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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	$86.5B	+$1.29B	61	2.54%	Increased
2	BlackRock New York	$78.5B	+$46.6M	64	2.67%	Increased
3	State Street Boston, Massachusetts	$44.4B	+$245M	64	2.81%	Increased
4	Lilly Endowment Indiananapolis, Indiana	$33.6B	-$123M	1	100%	Reduced
5	Fidelity Investments Boston, Massachusetts	$27.6B	+$215M	56	2.88%	Increased
6	Capital World Investors Los Angeles, California	$27.4B	+$377M	9	6.15%	Increased
7	Wellington Management Group Boston, Massachusetts	$24.2B	-$251M	25	5.15%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$22.5B	-$3.91B	42	3.69%	Reduced
9	Geode Capital Management Boston, Massachusetts	$18.6B	+$461M	64	2.82%	Increased
10	PNC Financial Services Group Pittsburgh, Pennsylvania	$17.8B	-$35.3M	40	18.63%	Reduced
11	JP Morgan Chase New York	$15.8B	-$543M	59	2.27%	Reduced
12	Primecap Management Pasadena, California	$15.3B	-$152M	5	14.76%	Reduced
13	Morgan Stanley New York	$13.8B	-$235M	67	1.88%	Reduced
14	Northern Trust Chicago, Illinois	$11.8B	-$99.5M	62	2.7%	Reduced
15	Bank of America Charlotte, North Carolina	$11.3B	-$342M	57	1.35%	Reduced
16	Bank of New York Mellon New York	$10.5B	+$187M	55	2.53%	Increased
17	Norges Bank Oslo, Norway	$9.34B	+$411M	30	2.48%	Increased
18	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.16B	+$6.6M	6	11.03%	Increased
19	Capital International Investors Los Angeles, California	$8.51B	+$539M	7	2.48%	Increased
20	Charles Schwab San Francisco, California	$8.34B	+$520M	50	2.99%	Increased
21	Legal & General Group London, United Kingdom	$7.04B	-$284M	45	2.75%	Reduced
22	Goldman Sachs New York	$6.94B	+$630M	57	1.75%	Increased
23	Invesco Atlanta, Georgia	$6.92B	-$25.8M	43	2.23%	Reduced
24	Capital Research Global Investors Los Angeles, California	$5.69B	+$441M	6	1.87%	Increased
25	Dimensional Fund Advisors Austin, Texas	$5.67B	+$81.9M	45	2.18%	Increased