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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	$55.9B	-$614M	43	2.19%	Reduced
2	BlackRock New York	$52.8B	-$1.49B	47	2.36%	Reduced
3	State Street Boston, Massachusetts	$31.7B	+$425M	41	2.47%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$21.6B	+$1.38B	30	3.18%	Increased
5	Fidelity Investments Boston, Massachusetts	$18.7B	-$2.09B	35	2.24%	Reduced
6	Lilly Endowment Indiananapolis, Indiana	$15.2B	-$147M	1	100%	Reduced
7	Wellington Management Group Boston, Massachusetts	$14.7B	-$1.62B	22	3.34%	Reduced
8	Primecap Management Pasadena, California	$11.6B	-$1.04B	4	8.51%	Reduced
9	Capital World Investors Los Angeles, California	$11.5B	+$1.18B	8	2.78%	Increased
10	Bank of America Charlotte, North Carolina	$10.7B	-$51M	41	1.67%	Reduced
11	Capital Research Global Investors Los Angeles, California	$10.3B	-$233M	8	3.28%	Reduced
12	JP Morgan Chase New York	$10.3B	+$423M	39	2.09%	Increased
13	Geode Capital Management Boston, Massachusetts	$9.69B	+$533M	45	2.51%	Increased
14	Northern Trust Chicago, Illinois	$9.17B	-$132M	44	2.26%	Reduced
15	Norges Bank Oslo, Norway	$7.15B	+$38.7M	25	2.31%	Increased
16	Bank of New York Mellon New York	$7.03B	-$374M	42	1.97%	Reduced
17	Capital International Investors Los Angeles, California	$6.46B	+$275M	7	2.78%	Increased
18	Franklin Resources San Mateo, California	$6.24B	-$717M	18	3.34%	Reduced
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.04B	-$20.1M	7	7.7%	Reduced
20	Goldman Sachs New York	$5.54B	+$382M	39	1.67%	Increased
21	Morgan Stanley New York	$5.5B	-$390M	46	1.56%	Reduced
22	Wells Fargo San Francisco, California	$5.42B	+$102M	44	1.61%	Increased
23	Invesco Atlanta, Georgia	$5.31B	-$293M	31	1.79%	Reduced
24	Dimensional Fund Advisors Austin, Texas	$4.26B	-$28.1M	34	1.7%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$4.14B	+$289M	12	1.75%	Increased