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
| $9.56B | +$282M | 15 | 0.26% | Increased |
|
| 2 |
BlackRock
New York
| $7.53B | +$266M | 16 | 0.22% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.89B | $0 | 1 | 1.44% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.3B | -$77M | 15 | 0.19% | Reduced |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $2.86B | -$428M | 2 | 0.53% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.14B | -$138M | 13 | 0.18% | Reduced |
|
| 7 |
WCM Investment Management
Laguna Beach,
California
| $1.76B | +$45M | 2 | 4.82% | Increased |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $1.65B | -$108M | 2 | 0.4% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.54B | +$66.6M | 16 | 0.24% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.23B | +$945K | 14 | 0.12% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $1.23B | -$140M | 16 | 0.33% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.14B | -$17.7M | 16 | 0.21% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $1.01B | -$15.2M | 15 | 0.21% | Reduced |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $990M | -$30.2M | 12 | 0.33% | Reduced |
|
| 15 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $918M | -$115M | 11 | 1.3% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $838M | +$175M | 12 | 0.15% | Increased |
|
| 17 |
Renaissance Technologies
New York
| $782M | -$178M | 13 | 0.97% | Reduced |
|
| 18 |
Wells Fargo
San Francisco,
California
| $752M | +$123M | 16 | 0.17% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $752M | -$105M | 12 | 0.17% | Reduced |
|
| 20 |
JP Morgan Chase
New York
| $664M | +$50.8M | 15 | 0.09% | Increased |
|
| 21 |
Janus Henderson Group
London,
| $642M | +$167M | 7 | 0.29% | Increased |
|
| 22 |
Morgan Stanley
New York
| $620M | +$2.47M | 16 | 0.09% | Increased |
|
| 23 |
LSV Asset Management
Chicago,
Illinois
| $616M | +$55.7M | 4 | 1.05% | Increased |
|
| 24 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $602M | +$3.96M | 3 | 0.34% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $581M | -$61.2M | 10 | 0.24% | Reduced |
|