← 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
AG
Artal Group
Luxembourg
$337M $0 1 7.48% Maintained
27
D.E. Shaw & Co
D.E. Shaw & Co
New York
$336M -$11.3M 9 0.57% Reduced
28
Credit Suisse
Credit Suisse
Switzerland
$332M -$9.64M 11 0.33% Reduced
29
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$313M -$6.22M 1 0.52% Reduced
30
SC
Sasco Capital
Connecticut
$311M +$54.3M 2 7.8% Increased
31
American Century Companies
American Century Companies
Missouri
$307M +$7.61M 8 0.33% Increased
32
Brown Advisory
Brown Advisory
Maryland
$299M -$21.9M 3 1.07% Reduced
33
Invesco
Invesco
Georgia
$289M -$103M 11 0.1% Reduced
34
Principal Financial Group
Principal Financial Group
Iowa
$281M +$11.5M 8 0.36% Increased
35
TimesSquare Capital Management
TimesSquare Capital Management
New York
$270M -$11.1M 1 1.81% Reduced
36
Millennium Management
Millennium Management
New York
$268M -$30.8M 9 0.56% Reduced
37
Renaissance Technologies
Renaissance Technologies
New York
$252M -$185M 6 0.4% Reduced
38
ROIC
Route One Investment Company
California
$252M +$72.5M 1 7.87% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$248M -$63.9M 12 0.2% Reduced
40
AQR Capital Management
AQR Capital Management
Connecticut
$248M -$59.3M 6 0.34% Reduced
41
Teachers Advisors
Teachers Advisors
New York
$244M -$13.1M 10 0.38% Reduced
42
Legal & General Group
Legal & General Group
United Kingdom
$227M -$3.72M 10 0.21% Reduced
43
Acadian Asset Management
Acadian Asset Management
Massachusetts
$207M -$5.17M 7 1.01% Reduced
44
VAM
ValueInvest Asset Management
Luxembourg
$203M +$189M 2 12.19% New
45
Adage Capital Partners
Adage Capital Partners
Massachusetts
$192M -$97.1M 4 0.52% Reduced
46
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$179M -$46.9M 5 0.15% Reduced
47
Gates Capital Management
Gates Capital Management
New York
$178M +$51.4M 2 6.83% Increased
48
BlackRock Advisors
BlackRock Advisors
Delaware
$169M -$45.3M 10 0.17% Reduced
49
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$167M +$615K 12 0.09% Increased
50
UBS Group
UBS Group
Switzerland
$164M +$50.3M 13 0.09% Increased
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