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
| $5.52B | -$47.9M | 12 | 0.24% | Reduced |
|
| 2 |
BlackRock
New York
| $4.29B | +$56.8M | 12 | 0.2% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.79B | $0 | 1 | 1.46% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.13B | +$10.8M | 12 | 0.17% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.01B | +$121M | 9 | 0.24% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $1.68B | +$144M | 4 | 0.49% | Increased |
|
| 7 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.55B | $0 | 1 | 6.84% | Maintained |
|
| 8 |
AG
Artal Group
Luxembourg
| $1.3B | $0 | 1 | 19.67% | Maintained |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.05B | +$130M | 2 | 0.23% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $910M | +$52.7M | 12 | 0.24% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $741M | +$129M | 8 | 0.27% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $704M | -$28.9M | 13 | 0.18% | Reduced |
|
| 13 |
Goldman Sachs
New York
| $693M | -$50.7M | 12 | 0.17% | Reduced |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $615M | +$20.1M | 12 | 0.21% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $576M | +$52.3M | 12 | 0.24% | Increased |
|
| 16 |
D.E. Shaw & Co
New York
| $568M | -$40M | 11 | 0.78% | Reduced |
|
| 17 |
Neuberger Berman Group
New York
| $521M | -$19.8M | 8 | 0.6% | Reduced |
|
| 18 |
Janus Henderson Group
London,
| $516M | -$113M | 6 | 0.31% | Reduced |
|
| 19 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $509M | -$20.8M | 1 | 40.18% | Reduced |
|
| 20 |
Citadel Advisors
Miami,
Florida
| $478M | +$53.2M | 11 | 0.29% | Increased |
|
| 21 |
T. Rowe Price Associates
Baltimore,
Maryland
| $460M | +$32.1M | 9 | 0.07% | Increased |
|
| 22 |
American Century Companies
Kansas City,
Missouri
| $459M | -$84M | 2 | 0.46% | Reduced |
|
| 23 |
ROIC
Route One Investment Company
San Francisco,
California
| $455M | -$29.6M | 1 | 9.67% | Reduced |
|
| 24 |
Morgan Stanley
New York
| $418M | +$69M | 12 | 0.11% | Increased |
|
| 25 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $416M | +$184K | 1 | 0.52% | Increased |
|