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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

Obesity Second-Order Effects

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	New York Life Investment Management New York	$248M	+$12M	11	1.73%	Increased
402	Lido Advisors Los Angeles, California	$248M	+$9.8M	16	0.67%	Increased
403	Starboard Value New York	$248M	-$117M	1	5.47%	Reduced
404	INTECH Investment Management West Palm Beach, Florida	$247M	-$43.5M	32	2.26%	Reduced
405	Armistice Capital New York	$246M	+$54.4M	8	3.01%	Increased
406	Whittier Trust South Pasadena, California	$245M	+$11.5M	14	2.4%	Increased
407	TCW Group Los Angeles, California	$245M	-$293K	9	1.64%	Reduced
408	Cullen Capital Management New York	$242M	+$26.4M	3	2.38%	Increased
409	Varma Mutual Pension Insurance Co Helsinki, Finland	$240M	+$331K	6	1.27%	Increased
410	Smead Capital Management Phoenix, Arizona	$239M	-$13.2M	1	5.12%	Reduced
411	BG Bollard Group Boston, Massachusetts	$238M	+$6.56M	7	7.25%	Increased
412	RG Redmile Group San Francisco, California	$237M	-$230M	1	15.92%	Reduced
413	LBP AM Paris, France	$237M	-$3.88M	9	2.37%	Reduced
414	Utah Retirement Systems Salt Lake City, Utah	$237M	-$18.9M	13	2.25%	Reduced
415	Flossbach Von Storch Cologne, Germany	$236M	+$102M	2	1.07%	Increased
416	Guggenheim Capital Chicago, Illinois	$236M	+$4.96M	25	1.48%	Increased
417	Quadrature Capital London, United Kingdom	$235M	-$8.29M	23	2.01%	Reduced
418	PineBridge Investments New York	$235M	-$29.4M	8	1.93%	Reduced
419	British Columbia Investment Management Victoria, British Columbia, Canada	$233M	-$31.8M	9	1.46%	Reduced
420	Kornitzer Capital Management Shawnee Mission, Kansas	$233M	+$8.85M	13	4.86%	Increased
421	JPM JANA Partners Management New York	$233M	+$16.6M	1	12.25%	Increased
422	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$233M	-$50.1M	12	1.45%	Reduced
423	MAI Capital Management Independence, Ohio	$231M	+$49M	21	0.87%	Increased
424	EFG International Zurich,	$230M	+$37.1M	15	4.22%	Increased
425	Generali Asset Management Trieste, Italy	$229M	-$25.2M	10	4.15%	Reduced