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
| $11.1B | +$316M | 20 | 0.28% | Increased |
|
| 2 |
BlackRock
New York
| $8.83B | -$83.2M | 21 | 0.26% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.84B | -$179M | 20 | 0.22% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.93B | $0 | 1 | 0.9% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.63B | +$7.01M | 21 | 0.24% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.97B | +$62.7M | 21 | 0.26% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.46B | +$24.6M | 18 | 0.41% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.22B | -$165M | 17 | 0.18% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $1.12B | +$79.9M | 21 | 0.12% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $1.1B | -$207M | 2 | 0.23% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.1B | -$23.3M | 21 | 0.22% | Reduced |
|
| 12 |
Citadel Advisors
Miami,
Florida
| $992M | +$12.2M | 18 | 0.22% | Increased |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $967M | +$947M | 16 | 0.33% | New |
|
| 14 |
Bank of New York Mellon
New York
| $861M | -$11.4M | 21 | 0.19% | Reduced |
|
| 15 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $847M | -$94.4M | 12 | 1.01% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $802M | +$56.5M | 21 | 0.08% | Increased |
|
| 17 |
WCM Investment Management
Laguna Beach,
California
| $771M | -$76.1M | 2 | 2.46% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $763M | -$17.1M | 14 | 0.17% | Reduced |
|
| 19 |
JP Morgan Chase
New York
| $751M | -$92M | 21 | 0.09% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $678M | +$9.14M | 20 | 0.21% | Increased |
|
| 21 |
APG Asset Management
Amsterdam,
Netherlands
| $645M | -$66M | 4 | 1.37% | Reduced |
|
| 22 |
ROIC
Route One Investment Company
San Francisco,
California
| $639M | $0 | 2 | 23.75% | Maintained |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $588M | +$34.8M | 11 | 0.46% | Increased |
|
| 24 |
Millennium Management
New York
| $559M | +$42.1M | 18 | 0.32% | Increased |
|
| 25 |
Goldman Sachs
New York
| $556M | -$20.6M | 21 | 0.13% | Reduced |
|