← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$128M -$3.22M 9 0.18% Reduced
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$124M +$28.4M 10 0.09% Increased
53
Manning & Napier Advisors
Manning & Napier Advisors
New York
$119M +$2.63M 3 0.49% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$118M -$39.4K 7 0.18% Reduced
55
KI
Kalmar Investments
Delaware
$116M -$8.56M 2 1.95% Reduced
56
HCM
Holland Capital Management
Illinois
$113M -$4.07M 1 2.44% Reduced
57
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$112M -$1.04M 1 0.44% Reduced
58
AL
AJO LP
Pennsylvania
$111M +$40.3M 1 0.48% Increased
59
American Century Companies
American Century Companies
Missouri
$111M +$33.7M 5 0.13% Increased
60
Nicholas Company
Nicholas Company
Wisconsin
$108M +$26.6M 2 2.6% Increased
61
Adage Capital Partners
Adage Capital Partners
Massachusetts
$108M -$65.8M 2 0.29% Reduced
62
Wellington Management Group
Wellington Management Group
Massachusetts
$108M -$888K 2 0.03% Reduced
63
Royce & Associates
Royce & Associates
New York
$105M +$7.13M 6 0.31% Increased
64
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$104M -$169M 4 0.1% Reduced
65
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$103M -$13.3M 1 1.8% Reduced
66
HCM
Huber Capital Management
California
$103M +$39.1M 2 2.7% Increased
67
BlackRock Investment Management
BlackRock Investment Management
Delaware
$102M +$10.5M 10 0.15% Increased
68
Gotham Asset Management
Gotham Asset Management
New York
$101M +$43M 6 1.51% Increased
69
Cambiar Investors
Cambiar Investors
Colorado
$99.4M +$2.39M 1 1.47% Increased
70
APG Asset Management
APG Asset Management
Netherlands
$98.7M +$2.93M 4 0.26% Increased
71
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.8M +$20M 10 0.16% Increased
72
Boston Partners
Boston Partners
Massachusetts
$95.8M +$9.39M 4 0.17% Increased
73
Charles Schwab
Charles Schwab
California
$94.2M +$4.56M 9 0.17% Increased
74
First Trust Advisors
First Trust Advisors
Illinois
$93.8M -$15.7M 8 0.41% Reduced
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$90.1M +$7.35M 10 0.21% Increased