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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	$45.8B	+$92.9M	40	2%	Increased
2	BlackRock New York	$45.3B	+$40.6M	42	2.17%	Increased
3	State Street Boston, Massachusetts	$26.1B	-$1.77B	40	2.21%	Reduced
4	Fidelity Investments Boston, Massachusetts	$18B	-$1.62B	27	2.13%	Reduced
5	Wellington Management Group Boston, Massachusetts	$15.2B	-$843M	19	3.44%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$13.8B	+$894M	27	2.19%	Increased
7	Capital Research Global Investors Los Angeles, California	$12.2B	-$296M	9	3.47%	Reduced
8	Bank of America Charlotte, North Carolina	$10B	-$412M	43	1.72%	Reduced
9	Primecap Management Pasadena, California	$9.68B	+$35.6M	3	7.26%	Increased
10	Lilly Endowment Indiananapolis, Indiana	$9.52B	$0	1	100%	Maintained
11	Northern Trust Chicago, Illinois	$7.8B	-$177M	42	2.03%	Reduced
12	Franklin Resources San Mateo, California	$7.75B	-$350M	18	3.93%	Reduced
13	JP Morgan Chase New York	$7.51B	-$510M	36	1.61%	Reduced
14	Bank of New York Mellon New York	$6.93B	+$37.1M	40	1.92%	Increased
15	Geode Capital Management Boston, Massachusetts	$6.69B	+$383M	42	2.18%	Increased
16	Norges Bank Oslo, Norway	$5.92B	-$112M	24	2.14%	Reduced
17	Goldman Sachs New York	$5.69B	-$229M	38	1.46%	Reduced
18	Invesco Atlanta, Georgia	$5.49B	+$176M	27	2.05%	Increased
19	Morgan Stanley New York	$5.04B	+$195M	42	1.4%	Increased
20	Wells Fargo San Francisco, California	$4.79B	-$53.4M	41	1.42%	Reduced
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$4.79B	+$949M	40	2.28%	Increased
22	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.51B	+$1.81M	7	6.09%	Increased
23	Capital World Investors Los Angeles, California	$4.32B	+$670M	9	0.97%	Increased
24	Massachusetts Financial Services Boston, Massachusetts	$3.96B	-$42.2M	11	1.7%	Reduced
25	Dodge & Cox San Francisco, California	$3.62B	+$62.7M	5	2.92%	Increased