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
| $10.1B | +$385M | 19 | 0.24% | Increased |
|
| 2 |
BlackRock
New York
| $8.57B | +$920M | 20 | 0.23% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.08B | $0 | 1 | 1.12% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.7B | +$220M | 20 | 0.18% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $3.5B | +$1.02B | 19 | 0.28% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $2.27B | -$252M | 2 | 0.39% | Reduced |
|
| 7 |
WCM Investment Management
Laguna Beach,
California
| $2.1B | -$103M | 2 | 5.86% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.77B | +$134M | 21 | 0.22% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.53B | +$542M | 16 | 0.15% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $1.38B | +$91.5M | 18 | 0.35% | Increased |
|
| 11 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.28B | -$35.1M | 13 | 0.98% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.16B | -$748K | 21 | 0.2% | Reduced |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $1.01B | +$36.3M | 14 | 0.31% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $849M | +$61.4M | 20 | 0.16% | Increased |
|
| 15 |
JP Morgan Chase
New York
| $792M | +$181M | 19 | 0.1% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $776M | -$38.6M | 8 | 0.13% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $712M | -$21.7M | 14 | 0.16% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $621M | +$20.1M | 20 | 0.19% | Increased |
|
| 19 |
ROIC
Route One Investment Company
San Francisco,
California
| $620M | +$249M | 2 | 19.33% | Increased |
|
| 20 |
Morgan Stanley
New York
| $601M | +$132M | 21 | 0.08% | Increased |
|
| 21 |
Renaissance Technologies
New York
| $598M | -$21M | 17 | 0.7% | Reduced |
|
| 22 |
Janus Henderson Group
London,
| $583M | -$68M | 16 | 0.28% | Reduced |
|
| 23 |
LSV Asset Management
Chicago,
Illinois
| $572M | -$20.7M | 5 | 1.05% | Reduced |
|
| 24 |
APG Asset Management
Amsterdam,
Netherlands
| $547M | -$198K | 5 | 1.03% | Reduced |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $542M | +$33.8M | 18 | 0.16% | Increased |
|