← All themes

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	$69B	+$809M	50	1.87%	Increased
2	BlackRock New York	$64.6B	+$1.36B	56	1.9%	Increased
3	State Street Boston, Massachusetts	$35.9B	-$611M	50	2.06%	Reduced
4	Wellington Management Group Boston, Massachusetts	$25.4B	+$366M	32	4.47%	Increased
5	Lilly Endowment Indiananapolis, Indiana	$20.6B	-$162M	1	100%	Reduced
6	Fidelity Investments Boston, Massachusetts	$18.8B	-$1.25B	35	1.61%	Reduced
7	Capital World Investors Los Angeles, California	$18.4B	+$339M	11	3.41%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$17.3B	+$4.05B	39	1.74%	Increased
9	Primecap Management Pasadena, California	$13.4B	-$297M	6	9.36%	Reduced
10	Geode Capital Management Boston, Massachusetts	$13.2B	+$584M	54	2.02%	Increased
11	Capital Research Global Investors Los Angeles, California	$11.7B	+$59.8M	7	2.87%	Increased
12	JP Morgan Chase New York	$11.1B	-$243M	51	1.48%	Reduced
13	PNC Financial Services Group Pittsburgh, Pennsylvania	$10.8B	-$90.5M	40	10.49%	Reduced
14	Northern Trust Chicago, Illinois	$10B	-$300M	53	1.87%	Reduced
15	Bank of America Charlotte, North Carolina	$9.42B	+$72.7M	54	1.06%	Increased
16	Bank of New York Mellon New York	$8.7B	+$36.3M	50	1.78%	Increased
17	Morgan Stanley New York	$8.22B	-$119M	56	1.21%	Reduced
18	Norges Bank Oslo, Norway	$8.07B	-$36.6M	28	1.85%	Reduced
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.6B	+$23.6M	7	6.99%	Increased
20	Invesco Atlanta, Georgia	$6.36B	-$49M	46	1.7%	Reduced
21	Franklin Resources San Mateo, California	$6.17B	+$201M	25	2.51%	Increased
22	Wells Fargo San Francisco, California	$5.99B	-$122M	56	1.35%	Reduced
23	Charles Schwab San Francisco, California	$5.98B	+$1.22B	49	2.19%	Increased
24	Legal & General Group London, United Kingdom	$5.21B	-$4.54M	43	1.94%	Reduced
25	Capital International Investors Los Angeles, California	$4.95B	-$952M	9	1.25%	Reduced