← 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
Deutsche Bank
Deutsche Bank
Germany
$337M -$11.9M 16 0.11% Reduced
27
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$314M +$160M 10 0.2% Increased
28
Capital Research Global Investors
Capital Research Global Investors
California
$297M +$251M 2 0.06% Increased
29
JPM
JANA Partners Management
New York
$291M -$122M 1 14.08% Reduced
30
Marshall Wace
Marshall Wace
United Kingdom
$281M +$241M 10 0.29% Increased
31
Nordea Investment Management
Nordea Investment Management
Sweden
$274M -$169M 4 0.24% Reduced
32
Amundi
Amundi
France
$263M -$15.4M 6 0.08% Reduced
33
Barclays
Barclays
United Kingdom
$259M -$61.2M 18 0.06% Reduced
34
LSV Asset Management
LSV Asset Management
Illinois
$256M -$48.5M 5 0.57% Reduced
35
Wasatch Advisors
Wasatch Advisors
Utah
$255M -$80.5M 2 1.37% Reduced
36
VSCP
Vesey Street Capital Partners
New York
$243M $0 1 100% Maintained
37
Franklin Resources
Franklin Resources
California
$238M -$4.24M 12 0.06% Reduced
38
Two Sigma Investments
Two Sigma Investments
New York
$233M +$132M 14 0.35% Increased
39
D.E. Shaw & Co
D.E. Shaw & Co
New York
$229M -$15.4M 13 0.13% Reduced
40
American Century Companies
American Century Companies
Missouri
$225M -$88.7M 11 0.11% Reduced
41
Gates Capital Management
Gates Capital Management
New York
$222M -$7.85M 2 3.97% Reduced
42
First Trust Advisors
First Trust Advisors
Illinois
$221M +$81.3M 10 0.16% Increased
43
Deerfield Management
Deerfield Management
New York
$221M +$109M 5 3.38% Increased
44
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$220M -$7.7M 18 0.12% Reduced
45
Two Sigma Advisers
Two Sigma Advisers
New York
$213M +$54.7M 13 0.43% Increased
46
William Blair Investment Management
William Blair Investment Management
Illinois
$212M +$66.1M 3 0.55% Increased
47
Renaissance Technologies
Renaissance Technologies
New York
$209M -$3.94M 10 0.28% Reduced
48
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$207M +$84.8M 6 0.21% Increased
49
Swedbank
Swedbank
Sweden
$206M +$30.2M 4 0.21% Increased
50
Swiss National Bank
Swiss National Bank
Switzerland
$185M -$20.1M 13 0.11% Reduced
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