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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	$127B	+$401M	65	1.9%	Increased
2	BlackRock New York	$110B	-$637M	71	1.92%	Reduced
3	Lilly Endowment Indiananapolis, Indiana	$72.9B	-$390M	1	100%	Reduced
4	State Street Boston, Massachusetts	$58.7B	+$299M	66	2.04%	Increased
5	PNC Financial Services Group Pittsburgh, Pennsylvania	$40B	+$110M	55	24.27%	Increased
6	Geode Capital Management Boston, Massachusetts	$30.8B	+$1.47B	70	1.97%	Increased
7	Fidelity Investments Boston, Massachusetts	$29.3B	-$2.31B	63	1.52%	Reduced
8	Morgan Stanley New York	$25.9B	+$311M	69	1.57%	Increased
9	Capital Research Global Investors Los Angeles, California	$21B	+$3.58B	9	3.93%	Increased
10	Capital World Investors Los Angeles, California	$19.4B	-$1.31B	9	2.65%	Reduced
11	T. Rowe Price Associates Baltimore, Maryland	$18.7B	-$3.56B	48	2%	Reduced
12	Bank of America Charlotte, North Carolina	$18.2B	-$309M	72	1.24%	Reduced
13	Wellington Management Group Boston, Massachusetts	$18B	+$1.23B	29	3.15%	Increased
14	JP Morgan Chase New York	$17.8B	-$1.82B	63	1.07%	Reduced
15	Capital International Investors Los Angeles, California	$16.6B	-$994M	7	2.68%	Reduced
16	Northern Trust Chicago, Illinois	$14.6B	-$50.5M	67	1.86%	Reduced
17	Primecap Management Pasadena, California	$14.5B	-$1.45B	6	11.12%	Reduced
18	Franklin Resources San Mateo, California	$12.8B	+$1.71B	36	3.18%	Increased
19	Charles Schwab San Francisco, California	$12.5B	+$588M	52	2%	Increased
20	State Farm Mutual Automobile Insurance Bloomington, Illinois	$12.2B	-$24.7M	6	10.18%	Reduced
21	Goldman Sachs New York	$12.1B	+$1.77B	59	1.48%	Increased
22	Bank of New York Mellon New York	$9.89B	-$344M	51	1.77%	Reduced
23	UBS AM Chicago, Illinois	$9.48B	-$2.01B	34	2.06%	Reduced
24	Invesco Atlanta, Georgia	$8.96B	+$210M	49	1.41%	Increased
25	Legal & General Group London, United Kingdom	$8.37B	+$257M	47	1.88%	Increased