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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	$136B	+$745M	64	2.44%	Increased
2	BlackRock New York	$121B	-$615M	68	2.53%	Reduced
3	Lilly Endowment Indiananapolis, Indiana	$85.8B	-$427M	1	100%	Reduced
4	State Street Boston, Massachusetts	$67B	+$407M	63	2.73%	Increased
5	Fidelity Investments Boston, Massachusetts	$52.7B	-$675M	61	3.21%	Reduced
6	PNC Financial Services Group Pittsburgh, Pennsylvania	$46.3B	-$65.3M	54	29.58%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$33.9B	+$721M	52	3.91%	Increased
8	JP Morgan Chase New York	$31.5B	-$1.85B	65	2.39%	Reduced
9	Geode Capital Management Boston, Massachusetts	$31.4B	+$158M	71	2.54%	Increased
10	Morgan Stanley New York	$31B	+$950M	72	2.24%	Increased
11	Capital World Investors Los Angeles, California	$25.8B	-$2.47B	9	4%	Reduced
12	Primecap Management Pasadena, California	$24B	-$1.84B	6	17.61%	Reduced
13	Bank of America Charlotte, North Carolina	$19.8B	+$58.7M	72	1.59%	Increased
14	Wellington Management Group Boston, Massachusetts	$19.2B	-$1.36B	34	3.36%	Reduced
15	Norges Bank Oslo, Norway	$18.1B	-$336M	30	2.52%	Reduced
16	Capital International Investors Los Angeles, California	$16.6B	+$48.3M	10	3.18%	Increased
17	Northern Trust Chicago, Illinois	$15.2B	-$779M	65	2.48%	Reduced
18	Charles Schwab San Francisco, California	$14.7B	+$840M	54	2.8%	Increased
19	State Farm Mutual Automobile Insurance Bloomington, Illinois	$14.6B	$0	6	12.7%	Maintained
20	Bank of New York Mellon New York	$13.8B	-$897M	54	2.57%	Reduced
21	Franklin Resources San Mateo, California	$11.1B	-$475M	35	3.12%	Reduced
22	Goldman Sachs New York	$10.6B	-$877M	60	1.7%	Reduced
23	UBS AM Chicago, Illinois	$10.6B	+$265M	38	2.71%	Increased
24	Capital Research Global Investors Los Angeles, California	$10.5B	+$280M	8	2.19%	Increased
25	Invesco Atlanta, Georgia	$10.4B	+$805M	48	2.01%	Increased