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
| $9.56B | -$419M | 20 | 0.21% | Reduced |
|
| 2 |
BlackRock
New York
| $7.53B | -$588M | 21 | 0.19% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.78B | $0 | 1 | 1.07% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.35B | -$83.4M | 20 | 0.16% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.15B | +$154M | 20 | 0.16% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.84B | -$69.3M | 21 | 0.19% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $1.33B | +$34.8M | 20 | 0.12% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $1.3B | -$169M | 19 | 0.31% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $950M | -$60.1M | 16 | 0.13% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $881M | -$72.3M | 21 | 0.16% | Reduced |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $821M | -$272M | 18 | 0.24% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $775M | +$6.73M | 21 | 0.16% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $729M | +$175M | 21 | 0.07% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $681M | -$7.98M | 14 | 0.12% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $663M | -$17.6M | 19 | 0.17% | Reduced |
|
| 16 |
APG Asset Management
Amsterdam,
Netherlands
| $611M | +$51M | 6 | 1.19% | Increased |
|
| 17 |
American Century Companies
Kansas City,
Missouri
| $592M | +$34.7M | 15 | 0.41% | Increased |
|
| 18 |
Wasatch Advisors
Salt Lake City,
Utah
| $584M | +$13.4M | 2 | 3.22% | Increased |
|
| 19 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $564M | -$136M | 10 | 0.65% | Reduced |
|
| 20 |
Franklin Resources
San Mateo,
California
| $534M | +$16.1M | 12 | 0.25% | Increased |
|
| 21 |
Amundi
Paris,
France
| $516M | +$17.3M | 9 | 0.23% | Increased |
|
| 22 |
Citadel Advisors
Miami,
Florida
| $502M | -$352M | 17 | 0.1% | Reduced |
|
| 23 |
SPM
Sycamore Partners Management
New York
| $475M | $0 | 1 | 100% | Maintained |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $474M | -$98.8M | 21 | 0.05% | Reduced |
|
| 25 |
Millennium Management
New York
| $464M | -$223M | 17 | 0.2% | Reduced |
|