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
| $7.75B | -$5.27M | 15 | 0.26% | Reduced |
|
| 2 |
BlackRock
New York
| $6.12B | +$9.78M | 15 | 0.23% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $2.97B | +$8.13M | 14 | 0.2% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.89B | $0 | 1 | 1.2% | Maintained |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $1.93B | +$199M | 3 | 0.43% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $1.82B | +$43.9M | 3 | 0.55% | Increased |
|
| 7 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.68B | $0 | 1 | 6.42% | Maintained |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $1.51B | -$1.24M | 14 | 0.17% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.46B | -$285M | 11 | 0.19% | Reduced |
|
| 10 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.36B | +$100M | 9 | 1.93% | Increased |
|
| 11 |
WCM Investment Management
Laguna Beach,
California
| $1.21B | +$22.8M | 2 | 6.52% | Increased |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $1.14B | +$68.6M | 15 | 0.24% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $934M | -$62M | 13 | 0.29% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $906M | +$1.15M | 15 | 0.2% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $875M | -$27.2M | 10 | 0.24% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $820M | +$29.8M | 13 | 0.21% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $784M | +$8.93M | 14 | 0.29% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $706M | -$26.7M | 1 | 0.68% | Reduced |
|
| 19 |
Renaissance Technologies
New York
| $666M | +$26.1M | 12 | 0.51% | Increased |
|
| 20 |
Goldman Sachs
New York
| $623M | +$47.3M | 15 | 0.16% | Increased |
|
| 21 |
AG
Artal Group
Luxembourg
| $566M | $0 | 1 | 21.87% | Maintained |
|
| 22 |
Morgan Stanley
New York
| $553M | +$50.2M | 16 | 0.13% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $545M | -$85.7M | 15 | 0.15% | Reduced |
|
| 24 |
JP
Jana Partners
New York
| $512M | $0 | 1 | 42.66% | Maintained |
|
| 25 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $497M | -$59.6M | 1 | 40.45% | Reduced |
|