← 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
Fidelity International
Fidelity International
Bermuda
$138M +$125M 2 0.56% Increased
52
UBS AM
UBS AM
Illinois
$130M -$12.4M 9 0.15% Reduced
53
First Trust Advisors
First Trust Advisors
Illinois
$125M +$9.65M 8 0.61% Increased
54
Renaissance Technologies
Renaissance Technologies
New York
$122M -$132M 7 0.29% Reduced
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$122M +$2.76M 7 0.19% Increased
56
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$121M -$23.9M 1 2.03% Reduced
57
BlackRock Advisors
BlackRock Advisors
Delaware
$121M +$12.6M 9 0.12% Increased
58
First Manhattan
First Manhattan
New York
$117M -$9.9M 7 0.77% Reduced
59
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$115M -$8.04M 1 0.44% Reduced
60
Citigroup
Citigroup
New York
$114M +$36.8M 10 0.1% Increased
61
Wellington Management Group
Wellington Management Group
Massachusetts
$113M -$28.9M 3 0.03% Reduced
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M +$3.06M 10 0.08% Increased
63
Manning & Napier Advisors
Manning & Napier Advisors
New York
$109M +$88.4M 4 0.49% Increased
64
Millennium Management
Millennium Management
New York
$108M -$38.8M 7 0.34% Reduced
65
HCM
Holland Capital Management
Illinois
$108M +$677K 1 2.23% Increased
66
Los Angeles Capital Management
Los Angeles Capital Management
California
$106M -$2.92M 4 1.18% Reduced
67
Cambiar Investors
Cambiar Investors
Colorado
$105M +$80.3M 1 1.55% Increased
68
AL
AJO LP
Pennsylvania
$105M +$87.4M 2 0.46% Increased
69
LCS
Levin Capital Strategies
New York
$102M -$11.8M 1 1.65% Reduced
70
Royce & Associates
Royce & Associates
New York
$102M -$3.72M 7 0.29% Reduced
71
Wasatch Advisors
Wasatch Advisors
Utah
$101M +$29.9M 2 0.99% Increased
72
APG Asset Management
APG Asset Management
Netherlands
$101M +$20.3M 4 0.3% Increased
73
Viking Global Investors
Viking Global Investors
Connecticut
$99.5M +$92.2M 1 0.46% New
74
Credit Suisse
Credit Suisse
Switzerland
$95.3M -$5.23M 10 0.09% Reduced
75
Charles Schwab
Charles Schwab
California
$95.2M +$3.8M 9 0.18% Increased
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