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
| $9.03B | -$198M | 19 | 0.13% | Reduced |
|
| 2 |
BlackRock
New York
| $6.73B | -$527M | 20 | 0.12% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.27B | -$225M | 1 | 1.6% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.2B | -$133M | 19 | 0.11% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $1.99B | -$19.6M | 20 | 0.13% | Reduced |
|
| 6 |
Bank of New York Mellon
New York
| $1.51B | -$177M | 18 | 0.27% | Reduced |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.44B | -$27.2M | 16 | 0.23% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $1.39B | -$50.1M | 19 | 0.08% | Reduced |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $1.06B | +$80.8M | 18 | 0.23% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $814M | -$47.8M | 19 | 0.1% | Reduced |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $763M | +$137M | 15 | 0.08% | Increased |
|
| 12 |
UBS Group
Zurich,
Switzerland
| $679M | +$142M | 20 | 0.11% | Increased |
|
| 13 |
Charles Schwab
San Francisco,
California
| $669M | +$13.6M | 18 | 0.11% | Increased |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $647M | -$214M | 19 | 0.03% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $540M | +$3.09M | 19 | 0.07% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $492M | -$72.1M | 20 | 0.03% | Reduced |
|
| 17 |
Citadel Advisors
Miami,
Florida
| $470M | +$160M | 15 | 0.07% | Increased |
|
| 18 |
Millennium Management
New York
| $467M | +$180M | 17 | 0.2% | Increased |
|
| 19 |
UBS AM
Chicago,
Illinois
| $444M | -$119M | 13 | 0.1% | Reduced |
|
| 20 |
JP Morgan Chase
New York
| $432M | -$29M | 20 | 0.03% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $402M | -$51.1M | 16 | 0.09% | Reduced |
|
| 22 |
Pzena Investment Management
New York
| $390M | +$3.96M | 1 | 1.26% | Increased |
|
| 23 |
AQR Capital Management
Greenwich,
Connecticut
| $372M | +$228M | 17 | 0.24% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $352M | -$45.5M | 16 | 0.08% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $344M | +$61.5M | 19 | 0.06% | Increased |
|