← 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
Viking Global Investors
Viking Global Investors
Connecticut
$357M +$217M 1 1.51% Increased
27
Brown Advisory
Brown Advisory
Maryland
$353M -$20.1M 3 1.24% Reduced
28
Credit Suisse
Credit Suisse
Switzerland
$353M -$35.8M 10 0.39% Reduced
29
AG
Artal Group
Luxembourg
$342M $0 1 7.07% Maintained
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$342M +$3.99M 10 0.2% Increased
31
TimesSquare Capital Management
TimesSquare Capital Management
New York
$321M -$26.6M 1 2.12% Reduced
32
Wells Fargo
Wells Fargo
California
$311M +$17.7M 10 0.12% Increased
33
Adage Capital Partners
Adage Capital Partners
Massachusetts
$309M +$13.2M 3 0.84% Increased
34
AQR Capital Management
AQR Capital Management
Connecticut
$305M +$46.1M 7 0.54% Increased
35
Deutsche Bank
Deutsche Bank
Germany
$297M +$47.7M 11 0.21% Increased
36
Principal Financial Group
Principal Financial Group
Iowa
$291M +$27.9M 7 0.41% Increased
37
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$263M -$87M 1 2.96% Reduced
38
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$256M -$30.9M 5 0.22% Reduced
39
Teachers Advisors
Teachers Advisors
New York
$241M +$37.2M 9 0.42% Increased
40
American Century Companies
American Century Companies
Missouri
$232M -$57.4M 5 0.26% Reduced
41
Jennison Associates
Jennison Associates
New York
$223M +$3.56M 1 0.25% Increased
42
Acadian Asset Management
Acadian Asset Management
Massachusetts
$223M +$27.8M 6 1.14% Increased
43
JP Morgan Chase
JP Morgan Chase
New York
$221M -$23.2M 11 0.06% Reduced
44
Legal & General Group
Legal & General Group
United Kingdom
$218M +$7.55M 8 0.23% Increased
45
ROIC
Route One Investment Company
California
$211M +$27.3M 1 11.4% Increased
46
BlackRock Advisors
BlackRock Advisors
Delaware
$208M +$18.1M 9 0.21% Increased
47
First Trust Advisors
First Trust Advisors
Illinois
$204M +$87.8M 8 0.64% Increased
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$200M +$42M 9 0.12% Increased
49
SC
Sasco Capital
Connecticut
$194M -$8.43M 1 4.85% Reduced
50
AL
AJO LP
Pennsylvania
$186M -$69.6M 4 0.83% Reduced