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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	$102B	+$393M	61	2.49%	Increased
2	BlackRock New York	$95B	+$529M	67	2.73%	Increased
3	Lilly Endowment Indiananapolis, Indiana	$53.7B	-$538M	1	100%	Reduced
4	State Street Boston, Massachusetts	$51.3B	-$841M	65	2.84%	Reduced
5	Fidelity Investments Boston, Massachusetts	$33.9B	-$211M	58	2.93%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$28.8B	-$330M	46	4.22%	Reduced
7	PNC Financial Services Group Pittsburgh, Pennsylvania	$28.7B	-$48.6M	44	24.58%	Reduced
8	Capital World Investors Los Angeles, California	$26.9B	-$1.13B	11	5.33%	Reduced
9	Geode Capital Management Boston, Massachusetts	$22.6B	+$378M	69	2.69%	Increased
10	Wellington Management Group Boston, Massachusetts	$22.3B	-$1.59B	24	4.47%	Reduced
11	JP Morgan Chase New York	$21.7B	+$1.93B	65	2.4%	Increased
12	Morgan Stanley New York	$21.2B	+$357M	69	2.15%	Increased
13	Primecap Management Pasadena, California	$19.5B	-$257M	6	16.49%	Reduced
14	Bank of America Charlotte, North Carolina	$13.8B	-$287M	60	1.52%	Reduced
15	Northern Trust Chicago, Illinois	$13.8B	+$380M	62	2.67%	Increased
16	Norges Bank Oslo, Norway	$12.9B	-$159M	26	2.62%	Reduced
17	State Farm Mutual Automobile Insurance Bloomington, Illinois	$12.7B	-$106M	6	12.74%	Reduced
18	Bank of New York Mellon New York	$12.1B	-$218M	55	2.66%	Reduced
19	Charles Schwab San Francisco, California	$10.7B	+$405M	53	3.06%	Increased
20	Capital International Investors Los Angeles, California	$9.79B	-$663M	11	2.49%	Reduced
21	Jennison Associates New York	$8.43B	+$37.6M	11	7.16%	Increased
22	Legal & General Group London, United Kingdom	$8.12B	-$264M	49	2.83%	Reduced
23	Massachusetts Financial Services Boston, Massachusetts	$7.87B	+$819M	9	2.76%	Increased
24	Goldman Sachs New York	$7.84B	+$283M	54	1.67%	Increased
25	Invesco Atlanta, Georgia	$7.79B	-$742M	49	2.1%	Reduced