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
| $9.31B | +$23.9M | 20 | 0.18% | Increased |
|
| 2 |
BlackRock
New York
| $6.94B | -$380M | 21 | 0.16% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $5B | $0 | 1 | 1.79% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.2B | -$115M | 20 | 0.14% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.32B | +$209M | 21 | 0.15% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.82B | -$4.64M | 21 | 0.16% | Reduced |
|
| 7 |
Bank of New York Mellon
New York
| $1.64B | +$421M | 19 | 0.31% | Increased |
|
| 8 |
Morgan Stanley
New York
| $1.61B | +$413M | 21 | 0.12% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.38B | +$48M | 18 | 0.29% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $843M | +$75M | 17 | 0.22% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $822M | -$10.1M | 21 | 0.07% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $812M | -$15.9M | 21 | 0.14% | Reduced |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $703M | -$227M | 17 | 0.08% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $646M | -$6.31M | 20 | 0.12% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $619M | -$2.49M | 21 | 0.05% | Reduced |
|
| 16 |
SPM
Sycamore Partners Management
New York
| $617M | $0 | 1 | 100% | Maintained |
|
| 17 |
Goldman Sachs
New York
| $587M | +$143M | 20 | 0.1% | Increased |
|
| 18 |
American Century Companies
Kansas City,
Missouri
| $562M | -$91M | 16 | 0.34% | Reduced |
|
| 19 |
Wasatch Advisors
Salt Lake City,
Utah
| $529M | +$50.7M | 2 | 2.83% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $528M | -$241M | 10 | 0.08% | Reduced |
|
| 21 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $523M | +$26.6M | 9 | 0.6% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $499M | +$205M | 14 | 0.14% | Increased |
|
| 23 |
Millennium Management
New York
| $450M | +$75.4M | 19 | 0.21% | Increased |
|
| 24 |
Nordea Investment Management
Stockholm,
Sweden
| $441M | +$38.6M | 6 | 0.52% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $438M | -$39.2M | 13 | 0.13% | Reduced |
|