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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	BlackRock New York	$126B	-$178M	67	2.2%	Reduced
2	Vanguard Capital Management Malvern, Pennsylvania	$102B	+$108B	62	2.53%	New
3	Lilly Endowment Indiananapolis, Indiana	$84.5B	-$298M	1	100%	Reduced
4	State Street Boston, Massachusetts	$68.3B	+$224M	61	2.36%	Increased
5	PNC Financial Services Group Pittsburgh, Pennsylvania	$48.1B	-$6.18M	54	27.78%	Reduced
6	Fidelity Investments Boston, Massachusetts	$40.5B	+$4.3B	56	2.13%	Increased
7	Vanguard Portfolio Management Malvern, Pennsylvania	$39.4B	+$42.1B	44	2.06%	New
8	Geode Capital Management Boston, Massachusetts	$36.6B	+$979M	66	2.27%	Increased
9	Capital World Investors Los Angeles, California	$32.4B	+$8.17B	9	4.42%	Increased
10	Morgan Stanley New York	$30.6B	-$122M	69	1.84%	Reduced
11	JP Morgan Chase New York	$27.1B	+$6.8B	61	1.74%	Increased
12	Capital Research Global Investors Los Angeles, California	$26.3B	+$1.78B	8	4.09%	Increased
13	T. Rowe Price Associates Baltimore, Maryland	$23.2B	-$997M	45	2.68%	Reduced
14	Wellington Management Group Boston, Massachusetts	$23B	+$3.61B	28	4.29%	Increased
15	Bank of America Charlotte, North Carolina	$21.2B	+$751M	58	1.55%	Increased
16	Invesco Atlanta, Georgia	$19.2B	+$1.82B	48	1.88%	Increased
17	Northern Trust Chicago, Illinois	$16.4B	-$72.4M	63	2.17%	Reduced
18	Capital International Investors Los Angeles, California	$15.6B	-$2.46B	6	3.67%	Reduced
19	Primecap Management Pasadena, California	$15.6B	-$84.2M	7	12.26%	Reduced
20	Franklin Resources San Mateo, California	$15.5B	+$1.42B	35	3.79%	Increased
21	Goldman Sachs New York	$15.1B	+$1.38B	59	1.74%	Increased
22	Legal & General Group London, United Kingdom	$14.9B	+$5.14B	44	3.44%	Increased
23	Charles Schwab San Francisco, California	$14.5B	+$579M	49	2.22%	Increased
24	State Farm Mutual Automobile Insurance Bloomington, Illinois	$12.8B	-$1.76B	7	10.08%	Reduced
25	Bank of New York Mellon New York	$12.4B	+$985M	51	2.28%	Increased