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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	$66.4B	-$1.32B	48	1.93%	Reduced
2	BlackRock New York	$61.4B	-$1.23B	55	1.96%	Reduced
3	State Street Boston, Massachusetts	$35.6B	-$1.59B	48	2.18%	Reduced
4	Wellington Management Group Boston, Massachusetts	$24.7B	+$1.61B	29	4.54%	Increased
5	Fidelity Investments Boston, Massachusetts	$19.5B	-$3.57B	36	1.73%	Reduced
6	Lilly Endowment Indiananapolis, Indiana	$18.8B	$0	1	100%	Maintained
7	Capital World Investors Los Angeles, California	$18.3B	+$462M	11	3.53%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$13.2B	-$1.2B	39	1.35%	Reduced
9	Primecap Management Pasadena, California	$12.8B	-$331M	6	9.52%	Reduced
10	Geode Capital Management Boston, Massachusetts	$12.3B	+$5.25M	52	2.06%	Increased
11	Capital Research Global Investors Los Angeles, California	$10.9B	-$771M	8	2.82%	Reduced
12	JP Morgan Chase New York	$10.7B	-$70.7M	51	1.58%	Reduced
13	Northern Trust Chicago, Illinois	$10B	-$375M	51	1.96%	Reduced
14	PNC Financial Services Group Pittsburgh, Pennsylvania	$9.93B	+$7.38B	36	10.02%	Increased
15	Bank of America Charlotte, North Carolina	$9.06B	-$1.16B	52	1.17%	Reduced
16	Bank of New York Mellon New York	$8.42B	-$25.9M	48	1.83%	Reduced
17	Morgan Stanley New York	$8.16B	+$719M	56	1.26%	Increased
18	Norges Bank Oslo, Norway	$7.89B	-$109M	25	1.84%	Reduced
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.24B	-$104M	7	7.15%	Reduced
20	Invesco Atlanta, Georgia	$6.21B	+$103M	44	1.81%	Increased
21	Wells Fargo San Francisco, California	$5.89B	+$20.4M	53	1.42%	Increased
22	Franklin Resources San Mateo, California	$5.85B	-$36.2M	23	2.48%	Reduced
23	Capital International Investors Los Angeles, California	$5.63B	-$993M	8	1.54%	Reduced
24	Nuveen Charlotte, North Carolina	$5.08B	-$650M	45	1.72%	Reduced
25	Legal & General Group London, United Kingdom	$5.07B	-$23.7M	43	1.99%	Reduced