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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	$75.5B	+$222M	53	1.88%	Increased
2	BlackRock New York	$69.4B	-$987M	57	1.93%	Reduced
3	State Street Boston, Massachusetts	$39.5B	+$529M	54	2.08%	Increased
4	Wellington Management Group Boston, Massachusetts	$27.5B	-$701M	30	4.58%	Reduced
5	Lilly Endowment Indiananapolis, Indiana	$25.1B	-$181M	1	100%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$20.9B	+$1.36B	41	1.94%	Increased
7	Fidelity Investments Boston, Massachusetts	$20.8B	-$578M	39	1.63%	Reduced
8	Capital World Investors Los Angeles, California	$20.8B	+$431M	11	3.53%	Increased
9	Geode Capital Management Boston, Massachusetts	$14.9B	+$453M	57	2.05%	Increased
10	Primecap Management Pasadena, California	$14.9B	-$454M	6	9.98%	Reduced
11	PNC Financial Services Group Pittsburgh, Pennsylvania	$13.1B	-$18.8M	38	11.84%	Reduced
12	JP Morgan Chase New York	$12.8B	+$495M	55	1.53%	Increased
13	Northern Trust Chicago, Illinois	$10.8B	-$163M	55	1.91%	Reduced
14	Capital Research Global Investors Los Angeles, California	$10.1B	-$1.47B	7	2.35%	Reduced
15	Bank of America Charlotte, North Carolina	$9.91B	-$482M	54	1.03%	Reduced
16	Morgan Stanley New York	$9.3B	+$676M	58	1.23%	Increased
17	Bank of New York Mellon New York	$8.88B	-$607M	50	1.72%	Reduced
18	Norges Bank Oslo, Norway	$8.55B	-$252M	30	1.85%	Reduced
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.73B	+$101M	7	7.75%	Increased
20	Franklin Resources San Mateo, California	$7.08B	+$219M	26	2.7%	Increased
21	Charles Schwab San Francisco, California	$6.8B	+$420M	48	2.26%	Increased
22	Invesco Atlanta, Georgia	$6.76B	-$271M	44	1.66%	Reduced
23	Wells Fargo San Francisco, California	$6.01B	-$311M	54	1.32%	Reduced
24	Legal & General Group London, United Kingdom	$5.99B	+$276M	44	2%	Increased
25	Capital International Investors Los Angeles, California	$5.77B	-$36.7M	8	1.32%	Reduced