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
| $4.98B | +$129M | 11 | 0.26% | Increased |
|
| 2 |
BlackRock
New York
| $4.03B | +$3.82B | 12 | 0.22% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.62B | $0 | 1 | 1.62% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.93B | -$161M | 12 | 0.17% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.38B | +$69.7M | 8 | 0.18% | Increased |
|
| 6 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.33B | +$20.7M | 1 | 6.67% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $1.22B | +$13.8M | 3 | 0.38% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $882M | +$6.85M | 12 | 0.24% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $817M | -$44.3M | 2 | 0.2% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $646M | +$9.77M | 12 | 0.19% | Increased |
|
| 11 |
Goldman Sachs
New York
| $610M | +$105M | 12 | 0.17% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $609M | +$3.47M | 8 | 0.25% | Increased |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $589M | -$64.7M | 9 | 0.11% | Reduced |
|
| 14 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $568M | +$5.43M | 2 | 38.29% | Increased |
|
| 15 |
Morgan Stanley
New York
| $557M | -$151M | 12 | 0.17% | Reduced |
|
| 16 |
D.E. Shaw & Co
New York
| $520M | +$138M | 9 | 0.91% | Increased |
|
| 17 |
Boston Partners
Boston,
Massachusetts
| $491M | +$17.3M | 4 | 0.63% | Increased |
|
| 18 |
Wells Fargo
San Francisco,
California
| $489M | +$98M | 12 | 0.16% | Increased |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $479M | +$37.8M | 12 | 0.2% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $478M | +$11.9M | 12 | 0.1% | Increased |
|
| 21 |
AG
Artal Group
Luxembourg
| $458M | $0 | 1 | 10.18% | Maintained |
|
| 22 |
TIAA CREF Investment Management
New York
| $427M | +$44.2M | 10 | 0.31% | Increased |
|
| 23 |
Neuberger Berman Group
New York
| $424M | -$68M | 5 | 0.55% | Reduced |
|
| 24 |
ROIC
Route One Investment Company
San Francisco,
California
| $412M | +$103M | 1 | 15.31% | Increased |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| $396M | +$40.8M | 11 | 0.19% | Increased |
|