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
| $10.2B | +$81.4M | 20 | 0.18% | Increased |
|
| 2 |
BlackRock
New York
| $8.4B | +$264M | 21 | 0.17% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $5.4B | $0 | 1 | 2.02% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.69B | +$64.1M | 20 | 0.15% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $2.07B | +$30.8M | 21 | 0.16% | Increased |
|
| 6 |
Morgan Stanley
New York
| $1.85B | -$83.8M | 20 | 0.13% | Reduced |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.83B | +$339M | 17 | 0.34% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $1.77B | -$102M | 19 | 0.33% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $1.48B | -$242M | 21 | 0.09% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $984M | +$65.6M | 17 | 0.24% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $965M | +$151M | 21 | 0.14% | Increased |
|
| 12 |
UBS Group
Zurich,
Switzerland
| $750M | +$528M | 21 | 0.14% | Increased |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $736M | -$36M | 17 | 0.08% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $735M | +$16.8M | 20 | 0.14% | Increased |
|
| 15 |
Wasatch Advisors
Salt Lake City,
Utah
| $690M | -$57.1M | 2 | 3.41% | Reduced |
|
| 16 |
UBS AM
Chicago,
Illinois
| $586M | +$73.1M | 14 | 0.14% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $556M | +$5.91M | 21 | 0.05% | Increased |
|
| 18 |
JP Morgan Chase
New York
| $541M | -$199M | 21 | 0.04% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $519M | -$63.7M | 7 | 0.07% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $519M | +$38.9M | 20 | 0.08% | Increased |
|
| 21 |
Nordea Investment Management
Stockholm,
Sweden
| $488M | +$71.6M | 6 | 0.51% | Increased |
|
| 22 |
American Century Companies
Kansas City,
Missouri
| $481M | -$72.6M | 16 | 0.28% | Reduced |
|
| 23 |
JPM
JANA Partners Management
New York
| $477M | +$269M | 1 | 23.44% | Increased |
|
| 24 |
AQR Capital Management
Greenwich,
Connecticut
| $453M | +$201M | 16 | 0.58% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $449M | +$9.51M | 12 | 0.12% | Increased |
|