← 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
Millennium Management
Millennium Management
New York
$406M +$108M 13 0.63% Increased
27
Bank of America
Bank of America
North Carolina
$374M +$24.4M 13 0.07% Increased
28
DVI
Deccan Value Investors
Connecticut
$368M -$4.13M 1 27.85% Reduced
29
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$361M +$106M 11 0.29% Increased
30
Wells Fargo
Wells Fargo
California
$355M -$28.5M 14 0.12% Reduced
31
AQR Capital Management
AQR Capital Management
Connecticut
$352M +$158M 8 0.41% Increased
32
Ameriprise
Ameriprise
Minnesota
$308M +$41.9M 12 0.15% Increased
33
Charles Schwab
Charles Schwab
California
$305M +$37.9M 11 0.23% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$293M -$130M 12 0.21% Reduced
35
JP
Jana Partners
New York
$289M +$271M 1 13.23% Increased
36
Credit Suisse
Credit Suisse
Switzerland
$282M +$38.7M 10 0.29% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$280M +$39.2M 11 0.22% Increased
38
OppenheimerFunds
OppenheimerFunds
New York
$277M -$69.8M 9 0.4% Reduced
39
APG Asset Management
APG Asset Management
Netherlands
$259M +$63.2M 7 0.53% Increased
40
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$257M -$285M 6 0.67% Reduced
41
Two Sigma Advisers
Two Sigma Advisers
New York
$241M +$4.46M 11 0.66% Increased
42
ROIC
Route One Investment Company
California
$233M +$589K 1 8.43% Increased
43
Citadel Advisors
Citadel Advisors
Florida
$221M -$25.8M 12 0.12% Reduced
44
UBS AM
UBS AM
Illinois
$219M +$41.8M 10 0.19% Increased
45
TimesSquare Capital Management
TimesSquare Capital Management
New York
$217M +$32.9M 4 1.87% Increased
46
Congress Asset Management
Congress Asset Management
Massachusetts
$207M -$10.4M 2 3.11% Reduced
47
Franklin Resources
Franklin Resources
California
$205M -$4.8M 6 0.12% Reduced
48
Macquarie Group
Macquarie Group
Australia
$199M -$53.5M 11 0.38% Reduced
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$198M +$6.05M 12 0.2% Increased
50
William Blair Investment Management
William Blair Investment Management
Illinois
$196M +$181M 4 0.97% Increased