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
| $3.66B | -$89.5M | 10 | 0.25% | Reduced |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.06B | $0 | 1 | 2.8% | Maintained |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.93B | -$75M | 10 | 0.21% | Reduced |
|
| 4 |
Capital Research Global Investors
Los Angeles,
California
| $1.93B | -$110M | 4 | 0.63% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.71B | -$140M | 6 | 0.22% | Reduced |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.27B | -$31.3M | 9 | 0.2% | Reduced |
|
| 7 |
BlackRock Fund Advisors
San Francisco,
California
| $1.01B | +$25M | 9 | 0.24% | Increased |
|
| 8 |
Icahn Carl
Sunny Isles Beach,
Florida
| $937M | $0 | 1 | 3% | Maintained |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $896M | -$88.2M | 6 | 0.18% | Reduced |
|
| 10 |
Bank of New York Mellon
New York
| $882M | -$13.3M | 10 | 0.24% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $843M | -$13.1M | 10 | 0.33% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $606M | +$1.64M | 10 | 0.18% | Increased |
|
| 13 |
Goldman Sachs
New York
| $532M | -$157M | 11 | 0.17% | Reduced |
|
| 14 |
JP
Jana Partners
New York
| $504M | +$445M | 1 | 3% | New |
|
| 15 |
Norges Bank
Oslo,
Norway
| $471M | +$5.24M | 7 | 0.24% | Increased |
|
| 16 |
Brown Advisory
Baltimore,
Maryland
| $457M | -$91M | 1 | 1.49% | Reduced |
|
| 17 |
Lone Pine Capital
Greenwich,
Connecticut
| $434M | $0 | 1 | 1.62% | Maintained |
|
| 18 |
Viking Global Investors
Stamford,
Connecticut
| $395M | -$115M | 1 | 1.49% | Reduced |
|
| 19 |
Harding Loevner
Bridgewater,
New Jersey
| $364M | +$10.3M | 2 | 2.55% | Increased |
|
| 20 |
Janus Henderson Investors US
Denver,
Colorado
| $353M | -$18.3M | 4 | 0.29% | Reduced |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| $348M | +$10M | 11 | 0.2% | Increased |
|
| 22 |
UBS Group
Zurich,
Switzerland
| $343M | +$227M | 9 | 0.23% | Increased |
|
| 23 |
Citadel Advisors
Miami,
Florida
| $328M | +$6.24M | 8 | 0.28% | Increased |
|
| 24 |
Morgan Stanley
New York
| $325M | +$61M | 11 | 0.11% | Increased |
|
| 25 |
Citigroup
New York
| $324M | +$266M | 10 | 0.29% | Increased |
|