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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	$90B	+$1.34B	60	2.13%	Increased
2	BlackRock New York	$83.2B	+$328M	64	2.24%	Increased
3	State Street Boston, Massachusetts	$47.8B	+$237M	62	2.36%	Increased
4	Lilly Endowment Indiananapolis, Indiana	$30.4B	-$337M	1	100%	Reduced
5	Wellington Management Group Boston, Massachusetts	$28.2B	-$927M	27	4.83%	Reduced
6	Fidelity Investments Boston, Massachusetts	$25.8B	+$1.75B	54	2.06%	Increased
7	Capital World Investors Los Angeles, California	$25.5B	-$87.5M	9	4.4%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$25.4B	-$2.24B	42	2.56%	Reduced
9	Geode Capital Management Boston, Massachusetts	$18.9B	+$672M	65	2.36%	Increased
10	PNC Financial Services Group Pittsburgh, Pennsylvania	$16.1B	-$10.9M	38	14.11%	Reduced
11	JP Morgan Chase New York	$15.8B	+$800M	55	1.9%	Increased
12	Primecap Management Pasadena, California	$15.2B	-$285M	5	11.48%	Reduced
13	Northern Trust Chicago, Illinois	$12.9B	-$241M	63	2.26%	Reduced
14	Bank of America Charlotte, North Carolina	$12B	+$465M	60	1.17%	Increased
15	Morgan Stanley New York	$11.1B	+$747M	67	1.49%	Increased
16	Bank of New York Mellon New York	$10.3B	+$14.9M	58	1.99%	Increased
17	Norges Bank Oslo, Norway	$9.75B	-$459M	28	2.13%	Reduced
18	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.09B	+$10.5M	6	9.13%	Increased
19	Capital International Investors Los Angeles, California	$9B	+$2.98B	7	2.05%	Increased
20	Charles Schwab San Francisco, California	$8.34B	+$398M	51	2.51%	Increased
21	Invesco Atlanta, Georgia	$7.85B	-$66M	46	2%	Reduced
22	Legal & General Group London, United Kingdom	$7.75B	+$349M	51	2.36%	Increased
23	Franklin Resources San Mateo, California	$7.62B	-$628M	26	3.05%	Reduced
24	Capital Research Global Investors Los Angeles, California	$6.26B	-$1.09B	6	1.55%	Reduced
25	Ameriprise Minneapolis, Minnesota	$6.22B	+$467M	37	1.84%	Increased