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 | +$1.92M | 20 | 0.2% | Increased |
|
| 2 |
BlackRock
New York
| $8.17B | +$6.49M | 21 | 0.19% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.98B | $0 | 1 | 1.5% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.64B | +$13.6M | 20 | 0.16% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.78B | +$399M | 20 | 0.19% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.03B | +$43.8M | 21 | 0.19% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.47B | +$39.1M | 18 | 0.31% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $1.38B | +$500M | 20 | 0.26% | Increased |
|
| 9 |
Morgan Stanley
New York
| $1.33B | -$28M | 21 | 0.11% | Reduced |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $991M | -$3.73M | 17 | 0.12% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $963M | +$177M | 21 | 0.08% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $910M | -$41.8M | 21 | 0.16% | Reduced |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $904M | -$6.08M | 18 | 0.24% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $833M | +$84.6M | 10 | 0.13% | Increased |
|
| 15 |
Charles Schwab
San Francisco,
California
| $751M | +$46.2M | 20 | 0.17% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $708M | +$206M | 20 | 0.06% | Increased |
|
| 17 |
American Century Companies
Kansas City,
Missouri
| $706M | +$92M | 15 | 0.44% | Increased |
|
| 18 |
APG Asset Management
Amsterdam,
Netherlands
| $642M | +$20.4M | 6 | 1.12% | Increased |
|
| 19 |
Wasatch Advisors
Salt Lake City,
Utah
| $590M | -$29.3M | 2 | 3.09% | Reduced |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $565M | +$73.9M | 6 | 0.1% | Increased |
|
| 21 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $561M | -$8.09M | 8 | 0.64% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $549M | -$1.9M | 13 | 0.17% | Reduced |
|
| 23 |
Pacer Advisors
Malvern,
Pennsylvania
| $503M | +$285M | 8 | 1.16% | Increased |
|
| 24 |
Goldman Sachs
New York
| $495M | +$92.2M | 20 | 0.09% | Increased |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $475M | +$83.8M | 19 | 0.17% | Increased |
|