← 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	$3.63B	+$163M	10	0.25%	Increased
2	Berkshire Hathaway Omaha, Nebraska	$3.13B	$0	1	2.93%	Maintained
3	Capital Research Global Investors Los Angeles, California	$1.95B	+$169M	4	0.67%	Increased
4	State Street Boston, Massachusetts	$1.92B	-$86.7M	10	0.2%	Reduced
5	Fidelity Investments Boston, Massachusetts	$1.75B	+$106M	7	0.22%	Increased
6	BlackRock Institutional Trust San Francisco, California	$1.27B	+$29.8M	9	0.2%	Increased
7	BlackRock Fund Advisors San Francisco, California	$1.02B	+$44.1M	9	0.24%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$918M	-$10.5M	6	0.19%	Reduced
9	Bank of New York Mellon New York	$836M	+$88M	10	0.22%	Increased
10	Invesco Atlanta, Georgia	$770M	-$59.1M	10	0.3%	Reduced
11	Icahn Carl Sunny Isles Beach, Florida	$727M	$0	1	2.27%	Maintained
12	Goldman Sachs New York	$619M	-$2.4M	10	0.2%	Reduced
13	Northern Trust Chicago, Illinois	$583M	-$7.16M	11	0.18%	Reduced
14	Brown Advisory Baltimore, Maryland	$558M	-$25.1M	1	1.78%	Reduced
15	Viking Global Investors Stamford, Connecticut	$517M	+$146M	1	2%	Increased
16	Lone Pine Capital Greenwich, Connecticut	$443M	+$116M	1	1.68%	Increased
17	Norges Bank Oslo, Norway	$439M	+$23M	7	0.22%	Increased
18	Harding Loevner Bridgewater, New Jersey	$362M	+$6.02M	2	2.76%	Increased
19	TimesSquare Capital Management New York	$328M	-$45.2M	1	1.77%	Reduced
20	Janus Henderson Investors US Denver, Colorado	$326M	+$85.5M	4	0.27%	Increased
21	Geode Capital Management Boston, Massachusetts	$324M	+$12.8M	11	0.19%	Increased
22	Credit Suisse Zurich, Switzerland	$311M	-$8.23M	9	0.31%	Reduced
23	American Century Companies Kansas City, Missouri	$310M	+$77M	3	0.35%	Increased
24	Dimensional Fund Advisors Austin, Texas	$288M	+$11.6M	10	0.18%	Increased
25	BlackRock Group London, United Kingdom	$288M	-$11M	8	0.16%	Reduced