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
| $8.87B | -$49.7M | 20 | 0.22% | Reduced |
|
| 2 |
BlackRock
New York
| $7.26B | +$115M | 22 | 0.21% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.41B | $0 | 1 | 1.08% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.04B | -$81.1M | 20 | 0.17% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.74B | -$197M | 20 | 0.15% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.7B | +$76.1M | 22 | 0.2% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.32B | -$122M | 18 | 0.35% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $1.16B | +$168M | 21 | 0.12% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $987M | +$8.53M | 18 | 0.32% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $942M | +$69.8M | 16 | 0.14% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $848M | +$8.29M | 22 | 0.16% | Increased |
|
| 12 |
Citadel Advisors
Miami,
Florida
| $780M | +$31.2M | 20 | 0.17% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $681M | +$14.1M | 21 | 0.15% | Increased |
|
| 14 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $652M | +$3.71M | 10 | 0.82% | Increased |
|
| 15 |
Millennium Management
New York
| $645M | +$61.8M | 19 | 0.33% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $609M | +$233K | 14 | 0.12% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $607M | +$28M | 20 | 0.17% | Increased |
|
| 18 |
APG Asset Management
Amsterdam,
Netherlands
| $531M | -$47.3M | 5 | 1.09% | Reduced |
|
| 19 |
American Century Companies
Kansas City,
Missouri
| $513M | +$76.3M | 13 | 0.4% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $513M | -$111M | 20 | 0.06% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $502M | +$25.4M | 20 | 0.11% | Increased |
|
| 22 |
Wasatch Advisors
Salt Lake City,
Utah
| $468M | +$202M | 2 | 2.96% | Increased |
|
| 23 |
JP Morgan Chase
New York
| $461M | -$76.5M | 21 | 0.05% | Reduced |
|
| 24 |
Franklin Resources
San Mateo,
California
| $453M | -$59.3M | 13 | 0.23% | Reduced |
|
| 25 |
Wellington Management Group
Boston,
Massachusetts
| $446M | -$143M | 7 | 0.09% | Reduced |
|