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
| $7.94B | -$34.8M | 16 | 0.26% | Reduced |
|
| 2 |
BlackRock
New York
| $6.18B | -$5.17M | 17 | 0.23% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.09B | -$171M | 1 | 1.31% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.03B | -$76.7M | 15 | 0.21% | Reduced |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $2.98B | +$20.2M | 3 | 0.65% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $1.96B | -$16.7M | 3 | 0.59% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.9B | -$154M | 13 | 0.19% | Reduced |
|
| 8 |
WCM Investment Management
Laguna Beach,
California
| $1.49B | +$41M | 1 | 5.23% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.21B | +$5.62M | 16 | 0.24% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.11B | +$64.7M | 13 | 0.13% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $1.06B | +$84.4M | 14 | 0.36% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $997M | +$24.3M | 16 | 0.22% | Increased |
|
| 13 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $986M | -$96M | 11 | 1.67% | Reduced |
|
| 14 |
Icahn Carl
Sunny Isles Beach,
Florida
| $957M | -$723M | 1 | 5.51% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $891M | +$27.3M | 16 | 0.22% | Increased |
|
| 16 |
Renaissance Technologies
New York
| $877M | +$15.6M | 13 | 0.88% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $835M | -$35.1M | 11 | 0.35% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $747M | +$8.24M | 10 | 0.2% | Increased |
|
| 19 |
JP Morgan Chase
New York
| $606M | +$60.4M | 16 | 0.1% | Increased |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $537M | -$261M | 1 | 0.37% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $513M | +$32.4M | 9 | 0.25% | Increased |
|
| 22 |
Janus Henderson Group
London,
| $510M | +$37.9M | 8 | 0.27% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $496M | +$2.74M | 16 | 0.07% | Increased |
|
| 24 |
Morgan Stanley
New York
| $478M | +$35.1M | 17 | 0.09% | Increased |
|
| 25 |
Goldman Sachs
New York
| $477M | -$107M | 16 | 0.14% | Reduced |
|