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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	$105B	+$301M	58	2.3%	Increased
2	BlackRock New York	$97.2B	-$1.39B	65	2.48%	Reduced
3	Lilly Endowment Indiananapolis, Indiana	$58.2B	-$125M	1	100%	Reduced
4	State Street Boston, Massachusetts	$53.7B	+$757M	62	2.61%	Increased
5	Fidelity Investments Boston, Massachusetts	$37.4B	+$1.1B	56	2.87%	Increased
6	PNC Financial Services Group Pittsburgh, Pennsylvania	$31B	-$69M	51	24.35%	Reduced
7	Capital World Investors Los Angeles, California	$27.3B	-$382M	9	4.85%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$26.6B	-$3.11B	46	3.58%	Reduced
9	JP Morgan Chase New York	$25.1B	+$2.22B	65	2.41%	Increased
10	Geode Capital Management Boston, Massachusetts	$23.7B	+$328M	65	2.48%	Increased
11	Morgan Stanley New York	$22.8B	+$947M	68	2.01%	Increased
12	Wellington Management Group Boston, Massachusetts	$20.8B	-$1.05B	31	3.87%	Reduced
13	Primecap Management Pasadena, California	$20.4B	-$610M	6	16.17%	Reduced
14	Bank of America Charlotte, North Carolina	$14.2B	-$187M	63	1.43%	Reduced
15	Norges Bank Oslo, Norway	$13.7B	+$422M	28	2.39%	Increased
16	Northern Trust Chicago, Illinois	$13.3B	-$999M	60	2.41%	Reduced
17	State Farm Mutual Automobile Insurance Bloomington, Illinois	$12.8B	-$552M	6	12.29%	Reduced
18	Bank of New York Mellon New York	$11.7B	-$657M	55	2.38%	Reduced
19	Charles Schwab San Francisco, California	$11B	+$223M	52	2.8%	Increased
20	Capital International Investors Los Angeles, California	$10.6B	+$397M	12	2.37%	Increased
21	Jennison Associates New York	$8.38B	-$733M	11	6.25%	Reduced
22	Legal & General Group London, United Kingdom	$8.3B	-$73.9M	49	2.58%	Reduced
23	Invesco Atlanta, Georgia	$8.06B	-$19.2M	50	1.92%	Reduced
24	Goldman Sachs New York	$7.93B	-$300M	54	1.46%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$7.64B	-$194M	11	2.47%	Reduced