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
| $10.2B | +$74.6M | 17 | 0.25% | Increased |
|
| 2 |
BlackRock
New York
| $7.96B | +$36.4M | 19 | 0.22% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.2B | $0 | 1 | 1.43% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.65B | +$11.9M | 18 | 0.19% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $2.98B | +$31.1M | 3 | 0.51% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.52B | +$215M | 15 | 0.2% | Increased |
|
| 7 |
WCM Investment Management
Laguna Beach,
California
| $2.4B | -$10.5M | 2 | 5.55% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.75B | +$7.33M | 19 | 0.24% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.33B | -$7.83M | 16 | 0.34% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.24B | +$20.5M | 18 | 0.22% | Increased |
|
| 11 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.19B | +$322M | 14 | 1.02% | Increased |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.08B | +$18.2M | 15 | 0.1% | Increased |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $977M | -$12.6M | 13 | 0.31% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $820M | +$25M | 14 | 0.18% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $809M | -$35.1M | 17 | 0.16% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $808M | +$7.41M | 12 | 0.14% | Increased |
|
| 17 |
Janus Henderson Group
London,
| $795M | +$2.27M | 10 | 0.35% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $751M | -$107M | 3 | 0.39% | Reduced |
|
| 19 |
Renaissance Technologies
New York
| $734M | +$2.56M | 13 | 0.95% | Increased |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $656M | -$518M | 2 | 0.15% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $655M | -$27.9M | 18 | 0.14% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $620M | +$24.8M | 17 | 0.2% | Increased |
|
| 23 |
JP Morgan Chase
New York
| $612M | -$121M | 17 | 0.08% | Reduced |
|
| 24 |
LSV Asset Management
Chicago,
Illinois
| $600M | -$5.52M | 4 | 1.08% | Reduced |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $573M | +$11.8M | 16 | 0.19% | Increased |
|