← 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
51
Wellington Management Group
Wellington Management Group
Massachusetts
$136M -$63.6M 4 0.04% Reduced
52
LCG
Luxor Capital Group
New York
$136M -$37.2M 1 1.91% Reduced
53
Millennium Management
Millennium Management
New York
$135M +$23.3M 7 0.44% Increased
54
UBS AM
UBS AM
Illinois
$132M -$9.17M 9 0.16% Reduced
55
Jennison Associates
Jennison Associates
New York
$130M -$195M 2 0.14% Reduced
56
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$123M -$77.5M 8 0.18% Reduced
57
American Century Companies
American Century Companies
Missouri
$120M +$41.6M 6 0.15% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$120M +$1.95M 9 0.22% Increased
59
VOYA Investment Management
VOYA Investment Management
Georgia
$118M +$11.3M 8 0.3% Increased
60
Munder Capital Management
Munder Capital Management
Michigan
$114M -$360K 1 0.91% Reduced
61
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$113M +$1.61M 1 0.45% Increased
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$113M -$5.5M 7 0.19% Reduced
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$110M -$28.9M 8 0.06% Reduced
64
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$109M +$4.06M 3 0.44% Increased
65
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$108M +$62.8M 5 0.58% Increased
66
First Trust Advisors
First Trust Advisors
Illinois
$107M +$48.4M 9 0.58% Increased
67
LCS
Levin Capital Strategies
New York
$103M +$46.3M 1 1.76% Increased
68
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$101M -$52.5M 5 0.76% Reduced
69
Royce & Associates
Royce & Associates
New York
$101M -$3.17M 5 0.3% Reduced
70
Russell Frank Company
Russell Frank Company
Washington
$101M +$5.73M 9 0.18% Increased
71
Westwood Holdings Group
Westwood Holdings Group
Texas
$101M +$5.18M 1 0.85% Increased
72
BlackRock Advisors
BlackRock Advisors
Delaware
$100M -$20.9M 9 0.1% Reduced
73
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.8M +$4.09M 10 0.08% Increased
74
Los Angeles Capital Management
Los Angeles Capital Management
California
$98.1M +$30.6M 5 1.21% Increased
75
Citadel Advisors
Citadel Advisors
Florida
$97.2M -$91.1M 8 0.15% Reduced
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