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
| $9.46B | +$74.9M | 15 | 0.27% | Increased |
|
| 2 |
BlackRock
New York
| $7.31B | -$46M | 16 | 0.23% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.24B | $0 | 1 | 1.57% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.46B | -$116M | 15 | 0.21% | Reduced |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $3.31B | +$78.6M | 2 | 0.64% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.29B | -$84.9M | 14 | 0.2% | Reduced |
|
| 7 |
WCM Investment Management
Laguna Beach,
California
| $1.88B | +$28.1M | 2 | 5.1% | Increased |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $1.84B | -$326M | 3 | 0.48% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.5B | +$60.8M | 16 | 0.25% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $1.38B | +$103M | 14 | 0.4% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.18B | +$1.09M | 14 | 0.12% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.18B | -$7.56M | 16 | 0.23% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $1.04B | -$44.4M | 15 | 0.23% | Reduced |
|
| 14 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.01B | -$28.3M | 11 | 1.48% | Reduced |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $995M | +$1.83M | 11 | 0.36% | Increased |
|
| 16 |
Icahn Carl
Sunny Isles Beach,
Florida
| $985M | $0 | 1 | 4.91% | Maintained |
|
| 17 |
Renaissance Technologies
New York
| $943M | -$9.26M | 14 | 1.02% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $879M | -$16.7M | 10 | 0.21% | Reduced |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $655M | -$10.4M | 2 | 0.36% | Reduced |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $637M | +$149M | 9 | 0.12% | Increased |
|
| 21 |
Franklin Resources
San Mateo,
California
| $637M | +$2.24M | 10 | 0.27% | Increased |
|
| 22 |
JP Morgan Chase
New York
| $632M | -$94.4M | 15 | 0.09% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $609M | +$129M | 16 | 0.15% | Increased |
|
| 24 |
Morgan Stanley
New York
| $606M | +$50.1M | 16 | 0.09% | Increased |
|
| 25 |
LSV Asset Management
Chicago,
Illinois
| $565M | +$158M | 4 | 1.03% | Increased |
|