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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	$39.1B	+$878M	36	2.3%	Increased
2	State Street Boston, Massachusetts	$26.7B	+$1.12B	35	2.69%	Increased
3	Fidelity Investments Boston, Massachusetts	$18.7B	-$18.3M	23	2.49%	Reduced
4	Wellington Management Group Boston, Massachusetts	$18.4B	+$1.14B	19	4.61%	Increased
5	Capital Research Global Investors Los Angeles, California	$17.3B	+$49.4M	6	5.71%	Increased
6	BlackRock Institutional Trust San Francisco, California	$15.9B	+$239M	36	2.48%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$11.2B	-$2.05B	25	2.24%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$11B	+$314M	36	2.25%	Increased
9	Lilly Endowment Indiananapolis, Indiana	$10.1B	-$70.4M	1	100%	Reduced
10	Bank of America Charlotte, North Carolina	$9.97B	+$797M	37	2.19%	Increased
11	Primecap Management Pasadena, California	$9.53B	-$367M	3	9.51%	Reduced
12	Franklin Resources San Mateo, California	$9.22B	+$116M	14	4.82%	Increased
13	JP Morgan Chase New York	$8.54B	-$820M	26	2.1%	Reduced
14	Bank of New York Mellon New York	$7.99B	-$187M	34	2.38%	Reduced
15	Northern Trust Chicago, Illinois	$7.61B	+$85.3M	37	2.37%	Increased
16	Capital World Investors Los Angeles, California	$7.02B	+$203M	8	1.83%	Increased
17	Invesco Atlanta, Georgia	$6.05B	-$1.14M	26	2.08%	Reduced
18	Norges Bank Oslo, Norway	$5.75B	+$59.8M	22	2.72%	Increased
19	BlackRock Group London, United Kingdom	$5.71B	-$75.2M	27	2.88%	Reduced
20	Geode Capital Management Boston, Massachusetts	$5.02B	+$182M	39	2.53%	Increased
21	Morgan Stanley New York	$4.99B	+$764M	40	1.7%	Increased
22	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.39B	$0	8	6.53%	Maintained
23	Wells Fargo San Francisco, California	$4.25B	+$383M	37	1.57%	Increased
24	BlackRock Advisors Wilmington, Delaware	$4.07B	-$169M	34	4.19%	Reduced
25	Goldman Sachs New York	$3.64B	-$452M	33	1.1%	Reduced