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
| $9.43B | -$38.8M | 19 | 0.15% | Reduced |
|
| 2 |
BlackRock
New York
| $7.56B | -$85.3M | 20 | 0.14% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.81B | -$191M | 1 | 1.87% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.4B | +$13M | 19 | 0.13% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $2.04B | +$22.1M | 20 | 0.14% | Increased |
|
| 6 |
Bank of New York Mellon
New York
| $1.65B | -$48.8M | 19 | 0.31% | Reduced |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.55B | -$136M | 17 | 0.26% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $1.48B | -$302M | 19 | 0.1% | Reduced |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $1.07B | +$149M | 19 | 0.25% | Increased |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $954M | -$120M | 19 | 0.05% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $877M | -$40.1M | 19 | 0.12% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $728M | +$281M | 6 | 0.09% | Increased |
|
| 13 |
Charles Schwab
San Francisco,
California
| $693M | +$15.8M | 18 | 0.12% | Increased |
|
| 14 |
UBS AM
Chicago,
Illinois
| $613M | -$10.3M | 14 | 0.12% | Reduced |
|
| 15 |
UBS Group
Zurich,
Switzerland
| $612M | -$487K | 20 | 0.11% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $603M | -$10.2M | 20 | 0.04% | Reduced |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| $595M | -$31.8M | 15 | 0.07% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $559M | +$88M | 19 | 0.08% | Increased |
|
| 19 |
Wasatch Advisors
Salt Lake City,
Utah
| $512M | +$589K | 2 | 2.68% | Increased |
|
| 20 |
JP Morgan Chase
New York
| $488M | -$32.3M | 20 | 0.03% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $476M | +$72.4M | 15 | 0.12% | Increased |
|
| 22 |
Nordea Investment Management
Stockholm,
Sweden
| $446M | -$7.04M | 5 | 0.41% | Reduced |
|
| 23 |
Pzena Investment Management
New York
| $419M | -$19.2M | 1 | 1.36% | Reduced |
|
| 24 |
Citadel Advisors
Miami,
Florida
| $404M | +$89.3M | 15 | 0.07% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $398M | -$14.3M | 17 | 0.1% | Reduced |
|