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
| $9.59B | +$147M | 20 | 0.28% | Increased |
|
| 2 |
BlackRock
New York
| $8.13B | +$167M | 21 | 0.28% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.49B | +$57.5M | 21 | 0.22% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.99B | $0 | 1 | 1.01% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.93B | -$435M | 20 | 0.31% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.68B | +$39.3M | 21 | 0.26% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $1.44B | -$250M | 2 | 0.32% | Reduced |
|
| 8 |
WCM Investment Management
Laguna Beach,
California
| $1.28B | -$136M | 2 | 4.61% | Reduced |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.2B | +$48.5M | 18 | 0.38% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.19B | -$362M | 16 | 0.19% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1B | -$28.1M | 21 | 0.23% | Reduced |
|
| 12 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $999M | -$132M | 14 | 1.23% | Reduced |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $876M | +$979K | 17 | 0.34% | Increased |
|
| 14 |
Citadel Advisors
Miami,
Florida
| $836M | +$323M | 20 | 0.19% | Increased |
|
| 15 |
Morgan Stanley
New York
| $827M | +$18M | 21 | 0.11% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $806M | -$2.67M | 21 | 0.2% | Reduced |
|
| 17 |
JP Morgan Chase
New York
| $780M | -$1.99M | 20 | 0.11% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $685M | +$45M | 15 | 0.18% | Increased |
|
| 19 |
APG Asset Management
Amsterdam,
Netherlands
| $614M | -$143M | 5 | 1.58% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $589M | +$101M | 21 | 0.15% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $587M | +$19.3M | 20 | 0.21% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $578M | -$269K | 21 | 0.07% | Reduced |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $553M | -$73.6M | 10 | 0.49% | Reduced |
|
| 24 |
Amundi
Paris,
France
| $549M | +$112M | 10 | 0.33% | Increased |
|
| 25 |
Millennium Management
New York
| $519M | +$135M | 18 | 0.31% | Increased |
|