Obesity Second-Order Effects
Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.
26 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $2.58B | +$35M | 10 | 0.25% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.79B | +$85.9M | 1 | 1.94% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.58B | -$49.9M | 9 | 0.19% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $1.56B | -$317M | 6 | 0.24% | Reduced |
|
| 5 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.18B | $0 | 1 | 4.81% | Maintained |
|
| 6 |
AG
Artal Group
Luxembourg
| $1.07B | $0 | 1 | 34.98% | Maintained |
|
| 7 |
BlackRock Institutional Trust
San Francisco,
California
| $1.06B | -$34.7M | 9 | 0.21% | Reduced |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $1.06B | +$188K | 3 | 0.42% | Increased |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| $690M | +$33.7M | 10 | 0.23% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $653M | -$128M | 10 | 0.19% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $547M | -$35.5M | 11 | 0.22% | Reduced |
|
| 12 |
Morgan Stanley
New York
| $537M | -$346M | 10 | 0.25% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $514M | -$24.8M | 10 | 0.18% | Reduced |
|
| 14 |
JP Morgan Chase
New York
| $500M | -$44.8M | 10 | 0.15% | Reduced |
|
| 15 |
Janus Henderson Investors US
Denver,
Colorado
| $500M | -$7.12M | 4 | 0.5% | Reduced |
|
| 16 |
Brown Advisory
Baltimore,
Maryland
| $459M | +$67M | 1 | 1.64% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $434M | +$333M | 10 | 0.19% | Increased |
|
| 18 |
Capital World Investors
Los Angeles,
California
| $421M | +$140M | 2 | 0.13% | Increased |
|
| 19 |
Orbis Holdings
Hamilton,
Bermuda
| $412M | +$210M | 2 | 3.1% | Increased |
|
| 20 |
Goldman Sachs
New York
| $406M | +$141M | 10 | 0.15% | Increased |
|
| 21 |
Lone Pine Capital
Greenwich,
Connecticut
| $359M | +$361M | 1 | 1.6% | New |
|
| 22 |
Norges Bank
Oslo,
Norway
| $354M | +$45.4M | 7 | 0.21% | Increased |
|
| 23 |
Soros Fund Management
New York
| $352M | $0 | 1 | 3.84% | Maintained |
|
| 24 |
D.E. Shaw & Co
New York
| $320M | -$24.6M | 7 | 0.51% | Reduced |
|
| 25 |
TimesSquare Capital Management
New York
| $319M | +$29.1M | 1 | 1.79% | Increased |
|