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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	$59.9B	+$255M	46	2.04%	Increased
2	BlackRock New York	$54.9B	-$430M	50	2.11%	Reduced
3	State Street Boston, Massachusetts	$32.5B	+$229M	43	2.23%	Increased
4	Wellington Management Group Boston, Massachusetts	$21.2B	+$1.63B	27	4.44%	Increased
5	Fidelity Investments Boston, Massachusetts	$18.1B	+$601M	37	2%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$16.2B	-$1.78B	34	2.1%	Reduced
7	Lilly Endowment Indiananapolis, Indiana	$15.1B	-$236M	1	100%	Reduced
8	Capital World Investors Los Angeles, California	$13.3B	+$816M	10	2.98%	Increased
9	Primecap Management Pasadena, California	$13.1B	+$102M	6	9.52%	Increased
10	Capital Research Global Investors Los Angeles, California	$12.1B	+$430M	8	3.62%	Increased
11	Geode Capital Management Boston, Massachusetts	$10.9B	+$253M	49	2.28%	Increased
12	Bank of America Charlotte, North Carolina	$9.97B	-$277M	46	1.43%	Reduced
13	Northern Trust Chicago, Illinois	$9.27B	-$232M	48	2.07%	Reduced
14	JP Morgan Chase New York	$7.99B	-$654M	41	1.49%	Reduced
15	Norges Bank Oslo, Norway	$7.44B	-$62.2M	26	2.08%	Reduced
16	Capital International Investors Los Angeles, California	$7.43B	-$3.87M	7	2.52%	Reduced
17	Bank of New York Mellon New York	$7.42B	+$152M	42	1.91%	Increased
18	Morgan Stanley New York	$6.56B	+$521M	51	1.53%	Increased
19	Goldman Sachs New York	$5.86B	+$501M	43	1.49%	Increased
20	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.68B	-$364M	7	7.14%	Reduced
21	Franklin Resources San Mateo, California	$5.64B	-$141M	20	2.96%	Reduced
22	Wells Fargo San Francisco, California	$5.42B	-$130M	47	1.46%	Reduced
23	Massachusetts Financial Services Boston, Massachusetts	$4.68B	+$18.1M	11	1.76%	Increased
24	Invesco Atlanta, Georgia	$4.59B	-$1.66B	30	1.43%	Reduced
25	Dimensional Fund Advisors Austin, Texas	$4.58B	+$37.7M	35	1.67%	Increased