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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	$77B	+$250M	56	1.91%	Increased
2	BlackRock New York	$70.6B	+$212M	60	1.98%	Increased
3	State Street Boston, Massachusetts	$40.4B	+$186M	58	2.14%	Increased
4	Wellington Management Group Boston, Massachusetts	$27.1B	-$1.36B	31	4.61%	Reduced
5	Lilly Endowment Indiananapolis, Indiana	$25B	-$284M	1	100%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$24.6B	+$2.82B	41	2.31%	Increased
7	Capital World Investors Los Angeles, California	$22.3B	+$190M	11	3.8%	Increased
8	Fidelity Investments Boston, Massachusetts	$21.9B	+$861M	38	1.74%	Increased
9	Geode Capital Management Boston, Massachusetts	$15.5B	+$373M	61	2.09%	Increased
10	Primecap Management Pasadena, California	$14B	-$374M	6	9.89%	Reduced
11	PNC Financial Services Group Pittsburgh, Pennsylvania	$13.1B	-$63.1M	37	12.11%	Reduced
12	JP Morgan Chase New York	$11.7B	-$1.4B	53	1.45%	Reduced
13	Northern Trust Chicago, Illinois	$11.4B	+$482M	58	2.02%	Increased
14	Bank of America Charlotte, North Carolina	$9.93B	-$216M	61	1.02%	Reduced
15	Morgan Stanley New York	$9.21B	-$18.4M	63	1.24%	Reduced
16	Norges Bank Oslo, Norway	$9.03B	+$286M	34	2%	Increased
17	Bank of New York Mellon New York	$8.93B	-$94.9M	54	1.74%	Reduced
18	Franklin Resources San Mateo, California	$7.9B	+$406M	31	2.98%	Increased
19	Capital Research Global Investors Los Angeles, California	$7.84B	-$1.19B	6	1.83%	Reduced
20	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.52B	-$462M	7	8.35%	Reduced
21	Charles Schwab San Francisco, California	$6.96B	+$161M	48	2.28%	Increased
22	Invesco Atlanta, Georgia	$6.95B	-$65.6M	45	1.76%	Reduced
23	Legal & General Group London, United Kingdom	$6.61B	+$492M	47	2.15%	Increased
24	Capital International Investors Los Angeles, California	$5.71B	-$168M	8	1.31%	Reduced
25	Wells Fargo San Francisco, California	$5.68B	-$202M	58	1.25%	Reduced