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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	$97.3B	+$397M	60	2.65%	Increased
2	BlackRock New York	$90.3B	+$2.24B	66	2.83%	Increased
3	State Street Boston, Massachusetts	$50.8B	+$486M	63	2.98%	Increased
4	Lilly Endowment Indiananapolis, Indiana	$37.7B	-$293M	1	100%	Reduced
5	Capital World Investors Los Angeles, California	$31B	+$430M	10	6.6%	Increased
6	Fidelity Investments Boston, Massachusetts	$29.7B	-$799M	59	2.95%	Reduced
7	Wellington Management Group Boston, Massachusetts	$26.5B	-$1.33B	31	5.31%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$24.1B	-$1.52B	46	3.87%	Reduced
9	Geode Capital Management Boston, Massachusetts	$20.5B	-$408M	65	2.87%	Reduced
10	PNC Financial Services Group Pittsburgh, Pennsylvania	$20.2B	-$12.9M	42	19.38%	Reduced
11	JP Morgan Chase New York	$19.2B	+$1.68B	61	2.53%	Increased
12	Morgan Stanley New York	$18.6B	+$2.7B	67	2.11%	Increased
13	Primecap Management Pasadena, California	$16.8B	-$870M	5	15.35%	Reduced
14	Northern Trust Chicago, Illinois	$13.3B	-$43.1M	63	2.8%	Reduced
15	Bank of America Charlotte, North Carolina	$12.6B	-$406M	62	1.44%	Reduced
16	Bank of New York Mellon New York	$11.6B	-$104M	55	2.65%	Reduced
17	Norges Bank Oslo, Norway	$11.3B	+$799M	31	2.73%	Increased
18	State Farm Mutual Automobile Insurance Bloomington, Illinois	$10.5B	$0	6	11.02%	Maintained
19	Capital International Investors Los Angeles, California	$10.1B	+$123M	9	2.72%	Increased
20	Charles Schwab San Francisco, California	$9.75B	+$248M	52	3.14%	Increased
21	Legal & General Group London, United Kingdom	$7.69B	-$215M	46	2.95%	Reduced
22	Invesco Atlanta, Georgia	$7.6B	-$86.6M	47	2.23%	Reduced
23	Goldman Sachs New York	$6.58B	-$1.43B	54	1.61%	Reduced
24	Capital Research Global Investors Los Angeles, California	$6.34B	-$175M	6	1.92%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$6.23B	+$251M	9	2.17%	Increased