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
| $10.3B | +$176M | 20 | 0.28% | Increased |
|
| 2 |
BlackRock
New York
| $8.58B | +$107M | 21 | 0.27% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.84B | +$211M | 20 | 0.23% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.7B | $0 | 1 | 0.9% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.62B | -$313M | 21 | 0.26% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.82B | +$56.9M | 21 | 0.26% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.39B | +$25.7M | 17 | 0.22% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $1.39B | +$91.8M | 19 | 0.41% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.26B | -$185M | 2 | 0.27% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.07B | +$20.5M | 21 | 0.23% | Increased |
|
| 11 |
Morgan Stanley
New York
| $999M | +$142M | 21 | 0.11% | Increased |
|
| 12 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $944M | -$266M | 12 | 1.12% | Reduced |
|
| 13 |
Citadel Advisors
Miami,
Florida
| $930M | +$21.3M | 21 | 0.22% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $835M | -$17.5M | 21 | 0.19% | Reduced |
|
| 15 |
WCM Investment Management
Laguna Beach,
California
| $810M | -$436M | 2 | 2.7% | Reduced |
|
| 16 |
JP Morgan Chase
New York
| $797M | -$34M | 21 | 0.11% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $749M | +$45.7M | 14 | 0.18% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $700M | +$54.5M | 21 | 0.08% | Increased |
|
| 19 |
Amundi
Paris,
France
| $699M | +$93.1M | 10 | 0.38% | Increased |
|
| 20 |
APG Asset Management
Amsterdam,
Netherlands
| $662M | -$26.3M | 4 | 1.26% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $640M | +$21M | 20 | 0.21% | Increased |
|
| 22 |
Renaissance Technologies
New York
| $557M | +$96.7M | 19 | 0.76% | Increased |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $550M | -$50.3M | 11 | 0.45% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $546M | -$78.1M | 21 | 0.13% | Reduced |
|
| 25 |
ROIC
Route One Investment Company
San Francisco,
California
| $512M | $0 | 2 | 23.14% | Maintained |
|