← 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
Vanguard Group
Pennsylvania
$3.52B +$145M 10 0.25% Increased
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.79B $0 1 2.19% Maintained
3
State Street
State Street
Massachusetts
$1.8B +$18M 10 0.21% Increased
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.76B -$51.8M 3 0.63% Reduced
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.66B +$40.1M 6 0.24% Increased
6
JP
Jana Partners
New York
$1.24B +$821M 1 13.96% Increased
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$1.17B +$589K 9 0.2% Increased
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$948M +$16.8M 9 0.25% Increased
9
Icahn Carl
Icahn Carl
Florida
$927M $0 1 3.32% Maintained
10
Bank of New York Mellon
Bank of New York Mellon
New York
$776M -$40.6M 10 0.24% Reduced
11
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M -$84.1M 6 0.17% Reduced
12
Invesco
Invesco
Georgia
$742M -$38.4M 10 0.32% Reduced
13
Lone Pine Capital
Lone Pine Capital
Connecticut
$573M +$191M 1 2.33% Increased
14
Northern Trust
Northern Trust
Illinois
$553M -$8.57M 10 0.18% Reduced
15
Goldman Sachs
Goldman Sachs
New York
$475M -$22M 11 0.16% Reduced
16
Norges Bank
Norges Bank
Norway
$450M +$13.1M 6 0.24% Increased
17
Brown Advisory
Brown Advisory
Maryland
$385M -$34.1M 2 1.37% Reduced
18
Harding Loevner
Harding Loevner
New Jersey
$329M -$6.86M 2 2.65% Reduced
19
Geode Capital Management
Geode Capital Management
Massachusetts
$328M +$6.64M 11 0.2% Increased
20
Bank of America
Bank of America
North Carolina
$323M +$106M 11 0.08% Increased
21
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$321M +$98.3M 1 3.63% Increased
22
Citadel Advisors
Citadel Advisors
Florida
$309M +$4.4M 9 0.29% Increased
23
BlackRock Group
BlackRock Group
United Kingdom
$308M +$25.8M 9 0.18% Increased
24
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$307M -$23.9M 5 0.28% Reduced
25
UBS O'Connor
UBS O'Connor
Illinois
$295M +$74.6M 2 2.77% Increased