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
| $9.68B | +$86.8M | 20 | 0.17% | Increased |
|
| 2 |
BlackRock
New York
| $8.03B | +$143M | 21 | 0.17% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $5.38B | -$150M | 1 | 2.07% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.48B | -$18M | 19 | 0.14% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $2.04B | +$85.3M | 21 | 0.16% | Increased |
|
| 6 |
Invesco
Atlanta,
Georgia
| $1.8B | +$64.4M | 18 | 0.34% | Increased |
|
| 7 |
Morgan Stanley
New York
| $1.78B | +$17.4M | 21 | 0.13% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $1.59B | -$112M | 19 | 0.32% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $1.2B | -$82.8M | 21 | 0.08% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $1.03B | +$123M | 17 | 0.26% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $933M | +$16.5M | 20 | 0.14% | Increased |
|
| 12 |
Charles Schwab
San Francisco,
California
| $710M | +$18.5M | 20 | 0.13% | Increased |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $689M | +$18.8M | 17 | 0.08% | Increased |
|
| 14 |
UBS Group
Zurich,
Switzerland
| $671M | -$11.7M | 21 | 0.12% | Reduced |
|
| 15 |
UBS AM
Chicago,
Illinois
| $663M | +$121M | 14 | 0.17% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $661M | +$132M | 21 | 0.05% | Increased |
|
| 17 |
Wasatch Advisors
Salt Lake City,
Utah
| $645M | +$49.1K | 2 | 3.6% | Increased |
|
| 18 |
JP Morgan Chase
New York
| $559M | +$64.6M | 21 | 0.04% | Increased |
|
| 19 |
Nordea Investment Management
Stockholm,
Sweden
| $497M | +$29.7M | 5 | 0.52% | Increased |
|
| 20 |
Goldman Sachs
New York
| $495M | +$5.27M | 20 | 0.08% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $492M | +$6.93M | 8 | 0.07% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $462M | +$149M | 16 | 0.12% | Increased |
|
| 23 |
JPM
JANA Partners Management
New York
| $426M | +$48.4M | 1 | 21.98% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $425M | -$12.3M | 14 | 0.12% | Reduced |
|
| 25 |
LSV Asset Management
Chicago,
Illinois
| $413M | +$17.5M | 5 | 0.99% | Increased |
|