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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	$54.6B	-$79M	44	2.05%	Reduced
2	BlackRock New York	$51.2B	-$344M	48	2.19%	Reduced
3	State Street Boston, Massachusetts	$30.5B	-$381M	40	2.28%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$19.2B	-$2.35B	31	2.7%	Reduced
5	Wellington Management Group Boston, Massachusetts	$15.5B	+$1.71B	23	3.44%	Increased
6	Fidelity Investments Boston, Massachusetts	$14.8B	-$3.21B	37	1.72%	Reduced
7	Lilly Endowment Indiananapolis, Indiana	$12.9B	$0	1	100%	Maintained
8	Capital World Investors Los Angeles, California	$11.7B	+$1.08B	9	2.75%	Increased
9	Primecap Management Pasadena, California	$10.7B	-$11.2M	4	7.91%	Reduced
10	Bank of America Charlotte, North Carolina	$10.1B	-$308M	46	1.54%	Reduced
11	Geode Capital Management Boston, Massachusetts	$9.65B	+$220M	47	2.33%	Increased
12	JP Morgan Chase New York	$9.58B	-$445M	39	1.87%	Reduced
13	Northern Trust Chicago, Illinois	$8.92B	+$8.44M	45	2.12%	Increased
14	Capital Research Global Investors Los Angeles, California	$8.48B	-$517M	8	2.69%	Reduced
15	Norges Bank Oslo, Norway	$7.04B	+$98.9M	25	2.17%	Increased
16	Bank of New York Mellon New York	$6.69B	-$191M	42	1.82%	Reduced
17	Capital International Investors Los Angeles, California	$6.57B	+$629M	7	2.62%	Increased
18	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.69B	$0	7	7.04%	Maintained
19	Invesco Atlanta, Georgia	$5.68B	+$481M	29	1.46%	Increased
20	Morgan Stanley New York	$5.68B	+$278M	49	1.51%	Increased
21	Wells Fargo San Francisco, California	$5.35B	+$38.8M	44	1.53%	Increased
22	Franklin Resources San Mateo, California	$5.3B	-$444M	18	2.82%	Reduced
23	Goldman Sachs New York	$4.97B	-$420M	41	1.43%	Reduced
24	Nuveen Charlotte, North Carolina	$4.74B	+$4.46B	35	1.87%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$4.42B	+$214M	13	1.8%	Increased