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GLP-1 Second Order Index

By Aoife BandaMade 12 Jun 202610 companies

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About this portfolio

The idea it was built from

An index of the companies that supply the obesity drug boom rather than sell the drugs. Injection devices, fill and finish, bioprocessing consumables and analytical instruments. Include the two originators at low weight for reference.

How much of each: Weighted by gross margin
Most in one company: 16%
Refreshed: Every 6 months · next 12 Dec 2026

What’s inside

10 companies. The biggest is West Pharmaceutical Services at 16.0%. No company can be more than 16%.

10companies

More detail

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Discussion

Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.