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
| $7.99B | -$205M | 15 | 0.28% | Reduced |
|
| 2 |
BlackRock
New York
| $6.1B | -$212M | 16 | 0.24% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.12B | -$9.37M | 15 | 0.23% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $3.04B | +$585M | 3 | 0.73% | Increased |
|
| 5 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.01B | $0 | 1 | 1.49% | Maintained |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.97B | +$150M | 14 | 0.22% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $1.9B | +$297M | 3 | 0.6% | Increased |
|
| 8 |
WCM Investment Management
Laguna Beach,
California
| $1.63B | +$43.6M | 1 | 6.24% | Increased |
|
| 9 |
Icahn Carl
Sunny Isles Beach,
Florida
| $1.58B | $0 | 1 | 8.03% | Maintained |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $1.2B | -$2.9M | 16 | 0.26% | Reduced |
|
| 11 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.05B | -$136M | 11 | 1.81% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.02B | -$180M | 11 | 0.13% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $971M | +$11.1M | 16 | 0.23% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $952M | -$83.9M | 14 | 0.34% | Reduced |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $873M | +$3.11M | 1 | 0.67% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $840M | +$3.59M | 15 | 0.22% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $774M | -$20.2M | 14 | 0.34% | Reduced |
|
| 18 |
Renaissance Technologies
New York
| $765M | -$19.1M | 13 | 0.66% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $736M | -$54.6M | 11 | 0.21% | Reduced |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $604M | +$68.9M | 13 | 0.26% | Increased |
|
| 21 |
Goldman Sachs
New York
| $567M | -$38.4M | 15 | 0.17% | Reduced |
|
| 22 |
JP Morgan Chase
New York
| $530M | +$19.4M | 16 | 0.1% | Increased |
|
| 23 |
Janus Henderson Group
London,
| $495M | +$23.9M | 8 | 0.28% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $481M | +$3.25M | 16 | 0.07% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $475M | -$18.9M | 8 | 0.24% | Reduced |
|