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
| $3.73B | +$110M | 10 | 0.25% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.69B | $0 | 1 | 2.04% | Maintained |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $1.9B | +$119M | 6 | 0.25% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.86B | +$19M | 10 | 0.2% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $1.67B | -$147M | 3 | 0.57% | Reduced |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.22B | +$11.9M | 9 | 0.2% | Increased |
|
| 7 |
JP
Jana Partners
New York
| $1.21B | -$79.6M | 1 | 17.02% | Reduced |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $1.05B | +$68.3M | 9 | 0.24% | Increased |
|
| 9 |
Icahn Carl
Sunny Isles Beach,
Florida
| $912M | $0 | 1 | 3.1% | Maintained |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $707M | -$41M | 7 | 0.15% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $691M | -$112M | 10 | 0.21% | Reduced |
|
| 12 |
AG
Artal Group
Luxembourg
| $671M | $0 | 1 | 12.6% | Maintained |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $599M | +$331M | 3 | 0.17% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $551M | -$24M | 10 | 0.18% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $543M | -$220M | 10 | 0.22% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $522M | +$26.5M | 11 | 0.16% | Increased |
|
| 17 |
Norges Bank
Oslo,
Norway
| $465M | +$8.22M | 6 | 0.23% | Increased |
|
| 18 |
Morgan Stanley
New York
| $370M | +$67.5M | 11 | 0.13% | Increased |
|
| 19 |
UBS O'Connor
Chicago,
Illinois
| $353M | +$55.7M | 2 | 3.12% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $352M | +$21.2M | 10 | 0.08% | Increased |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| $344M | +$7.04M | 11 | 0.2% | Increased |
|
| 22 |
Brown Advisory
Baltimore,
Maryland
| $342M | -$30.1M | 2 | 1.16% | Reduced |
|
| 23 |
BlackRock Group
London,
United Kingdom
| $323M | +$12.7M | 8 | 0.18% | Increased |
|
| 24 |
Egerton Capital (UK)
London,
United Kingdom
| $318M | +$8.42M | 1 | 3.29% | Increased |
|
| 25 |
TimesSquare Capital Management
New York
| $315M | +$33.9M | 1 | 1.99% | Increased |
|