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
| $9.5B | +$335M | 20 | 0.27% | Increased |
|
| 2 |
BlackRock
New York
| $8.12B | +$422M | 21 | 0.26% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.44B | +$80.3M | 21 | 0.21% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.31B | +$327M | 20 | 0.33% | Increased |
|
| 5 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.89B | $0 | 1 | 0.96% | Maintained |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $1.68B | -$466M | 2 | 0.36% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1.65B | +$35.3M | 21 | 0.24% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.57B | +$89.5M | 16 | 0.2% | Increased |
|
| 9 |
WCM Investment Management
Laguna Beach,
California
| $1.38B | -$466M | 2 | 4.94% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $1.17B | -$60.1M | 18 | 0.35% | Reduced |
|
| 11 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.14B | -$80.5M | 14 | 1.28% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.03B | -$6.04M | 21 | 0.22% | Reduced |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $910M | +$4.03M | 16 | 0.33% | Increased |
|
| 14 |
Morgan Stanley
New York
| $829M | +$308M | 22 | 0.11% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $821M | +$55.8M | 21 | 0.19% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $792M | +$34.2M | 20 | 0.11% | Increased |
|
| 17 |
APG Asset Management
Amsterdam,
Netherlands
| $657M | -$34.1M | 5 | 1.54% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $643M | +$40.6M | 15 | 0.17% | Increased |
|
| 19 |
American Century Companies
Kansas City,
Missouri
| $634M | +$142M | 11 | 0.52% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $582M | +$74.4M | 20 | 0.07% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $576M | +$26.3M | 20 | 0.2% | Increased |
|
| 22 |
ROIC
Route One Investment Company
San Francisco,
California
| $562M | +$19.8M | 2 | 20.35% | Increased |
|
| 23 |
Citadel Advisors
Miami,
Florida
| $541M | +$410M | 18 | 0.14% | Increased |
|
| 24 |
Renaissance Technologies
New York
| $535M | +$31.1M | 15 | 0.63% | Increased |
|
| 25 |
Goldman Sachs
New York
| $499M | +$30M | 21 | 0.12% | Increased |
|