Efectos de segundo orden de la obesidad
Los medicamentos para bajar de peso cambian la demanda mucho más allá del sector salud: en las botanas, el alcohol, las tallas de ropa, la diálisis y la cirugía bariátrica. Algunas empresas se benefician de este cambio y otras salen perdiendo; precisamente por eso vale la pena etiquetar este vínculo.
26 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 51 |
Deerfield Management
New York
| USD 186 M | -USD 66.7 M | 3 | 1.94% | Reducidas |
|
| 52 |
Victory Capital Management
San Antonio,
Texas
| USD 185 M | +USD 102 M | 11 | 0.1% | Aumentadas |
|
| 53 |
Ilex Capital Partners
London,
United Kingdom
| USD 178 M | +USD 101 M | 2 | 3.65% | Aumentadas |
|
| 54 |
Principal Financial Group
Des Moines,
Iowa
| USD 176 M | +USD 32.1 M | 9 | 0.09% | Aumentadas |
|
| 55 |
OEP Capital Advisors
New York
| USD 170 M | USD 0 | 1 | 100% | Mantenido |
|
| 56 |
Sessa Capital
New York
| USD 167 M | +USD 75 M | 1 | 2.79% | Aumentadas |
|
| 57 |
Swiss National Bank
Zurich,
Switzerland
| USD 161 M | -USD 6.19 M | 13 | 0.08% | Reducidas |
|
| 58 |
Continental Grain Company
New York
| USD 154 M | +USD 40.3 M | 1 | 34.38% | Aumentadas |
|
| 59 |
Gates Capital Management
New York
| USD 153 M | -USD 6.34 M | 1 | 3.68% | Reducidas |
|
| 60 |
Renaissance Technologies
New York
| USD 150 M | -USD 7.97 M | 12 | 0.21% | Reducidas |
|
| 61 |
AllianceBernstein
Nashville,
Tennessee
| USD 140 M | +USD 19.9 M | 15 | 0.05% | Aumentadas |
|
| 62 |
Vesey Street Capital Partners
New York
| USD 136 M | USD 0 | 1 | 100% | Mantenido |
|
| 63 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 136 M | +USD 21.4 M | 7 | 0.35% | Aumentadas |
|
| 64 |
HSBC Holdings
London,
United Kingdom
| USD 127 M | -USD 16.8 M | 10 | 0.05% | Reducidas |
|
| 65 |
Wells Fargo
San Francisco,
California
| USD 125 M | +USD 24.4 M | 19 | 0.02% | Aumentadas |
|
| 66 |
HRT Financial
New York
| USD 125 M | +USD 28.6 M | 9 | 0.23% | Aumentadas |
|
| 67 |
Gotham Asset Management
New York
| USD 124 M | +USD 13.7 M | 8 | 0.29% | Aumentadas |
|
| 68 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 124 M | +USD 85 M | 6 | 0.12% | Aumentadas |
|
| 69 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 124 M | -USD 11.3 M | 18 | 0.09% | Reducidas |
|
| 70 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 122 M | +USD 13.8 M | 10 | 0.04% | Aumentadas |
|
| 71 |
Baupost Group
Boston,
Massachusetts
| USD 122 M | USD 0 | 1 | 2.25% | Mantenido |
|
| 72 |
Jane Street
New York
| USD 118 M | +USD 22 M | 11 | 0.01% | Aumentadas |
|
| 73 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 118 M | +USD 23.1 M | 4 | 0.34% | Aumentadas |
|
| 74 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 117 M | +USD 107 M | 10 | 0.17% | Aumentadas |
|
| 75 |
Brandes Investment Partners
La Jolla,
California
| USD 117 M | +USD 38.4 M | 3 | 0.82% | Aumentadas |
|