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
| $6.7B | -$54.5M | 13 | 0.25% | Reduced |
|
| 2 |
BlackRock
New York
| $5.32B | -$85.4M | 14 | 0.22% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $2.56B | -$42.8M | 13 | 0.19% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.2B | $0 | 1 | 1.03% | Maintained |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.61B | -$343M | 10 | 0.23% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $1.5B | +$209M | 2 | 0.36% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $1.46B | +$52.3M | 3 | 0.48% | Increased |
|
| 8 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.33B | $0 | 1 | 5.19% | Maintained |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $1.32B | -$223M | 13 | 0.16% | Reduced |
|
| 10 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.1B | +$781M | 9 | 1.84% | Increased |
|
| 11 |
WCM Investment Management
Laguna Beach,
California
| $1.04B | +$59.8M | 2 | 6.22% | Increased |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $924M | +$22.5M | 14 | 0.22% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $862M | -$99.3M | 12 | 0.23% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $788M | +$5.8M | 14 | 0.19% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $755M | -$117M | 10 | 0.23% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $684M | -$27.7M | 12 | 0.19% | Reduced |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $676M | +$11M | 14 | 0.26% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $641M | -$10.5M | 1 | 0.73% | Reduced |
|
| 19 |
AG
Artal Group
Luxembourg
| $560M | $0 | 1 | 22.47% | Maintained |
|
| 20 |
Wells Fargo
San Francisco,
California
| $546M | -$10.3M | 14 | 0.15% | Reduced |
|
| 21 |
Renaissance Technologies
New York
| $533M | -$34.2M | 14 | 0.45% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $501M | -$25.6M | 14 | 0.15% | Reduced |
|
| 23 |
Wellington Management Group
Boston,
Massachusetts
| $486M | +$12.2M | 4 | 0.11% | Increased |
|
| 24 |
JP
Jana Partners
New York
| $459M | $0 | 1 | 36.99% | Maintained |
|
| 25 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $447M | +$80.7M | 1 | 38.87% | Increased |
|