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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	$64.4B	-$333M	48	2.13%	Reduced
2	BlackRock New York	$60.1B	-$1.18B	53	2.22%	Reduced
3	State Street Boston, Massachusetts	$35.8B	+$794M	47	2.45%	Increased
4	Fidelity Investments Boston, Massachusetts	$23B	-$1.6B	37	2.33%	Reduced
5	Wellington Management Group Boston, Massachusetts	$22.1B	-$370M	27	4.58%	Reduced
6	Capital World Investors Los Angeles, California	$17.5B	+$506M	10	3.82%	Increased
7	Lilly Endowment Indiananapolis, Indiana	$16.4B	-$66.2M	1	100%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$13.4B	-$1.25B	36	1.56%	Reduced
9	Primecap Management Pasadena, California	$13B	-$493M	6	10.74%	Reduced
10	Capital Research Global Investors Los Angeles, California	$12.2B	-$127M	8	3.65%	Reduced
11	Geode Capital Management Boston, Massachusetts	$11.7B	-$67.8M	51	2.3%	Reduced
12	JP Morgan Chase New York	$10.1B	+$650M	50	1.7%	Increased
13	Northern Trust Chicago, Illinois	$9.99B	+$98.7M	50	2.19%	Increased
14	Bank of America Charlotte, North Carolina	$9.94B	+$218M	50	1.35%	Increased
15	Bank of New York Mellon New York	$8.03B	+$143M	48	1.98%	Increased
16	Norges Bank Oslo, Norway	$7.62B	+$66.8M	26	2.02%	Increased
17	Morgan Stanley New York	$7.28B	+$465M	55	1.41%	Increased
18	Capital International Investors Los Angeles, California	$6.61B	-$1.12B	8	2.04%	Reduced
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.9B	-$10.2M	7	7.53%	Reduced
20	Wells Fargo San Francisco, California	$5.74B	-$7.28M	53	1.58%	Reduced
21	Invesco Atlanta, Georgia	$5.65B	+$294M	36	1.91%	Increased
22	Nuveen Charlotte, North Carolina	$5.56B	-$87.6M	43	2.14%	Reduced
23	Franklin Resources San Mateo, California	$5.54B	-$417M	21	2.68%	Reduced
24	Legal & General Group London, United Kingdom	$4.89B	+$20.9M	42	2.18%	Increased
25	Dimensional Fund Advisors Austin, Texas	$4.67B	-$225M	31	1.98%	Reduced