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
| $6.67B | +$183M | 15 | 0.28% | Increased |
|
| 2 |
BlackRock
New York
| $5.11B | +$12.4M | 16 | 0.25% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.9B | -$36.9M | 1 | 1.65% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.56B | +$27.1M | 14 | 0.22% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $1.95B | +$217M | 3 | 0.57% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.39B | +$64.7M | 14 | 0.19% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $1.22B | +$74.3M | 3 | 0.48% | Increased |
|
| 8 |
WCM Investment Management
Laguna Beach,
California
| $1.21B | +$60.5M | 2 | 6.67% | Increased |
|
| 9 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.03B | $0 | 1 | 5.71% | Maintained |
|
| 10 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.01B | -$117M | 10 | 2.07% | Reduced |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.01B | -$244M | 11 | 0.16% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $978M | +$18.5M | 16 | 0.25% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $855M | +$23.5M | 13 | 0.36% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $774M | +$784K | 15 | 0.22% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $700M | -$12.5M | 15 | 0.23% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $674M | -$4.59M | 14 | 0.35% | Reduced |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $667M | -$4.55M | 1 | 0.72% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $653M | -$101M | 10 | 0.23% | Reduced |
|
| 19 |
Renaissance Technologies
New York
| $543M | +$114M | 12 | 0.53% | Increased |
|
| 20 |
Goldman Sachs
New York
| $505M | +$4.96M | 15 | 0.18% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $449M | +$144M | 13 | 0.24% | Increased |
|
| 22 |
JP Morgan Chase
New York
| $422M | +$43.4M | 14 | 0.1% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $393M | -$241K | 12 | 0.23% | Reduced |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $392M | +$12.2M | 15 | 0.07% | Increased |
|
| 25 |
Janus Henderson Group
London,
| $386M | +$58.7M | 8 | 0.27% | Increased |
|