BlackRock Group London, United Kingdom	$5.78B	+$43.9M	25	3%	Increased
20	Geode Capital Management Boston, Massachusetts	$4.8B	-$1.75M	38	2.61%	Reduced
21	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.45B	$0	8	6.71%	Maintained
22	BlackRock Advisors Wilmington, Delaware	$4.26B	+$174M	34	4.32%	Increased
23	Morgan Stanley New York	$4.25B	-$43.2M	37	1.54%	Reduced
24	Goldman Sachs New York	$4.07B	-$1.98B	32	1.33%	Reduced
25	Wells Fargo San Francisco, California	$3.86B	+$210M	34	1.5%	Increased