← 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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$309M -$12.7M 1 1.68% Reduced
27
BlackRock Group
BlackRock Group
United Kingdom
$308M +$1.78M 9 0.17% Increased
28
Capital World Investors
Capital World Investors
California
$303M +$11.1M 2 0.08% Increased
29
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$292M -$7.67M 10 0.18% Reduced
30
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$271M +$22.4M 9 0.19% Increased
31
American Century Companies
American Century Companies
Missouri
$271M -$87.4M 2 0.31% Reduced
32
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$252M +$37.1M 1 3.2% Increased
33
D.E. Shaw & Co
D.E. Shaw & Co
New York
$243M -$51.3M 7 0.36% Reduced
34
SC
Sasco Capital
Connecticut
$242M -$1.63M 1 4.43% Reduced
35
Deutsche Bank
Deutsche Bank
Germany
$236M +$25.4M 10 0.15% Increased
36
Bank of America
Bank of America
North Carolina
$235M -$31.2M 11 0.08% Reduced
37
UBS O'Connor
UBS O'Connor
Illinois
$232M +$19.3M 2 1.91% Increased
38
Wells Fargo
Wells Fargo
California
$231M -$46M 10 0.09% Reduced
39
Credit Suisse
Credit Suisse
Switzerland
$230M -$6.11M 10 0.22% Reduced
40
LSV Asset Management
LSV Asset Management
Illinois
$222M -$23.3M 4 0.46% Reduced
41
Principal Financial Group
Principal Financial Group
Iowa
$204M +$68.7M 7 0.3% Increased
42
VOYA Investment Management
VOYA Investment Management
Georgia
$187M -$65.9M 6 0.43% Reduced
43
Adage Capital Partners
Adage Capital Partners
Massachusetts
$186M +$4.15M 2 0.46% Increased
44
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$182M +$47.9M 10 0.13% Increased
45
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$179M -$34.5M 4 0.47% Reduced
46
Legal & General Group
Legal & General Group
United Kingdom
$178M -$2.45M 8 0.21% Reduced
47
Gates Capital Management
Gates Capital Management
New York
$176M +$476K 1 5.84% Increased
48
First Trust Advisors
First Trust Advisors
Illinois
$176M +$88.2M 7 0.46% Increased
49
PCM
Pennant Capital Management
New Jersey
$172M -$7.19M 1 3.41% Reduced
50
Fidelity International
Fidelity International
Bermuda
$157M -$19M 1 0.5% Reduced