← All themes GLP-1 & Obesity

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	$3.24B	+$123M	10	0.23%	Increased
2	Berkshire Hathaway Omaha, Nebraska	$2.92B	+$71.1M	1	2.67%	Increased
3	State Street Boston, Massachusetts	$1.9B	+$51.5M	9	0.19%	Increased
4	Capital Research Global Investors Los Angeles, California	$1.62B	+$98.3M	4	0.55%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.58B	+$209M	7	0.21%	Increased
6	BlackRock Institutional Trust San Francisco, California	$1.15B	+$3.77M	9	0.18%	Increased
7	BlackRock Fund Advisors San Francisco, California	$895M	+$40.6M	9	0.22%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$888M	+$37.5M	7	0.19%	Increased
9	Invesco Atlanta, Georgia	$786M	+$23.4M	10	0.3%	Increased
10	AG Artal Group Luxembourg	$731M	$0	1	25.67%	Maintained
11	Bank of New York Mellon New York	$702M	+$103M	10	0.18%	Increased
12	Icahn Carl Sunny Isles Beach, Florida	$641M	$0	1	2.01%	Maintained
13	Goldman Sachs New York	$607M	+$215M	9	0.19%	Increased
14	Northern Trust Chicago, Illinois	$560M	-$3.93M	11	0.17%	Reduced
15	Brown Advisory Baltimore, Maryland	$545M	-$24M	1	1.72%	Reduced
16	Norges Bank Oslo, Norway	$391M	+$7.98M	7	0.2%	Increased
17	TimesSquare Capital Management New York	$351M	-$49.4M	1	1.95%	Reduced
18	Viking Global Investors Stamford, Connecticut	$338M	+$36.6M	1	1.55%	Increased
19	Harding Loevner Bridgewater, New Jersey	$328M	-$34.7M	2	2.64%	Reduced
20	D.E. Shaw & Co New York	$324M	-$63M	8	0.42%	Reduced
21	Credit Suisse Zurich, Switzerland	$321M	+$8.8M	10	0.29%	Increased
22	Egerton Capital (UK) London, United Kingdom	$301M	-$63.5M	1	4.03%	Reduced
23	Lone Pine Capital Greenwich, Connecticut	$298M	+$297M	1	1.25%	New
24	Geode Capital Management Boston, Massachusetts	$292M	+$7.87M	11	0.17%	Increased
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$288M	+$38.7M	11	0.18%	Increased