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
| $2.73B | +$75.7M | 10 | 0.23% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.59B | +$77.1M | 1 | 2.45% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.69B | +$30.9M | 9 | 0.19% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $1.59B | +$201M | 8 | 0.22% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $1.1B | +$34.8M | 9 | 0.19% | Increased |
|
| 6 |
Icahn Carl
Sunny Isles Beach,
Florida
| $974M | +$2.21M | 1 | 2.96% | Increased |
|
| 7 |
BNP Paribas Financial Markets
Paris,
France
| $777M | +$561M | 8 | 0.6% | Increased |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $767M | -$122M | 3 | 0.28% | Reduced |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| $711M | +$1.62M | 10 | 0.21% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $620M | +$126M | 10 | 0.25% | Increased |
|
| 11 |
AG
Artal Group
Luxembourg
| $591M | $0 | 1 | 21.38% | Maintained |
|
| 12 |
Bank of New York Mellon
New York
| $580M | -$35.8M | 10 | 0.16% | Reduced |
|
| 13 |
Brown Advisory
Baltimore,
Maryland
| $566M | +$7.11M | 1 | 1.8% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $519M | -$7.69M | 11 | 0.16% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $514M | -$131M | 11 | 0.19% | Reduced |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $482M | +$36.5M | 2 | 0.14% | Increased |
|
| 17 |
D.E. Shaw & Co
New York
| $470M | +$71.1M | 10 | 0.67% | Increased |
|
| 18 |
TimesSquare Capital Management
New York
| $381M | -$8.02M | 1 | 2% | Reduced |
|
| 19 |
Morgan Stanley
New York
| $359M | -$92.8M | 11 | 0.15% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $359M | -$75.5M | 10 | 0.12% | Reduced |
|
| 21 |
Harding Loevner
Bridgewater,
New Jersey
| $354M | +$142M | 2 | 2.69% | Increased |
|
| 22 |
Norges Bank
Oslo,
Norway
| $340M | +$7.54M | 7 | 0.19% | Increased |
|
| 23 |
Soros Fund Management
New York
| $281M | +$112M | 1 | 2.77% | Increased |
|
| 24 |
PC
Perry Capital
New York
| $275M | +$119M | 1 | 7.69% | Increased |
|
| 25 |
Geode Capital Management
Boston,
Massachusetts
| $260M | +$5.3M | 11 | 0.17% | Increased |
|