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
| $11.3B | -$82.5M | 19 | 0.27% | Reduced |
|
| 2 |
BlackRock
New York
| $8.75B | -$287M | 20 | 0.24% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.91B | +$17M | 19 | 0.21% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.63B | $0 | 1 | 1.04% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.6B | -$177M | 20 | 0.22% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.04B | +$12.2M | 20 | 0.24% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.8B | +$215M | 19 | 0.47% | Increased |
|
| 8 |
Morgan Stanley
New York
| $1.23B | +$104M | 20 | 0.12% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.09B | -$74.9M | 16 | 0.15% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.04B | -$90.1M | 20 | 0.2% | Reduced |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $1.02B | +$31.3M | 18 | 0.33% | Increased |
|
| 12 |
Citadel Advisors
Miami,
Florida
| $981M | -$86.7M | 18 | 0.2% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $843M | -$43.2M | 20 | 0.18% | Reduced |
|
| 14 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $807M | -$55.8M | 11 | 0.92% | Reduced |
|
| 15 |
WCM Investment Management
Laguna Beach,
California
| $781M | +$7.84M | 2 | 2.33% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $764M | -$28M | 15 | 0.15% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $734M | +$165M | 10 | 0.14% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $727M | -$96.9M | 20 | 0.08% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $708M | -$5.56M | 20 | 0.2% | Reduced |
|
| 20 |
Millennium Management
New York
| $687M | +$107M | 19 | 0.34% | Increased |
|
| 21 |
Capital World Investors
Los Angeles,
California
| $668M | -$422M | 2 | 0.13% | Reduced |
|
| 22 |
APG Asset Management
Amsterdam,
Netherlands
| $657M | -$46.7M | 4 | 1.33% | Reduced |
|
| 23 |
Franklin Resources
San Mateo,
California
| $653M | +$41.1M | 15 | 0.31% | Increased |
|
| 24 |
JP Morgan Chase
New York
| $650M | -$109M | 20 | 0.07% | Reduced |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $560M | +$45.1M | 12 | 0.42% | Increased |
|