← All themes GLP-1 & Obesity

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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$253M +$53.5M 9 0.18% Increased
27
Lone Pine Capital
Lone Pine Capital
Connecticut
$252M -$320M 1 1.09% Reduced
28
PCM
Pennant Capital Management
New Jersey
$250M $0 1 4.26% Maintained
29
Ameriprise
Ameriprise
Minnesota
$247M -$101M 10 0.15% Reduced
30
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$244M +$187M 1 3.72% Increased
31
Wells Fargo
Wells Fargo
California
$243M +$58M 10 0.1% Increased
32
Neuberger Berman Group
Neuberger Berman Group
New York
$242M +$23.1M 4 0.25% Increased
33
BlackRock Group
BlackRock Group
United Kingdom
$240M -$12.2M 8 0.15% Reduced
34
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$234M +$42.3M 4 0.53% Increased
35
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$219M +$51.8M 7 0.05% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$193M +$65.1M 10 0.14% Increased
37
CBOA
Commonwealth Bank of Australia
Australia
$188M -$14.5M 5 1.21% Reduced
38
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$186M +$24M 10 0.14% Increased
39
Gates Capital Management
Gates Capital Management
New York
$184M -$22.6M 1 5.4% Reduced
40
RP
RR Partners
New York
$182M +$10.9M 1 6.31% Increased
41
Credit Suisse
Credit Suisse
Switzerland
$178M +$106M 10 0.17% Increased
42
Fidelity International
Fidelity International
Bermuda
$156M +$29.1M 2 0.57% Increased
43
Legal & General Group
Legal & General Group
United Kingdom
$148M -$3.38M 5 0.18% Reduced
44
JP Morgan Chase
JP Morgan Chase
New York
$146M +$16.7M 9 0.04% Increased
45
River Road Asset Management
River Road Asset Management
Kentucky
$142M -$2.75M 1 1.54% Reduced
46
Allianz Asset Management
Allianz Asset Management
Germany
$137M -$77.6M 5 0.16% Reduced
47
UBS AM
UBS AM
Illinois
$135M +$14.8M 8 0.14% Increased
48
Jennison Associates
Jennison Associates
New York
$132M +$81.3M 2 0.13% Increased
49
Viking Global Investors
Viking Global Investors
Connecticut
$132M +$23M 1 0.55% Increased
50
Citadel Advisors
Citadel Advisors
Florida
$129M -$108M 8 0.15% Reduced