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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Wellington Management Group
Boston,
Massachusetts
| $397M | -$183M | 5 | 0.07% | Reduced |
|
| 27 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $395M | -$4.72M | 19 | 0.09% | Reduced |
|
| 28 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $378M | -$103M | 17 | 0.11% | Reduced |
|
| 29 |
Nordea Investment Management
Stockholm,
Sweden
| $366M | +$82.4M | 4 | 0.3% | Increased |
|
| 30 |
Citadel Advisors
Miami,
Florida
| $332M | -$92.8M | 17 | 0.04% | Reduced |
|
| 31 |
Legal & General Group
London,
United Kingdom
| $325M | -$38M | 16 | 0.07% | Reduced |
|
| 32 |
LSV Asset Management
Chicago,
Illinois
| $315M | -$5.87M | 6 | 0.57% | Reduced |
|
| 33 |
D.E. Shaw & Co
New York
| $307M | +$63M | 15 | 0.15% | Increased |
|
| 34 |
Neuberger Berman Group
New York
| $300M | +$89.7M | 11 | 0.2% | Increased |
|
| 35 |
Barclays
London,
United Kingdom
| $291M | +$106M | 19 | 0.06% | Increased |
|
| 36 |
Millennium Management
New York
| $286M | +$57.2M | 18 | 0.1% | Increased |
|
| 37 |
Swedbank
Stockholm,
Sweden
| $282M | -$17.9M | 3 | 0.24% | Reduced |
|
| 38 |
UBS AM
Chicago,
Illinois
| $267M | -$188K | 15 | 0.05% | Reduced |
|
| 39 |
M&G plc
London,
United Kingdom
| $261M | +$16.7M | 1 | 1.3% | Increased |
|
| 40 |
Starboard Value
New York
| $248M | -$16.4M | 1 | 5.47% | Reduced |
|
| 41 |
Quantinno Capital Management
New York
| $247M | +$95.3M | 13 | 0.3% | Increased |
|
| 42 |
Amundi
Paris,
France
| $241M | -$145M | 9 | 0.06% | Reduced |
|
| 43 |
JPM
JANA Partners Management
New York
| $233M | +$16.6M | 1 | 12.25% | Increased |
|
| 44 |
Citigroup
New York
| $230M | +$90M | 18 | 0.08% | Increased |
|
| 45 |
Flossbach Von Storch
Cologne,
Germany
| $219M | +$104M | 1 | 0.99% | Increased |
|
| 46 |
BNP Paribas Financial Markets
Paris,
France
| $214M | -$2.9M | 20 | 0.07% | Reduced |
|
| 47 |
Ameriprise
Minneapolis,
Minnesota
| $214M | -$13.1M | 16 | 0.04% | Reduced |
|
| 48 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $205M | +$1.22M | 20 | 0.03% | Increased |
|
| 49 |
Nuveen
Charlotte,
North Carolina
| $197M | +$7.31M | 17 | 0.05% | Increased |
|
| 50 |
MAP
Madison Avenue Partners
New York
| $190M | -$8.61M | 1 | 8.16% | Reduced |
|