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
| $2.81B | +$59.4M | 10 | 0.25% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.31B | +$294M | 1 | 2.2% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.74B | +$43.1M | 9 | 0.19% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $1.72B | +$59.3M | 7 | 0.24% | Increased |
|
| 5 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.34B | $0 | 1 | 4.38% | Maintained |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.14B | +$12.5M | 9 | 0.2% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $1,000M | -$44.9M | 3 | 0.37% | Reduced |
|
| 8 |
AG
Artal Group
Luxembourg
| $947M | $0 | 1 | 33.95% | Maintained |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| $739M | +$28.9M | 10 | 0.22% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $706M | +$92.6M | 11 | 0.25% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $653M | -$28.2M | 10 | 0.18% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $595M | +$105M | 2 | 0.17% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $553M | +$2.82M | 10 | 0.18% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $539M | -$67.3M | 10 | 0.21% | Reduced |
|
| 15 |
Lone Pine Capital
Greenwich,
Connecticut
| $537M | +$127M | 1 | 2.31% | Increased |
|
| 16 |
Morgan Stanley
New York
| $525M | -$53.3M | 11 | 0.22% | Reduced |
|
| 17 |
Brown Advisory
Baltimore,
Maryland
| $514M | +$2.63M | 1 | 1.67% | Increased |
|
| 18 |
Goldman Sachs
New York
| $461M | +$16.5M | 10 | 0.15% | Increased |
|
| 19 |
D.E. Shaw & Co
New York
| $406M | +$46.4M | 9 | 0.55% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $361M | -$19M | 7 | 0.21% | Reduced |
|
| 21 |
TimesSquare Capital Management
New York
| $358M | +$2.18M | 1 | 1.81% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $342M | +$20.8M | 9 | 0.31% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $329M | +$37.8M | 10 | 0.2% | Increased |
|
| 24 |
Janus Henderson Investors US
Denver,
Colorado
| $277M | -$254M | 4 | 0.26% | Reduced |
|
| 25 |
Geode Capital Management
Boston,
Massachusetts
| $269M | +$12.2M | 11 | 0.19% | Increased |
|