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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	$90.3B	+$486M	59	2.05%	Increased
2	BlackRock New York	$83.9B	+$1.79B	63	2.14%	Increased
3	State Street Boston, Massachusetts	$48.4B	+$836M	61	2.3%	Increased
4	Wellington Management Group Boston, Massachusetts	$29.8B	-$2.37B	34	4.77%	Reduced
5	Lilly Endowment Indiananapolis, Indiana	$29.7B	-$199M	1	100%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$27.5B	+$838M	40	2.47%	Increased
7	Capital World Investors Los Angeles, California	$26.9B	-$73.4M	10	4.25%	Reduced
8	Fidelity Investments Boston, Massachusetts	$22.9B	-$1.13B	41	1.69%	Reduced
9	Geode Capital Management Boston, Massachusetts	$18.5B	+$377M	64	2.23%	Increased
10	PNC Financial Services Group Pittsburgh, Pennsylvania	$15.6B	-$37.4M	38	12.93%	Reduced
11	Primecap Management Pasadena, California	$14.6B	-$923M	6	10.1%	Reduced
12	JP Morgan Chase New York	$14.4B	+$977M	57	1.66%	Increased
13	Northern Trust Chicago, Illinois	$13.3B	-$51.7M	61	2.18%	Reduced
14	Bank of America Charlotte, North Carolina	$11.5B	-$89.8M	60	1.12%	Reduced
15	Bank of New York Mellon New York	$10.4B	-$149M	57	1.87%	Reduced
16	Norges Bank Oslo, Norway	$10.3B	-$181M	32	2.12%	Reduced
17	Morgan Stanley New York	$10.3B	-$126M	65	1.27%	Reduced
18	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.27B	$0	7	9.18%	Maintained
19	Franklin Resources San Mateo, California	$8.52B	-$402M	31	3.07%	Reduced
20	Charles Schwab San Francisco, California	$8.11B	-$86.3M	51	2.4%	Reduced
21	Invesco Atlanta, Georgia	$7.81B	+$55.1M	45	1.88%	Increased
22	Legal & General Group London, United Kingdom	$7.44B	-$205M	50	2.25%	Reduced
23	Capital Research Global Investors Los Angeles, California	$6.95B	-$981M	7	1.53%	Reduced
24	Dimensional Fund Advisors Austin, Texas	$6.26B	-$33.3M	39	1.89%	Reduced
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.7B	+$205M	50	2.56%	Increased