← All themes

GLP-1 & Obesity

GLP-1 medicines treat obesity and diabetes, and have grown into one of the largest drug categories ever launched. Their reach extends past medicine, because a change in how much people eat moves whole consumer industries.

92 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$685M -$252M 1 14.67% Reduced
227
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$684M -$94.1M 14 1.03% Reduced
228
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$684M +$19M 3 6.54% Increased
229
Pzena Investment Management
Pzena Investment Management
New York
$684M +$95.5M 3 2.01% Increased
230
Panagora Asset Management
Panagora Asset Management
Massachusetts
$671M +$28M 15 2.06% Increased
231
Baird Financial Group
Baird Financial Group
Wisconsin
$670M -$9.72M 18 0.92% Reduced
232
GIM
Goelzer Investment Management
Indiana
$665M -$9.58M 7 28.97% Reduced
233
William Blair & Company
William Blair & Company
Illinois
$661M +$15.4M 22 1.72% Increased
234
Brandes Investment Partners
Brandes Investment Partners
California
$660M -$2.08M 6 4.62% Reduced
235
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$649M +$63.3M 20 1.74% Increased
236
Bellevue Group
Bellevue Group
Switzerland
$645M +$31.5M 12 13.58% Increased
237
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$642M -$36.1M 21 1.41% Reduced
238
Brown Advisory
Brown Advisory
Maryland
$636M -$76M 13 0.99% Reduced
239
Los Angeles Capital Management
Los Angeles Capital Management
California
$629M -$90.8M 30 2.31% Reduced
240
Longview Partners
Longview Partners
Guernsey
$627M -$123M 2 10.18% Reduced
241
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$617M -$8.92M 19 1.83% Reduced
242
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$611M $0 2 2.57% Maintained
243
STRS Ohio
STRS Ohio
Ohio
$600M -$56M 29 2.25% Reduced
244
Epoch Investment Partners
Epoch Investment Partners
New York
$600M -$56.9M 7 3.41% Reduced
245
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$598M -$57.7M 13 0.69% Reduced
246
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$595M -$36.3M 13 2.14% Reduced
247
DnB Asset Management
DnB Asset Management
Norway
$595M -$7.36M 19 1.67% Reduced
248
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$590M -$14.6M 3 8.7% Reduced
249
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$590M +$331M 4 8.67% Increased
250
Carmignac Gestion
Carmignac Gestion
France
$588M +$290M 3 7.63% Increased