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 |
BlackRock
New York
| $5.68B | +$258M | 20 | 0.1% | Increased |
|
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
| $4.63B | -$225M | 1 | 1.76% | Reduced |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $3.8B | +$4.15B | 19 | 0.09% | New |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $3.17B | +$3.46B | 16 | 0.17% | New |
|
| 5 |
State Street
Boston,
Massachusetts
| $2.57B | -$46.1M | 18 | 0.09% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.62B | -$48.8M | 19 | 0.1% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $1.38B | -$79M | 20 | 0.08% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $1.34B | +$15.4M | 19 | 0.25% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.09B | -$129M | 18 | 0.11% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $1.07B | +$62.5M | 16 | 0.22% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $852M | +$171M | 16 | 0.1% | Increased |
|
| 12 |
Goldman Sachs
New York
| $683M | +$26.8M | 20 | 0.08% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $651M | -$35.5M | 20 | 0.09% | Reduced |
|
| 14 |
UBS Group
Zurich,
Switzerland
| $639M | +$134M | 20 | 0.1% | Increased |
|
| 15 |
Fidelity Investments
Boston,
Massachusetts
| $634M | +$300M | 19 | 0.03% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $594M | +$34.8M | 20 | 0.04% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $584M | -$36.2K | 19 | 0.09% | Reduced |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $546M | +$22.9M | 7 | 0.1% | Increased |
|
| 19 |
AQR Capital Management
Greenwich,
Connecticut
| $524M | +$227M | 17 | 0.24% | Increased |
|
| 20 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $513M | -$58.9M | 16 | 0.17% | Reduced |
|
| 21 |
Two Sigma Investments
New York
| $506M | +$398M | 19 | 0.41% | Increased |
|
| 22 |
Arrowstreet Capital
Boston,
Massachusetts
| $499M | +$25.9M | 9 | 0.27% | Increased |
|
| 23 |
First Trust Advisors
Wheaton,
Illinois
| $451M | +$9.73M | 10 | 0.32% | Increased |
|
| 24 |
Citadel Advisors
Miami,
Florida
| $444M | +$295M | 16 | 0.07% | Increased |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $438M | -$59.1M | 20 | 0.03% | Reduced |
|