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
| $5.81B | -$12M | 12 | 0.25% | Reduced |
|
| 2 |
BlackRock
New York
| $4.58B | +$92.7M | 13 | 0.22% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.54B | $0 | 1 | 1.35% | Maintained |
|
| 4 |
Icahn Carl
Sunny Isles Beach,
Florida
| $2.23B | $0 | 1 | 11.08% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.16B | -$256M | 8 | 0.26% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $2.13B | -$73.7M | 12 | 0.18% | Reduced |
|
| 7 |
AG
Artal Group
Luxembourg
| $1.88B | $0 | 1 | 23.48% | Maintained |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $1.87B | -$153M | 3 | 0.53% | Reduced |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.18B | -$48.7M | 2 | 0.26% | Reduced |
|
| 10 |
Bank of New York Mellon
New York
| $887M | -$29.1M | 12 | 0.25% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $695M | -$30.7M | 13 | 0.18% | Reduced |
|
| 12 |
Goldman Sachs
New York
| $687M | -$21.7M | 12 | 0.18% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $666M | +$20.2M | 12 | 0.22% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $654M | -$99.6M | 9 | 0.24% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $633M | +$244M | 13 | 0.11% | Increased |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $628M | +$33.2M | 13 | 0.26% | Increased |
|
| 17 |
D.E. Shaw & Co
New York
| $603M | -$45.9M | 12 | 0.82% | Reduced |
|
| 18 |
Morgan Stanley
New York
| $526M | +$77.2M | 12 | 0.15% | Increased |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $479M | -$4.55M | 1 | 0.56% | Reduced |
|
| 20 |
American Century Companies
Kansas City,
Missouri
| $463M | +$6.6M | 3 | 0.47% | Increased |
|
| 21 |
Neuberger Berman Group
New York
| $452M | -$52.6M | 8 | 0.52% | Reduced |
|
| 22 |
Janus Henderson Group
London,
| $452M | -$59.2M | 6 | 0.27% | Reduced |
|
| 23 |
Renaissance Technologies
New York
| $451M | +$159M | 10 | 0.49% | Increased |
|
| 24 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $422M | -$271M | 1 | 35.8% | Reduced |
|
| 25 |
T. Rowe Price Associates
Baltimore,
Maryland
| $401M | -$51.6M | 9 | 0.06% | Reduced |
|