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
| $10.7B | +$94.5M | 15 | 0.27% | Increased |
|
| 2 |
BlackRock
New York
| $8.44B | -$40.5M | 16 | 0.23% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.35B | $0 | 1 | 1.48% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.81B | +$107M | 16 | 0.2% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $3.03B | +$43.4M | 2 | 0.51% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.41B | +$11.8M | 14 | 0.19% | Increased |
|
| 7 |
WCM Investment Management
Laguna Beach,
California
| $2.26B | +$27.3M | 2 | 5.74% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.82B | +$94.6M | 16 | 0.25% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $1.41B | -$427M | 2 | 0.33% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $1.35B | -$10.9M | 15 | 0.33% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.27B | -$11.6M | 16 | 0.22% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.15B | -$61M | 15 | 0.11% | Reduced |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $1.11B | -$11.3M | 12 | 0.35% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $972M | +$98.4M | 11 | 0.16% | Increased |
|
| 15 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $938M | +$34.5M | 13 | 0.77% | Increased |
|
| 16 |
Renaissance Technologies
New York
| $928M | -$10.2M | 12 | 1.16% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $899M | -$210M | 15 | 0.17% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $842M | +$1.47M | 12 | 0.18% | Increased |
|
| 19 |
JP Morgan Chase
New York
| $817M | +$86.2M | 15 | 0.1% | Increased |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $799M | +$29.3M | 3 | 0.39% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $787M | -$14.9M | 16 | 0.17% | Reduced |
|
| 22 |
Janus Henderson Group
London,
| $778M | +$33.6M | 7 | 0.33% | Increased |
|
| 23 |
Morgan Stanley
New York
| $661M | +$145K | 16 | 0.09% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $646M | +$3.74M | 15 | 0.21% | Increased |
|
| 25 |
LSV Asset Management
Chicago,
Illinois
| $642M | +$6.8M | 4 | 1.09% | Increased |
|