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
| $2.93B | +$30.6M | 10 | 0.23% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.75B | $0 | 1 | 2.54% | Maintained |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.73B | +$20.1M | 9 | 0.19% | Increased |
|
| 4 |
Capital Research Global Investors
Los Angeles,
California
| $1.49B | +$550M | 4 | 0.51% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.4B | -$106M | 7 | 0.19% | Reduced |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.08B | -$27.5M | 9 | 0.18% | Reduced |
|
| 7 |
AG
Artal Group
Luxembourg
| $808M | +$15.8M | 1 | 29.73% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $800M | +$441M | 7 | 0.17% | Increased |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| $794M | +$16.3M | 10 | 0.22% | Increased |
|
| 10 |
Icahn Carl
Sunny Isles Beach,
Florida
| $744M | $0 | 1 | 2.21% | Maintained |
|
| 11 |
Invesco
Atlanta,
Georgia
| $693M | +$21.4M | 10 | 0.28% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $551M | -$14.7M | 10 | 0.15% | Reduced |
|
| 13 |
Brown Advisory
Baltimore,
Maryland
| $549M | -$41.2M | 1 | 1.77% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $528M | -$11.9M | 11 | 0.17% | Reduced |
|
| 15 |
Morgan Stanley
New York
| $460M | +$123M | 11 | 0.18% | Increased |
|
| 16 |
TimesSquare Capital Management
New York
| $387M | -$29.3M | 1 | 2.2% | Reduced |
|
| 17 |
D.E. Shaw & Co
New York
| $383M | +$83.4M | 7 | 0.5% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $366M | -$344M | 8 | 0.2% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $365M | -$5.61M | 10 | 0.12% | Reduced |
|
| 20 |
Egerton Capital (UK)
London,
United Kingdom
| $352M | +$28.4M | 1 | 4.74% | Increased |
|
| 21 |
Harding Loevner
Bridgewater,
New Jersey
| $348M | -$2.57M | 2 | 2.58% | Reduced |
|
| 22 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $309M | +$11.9M | 4 | 0.78% | Increased |
|
| 23 |
Viking Global Investors
Stamford,
Connecticut
| $291M | +$36M | 1 | 1.17% | Increased |
|
| 24 |
Geode Capital Management
Boston,
Massachusetts
| $267M | -$7.08M | 11 | 0.17% | Reduced |
|
| 25 |
TIAA CREF Investment Management
New York
| $263M | -$11M | 9 | 0.19% | Reduced |
|