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
| $2.9B | +$75.5M | 10 | 0.23% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.72B | $0 | 1 | 2.53% | Maintained |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $1.68B | -$37.9M | 8 | 0.22% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.67B | -$56.2M | 9 | 0.18% | Reduced |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $1.11B | -$30.6M | 9 | 0.18% | Reduced |
|
| 6 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.1B | $0 | 1 | 2.85% | Maintained |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $1.02B | +$221M | 4 | 0.36% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $774M | +$35.4M | 10 | 0.22% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $715M | +$361M | 7 | 0.19% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $623M | +$14.1M | 10 | 0.25% | Increased |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $596M | +$54M | 2 | 0.16% | Increased |
|
| 12 |
Brown Advisory
Baltimore,
Maryland
| $584M | -$10.5M | 1 | 1.84% | Reduced |
|
| 13 |
AG
Artal Group
Luxembourg
| $580M | $0 | 1 | 23.44% | Maintained |
|
| 14 |
Bank of New York Mellon
New York
| $551M | -$45.8M | 10 | 0.15% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $533M | +$2.93M | 11 | 0.17% | Increased |
|
| 16 |
TimesSquare Capital Management
New York
| $411M | +$11M | 1 | 2.21% | Increased |
|
| 17 |
Goldman Sachs
New York
| $369M | +$10.7M | 10 | 0.12% | Increased |
|
| 18 |
Harding Loevner
Bridgewater,
New Jersey
| $345M | -$18.4M | 2 | 2.57% | Reduced |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| $342M | +$112M | 6 | 0.07% | Increased |
|
| 20 |
Morgan Stanley
New York
| $338M | -$37.4M | 11 | 0.13% | Reduced |
|
| 21 |
Egerton Capital (UK)
London,
United Kingdom
| $320M | +$61.5M | 1 | 5.07% | Increased |
|
| 22 |
D.E. Shaw & Co
New York
| $311M | -$179M | 10 | 0.42% | Reduced |
|
| 23 |
Soros Fund Management
New York
| $306M | -$10.1M | 1 | 2.3% | Reduced |
|
| 24 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $300M | +$51.8M | 4 | 0.68% | Increased |
|
| 25 |
TIAA CREF Investment Management
New York
| $283M | +$17.5M | 9 | 0.2% | Increased |
|