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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	$52.1B	-$47.9M	44	1.93%	Reduced
2	BlackRock New York	$48.5B	-$264M	48	2.04%	Reduced
3	State Street Boston, Massachusetts	$28.3B	-$467M	41	2.11%	Reduced
4	Wellington Management Group Boston, Massachusetts	$17.1B	+$2.59B	22	3.85%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$16.4B	-$2.53B	30	2.32%	Reduced
6	Fidelity Investments Boston, Massachusetts	$15B	-$37.9M	38	1.79%	Reduced
7	Lilly Endowment Indiananapolis, Indiana	$13B	-$23.4M	1	100%	Reduced
8	Primecap Management Pasadena, California	$11B	-$69.7M	6	8.81%	Reduced
9	Capital World Investors Los Angeles, California	$10.7B	+$377M	9	2.58%	Increased
10	Geode Capital Management Boston, Massachusetts	$9.3B	+$163M	48	2.17%	Increased
11	Capital Research Global Investors Los Angeles, California	$9.26B	+$827M	8	3.04%	Increased
12	Bank of America Charlotte, North Carolina	$9.03B	-$488M	47	1.34%	Reduced
13	Northern Trust Chicago, Illinois	$8.31B	-$172M	46	1.99%	Reduced
14	JP Morgan Chase New York	$7.68B	-$1.18B	40	1.53%	Reduced
15	Norges Bank Oslo, Norway	$6.52B	-$147M	25	2%	Reduced
16	Bank of New York Mellon New York	$6.35B	-$18M	41	1.74%	Reduced
17	Capital International Investors Los Angeles, California	$6.32B	-$143M	7	2.41%	Reduced
18	Invesco Atlanta, Georgia	$5.54B	-$121M	28	1.45%	Reduced
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.3B	$0	7	6.55%	Maintained
20	Morgan Stanley New York	$5.26B	-$131M	49	1.39%	Reduced
21	Franklin Resources San Mateo, California	$5.03B	-$18.2M	17	2.73%	Reduced
22	Wells Fargo San Francisco, California	$4.82B	-$402M	46	1.37%	Reduced
23	Goldman Sachs New York	$4.67B	-$87.6M	41	1.35%	Reduced
24	Massachusetts Financial Services Boston, Massachusetts	$4.28B	+$242M	12	1.72%	Increased
25	Nuveen Charlotte, North Carolina	$4.14B	-$429M	35	1.68%	Reduced