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
| $6.21B | +$51.6M | 13 | 0.24% | Increased |
|
| 2 |
BlackRock
New York
| $4.85B | +$251M | 14 | 0.22% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $2.32B | +$52.5M | 13 | 0.18% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.09B | $0 | 1 | 1.05% | Maintained |
|
| 5 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.87B | $0 | 1 | 7.74% | Maintained |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.79B | +$588M | 11 | 0.26% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.56B | -$174M | 11 | 0.19% | Reduced |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $1.55B | -$39.3M | 3 | 0.49% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $814M | +$38M | 14 | 0.21% | Increased |
|
| 10 |
Renaissance Technologies
New York
| $774M | +$26.6M | 10 | 0.7% | Increased |
|
| 11 |
WCM Investment Management
Laguna Beach,
California
| $734M | +$282M | 1 | 5.11% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $696M | +$15.6M | 14 | 0.17% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $691M | +$11M | 14 | 0.19% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $689M | -$56.2M | 10 | 0.22% | Reduced |
|
| 15 |
JP Morgan Chase
New York
| $689M | +$145M | 12 | 0.14% | Increased |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $603M | +$21.8M | 14 | 0.24% | Increased |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $599M | -$50.6M | 1 | 0.15% | Reduced |
|
| 18 |
D.E. Shaw & Co
New York
| $557M | -$56.5M | 11 | 0.72% | Reduced |
|
| 19 |
Invesco
Atlanta,
Georgia
| $513M | -$8.54M | 12 | 0.17% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $513M | -$9.97M | 14 | 0.16% | Reduced |
|
| 21 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $499M | -$4.99M | 1 | 0.55% | Reduced |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $481M | +$88.4M | 13 | 0.07% | Increased |
|
| 23 |
Janus Henderson Group
London,
| $458M | +$32.4M | 8 | 0.25% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $434M | +$7.84M | 11 | 0.31% | Increased |
|
| 25 |
JP
Jana Partners
New York
| $415M | +$32.5M | 1 | 39.64% | Increased |
|