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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	$37.2B	+$719M	37	2.07%	Increased
2	State Street Boston, Massachusetts	$25.7B	+$844M	37	2.42%	Increased
3	Wellington Management Group Boston, Massachusetts	$15.9B	-$463M	17	4%	Reduced
4	Fidelity Investments Boston, Massachusetts	$15.5B	-$980M	24	2.07%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$15.4B	+$688M	36	2.28%	Increased
6	Capital Research Global Investors Los Angeles, California	$14.3B	-$794M	7	4.62%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$11.4B	+$1.14B	37	2.1%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$9.38B	-$1.15B	25	1.86%	Reduced
9	Lilly Endowment Indiananapolis, Indiana	$9.24B	-$14.9M	1	100%	Reduced
10	Franklin Resources San Mateo, California	$8.72B	+$518M	14	4.52%	Increased
11	Bank of America Charlotte, North Carolina	$8.68B	-$416M	38	1.88%	Reduced
12	Primecap Management Pasadena, California	$8.59B	+$89.4M	3	8.46%	Increased
13	JP Morgan Chase New York	$7.42B	-$540M	34	1.78%	Reduced
14	Bank of New York Mellon New York	$7.39B	+$45.6M	36	2.13%	Increased
15	Northern Trust Chicago, Illinois	$7.08B	+$47.8M	39	2.17%	Increased
16	Norges Bank Oslo, Norway	$5.59B	+$87.2M	23	2.44%	Increased
17	Invesco Atlanta, Georgia	$5.58B	+$92M	29	1.88%	Increased
18	BlackRock Group London, United Kingdom	$5.36B	+$87.6M	26	2.55%	Increased
19	Geode Capital Management Boston, Massachusetts	$4.9B	+$252M	40	2.28%	Increased
20	Morgan Stanley New York	$4.86B	+$314M	41	1.59%	Increased
21	Capital World Investors Los Angeles, California	$4.7B	-$1.84B	8	1.18%	Reduced
22	Wells Fargo San Francisco, California	$4.12B	+$212M	37	1.45%	Increased
23	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.09B	+$11.4M	8	5.83%	Increased
24	Goldman Sachs New York	$3.59B	+$199M	33	1.01%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$3.25B	-$31.1M	12	1.59%	Reduced