← 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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$127M +$5.88M 7 0.19% Increased
52
Macquarie Group
Macquarie Group
Australia
$124M +$78.1M 6 0.28% Increased
53
Citadel Advisors
Citadel Advisors
Florida
$123M -$8.68M 8 0.14% Reduced
54
Nicholas Company
Nicholas Company
Wisconsin
$120M +$4.23M 2 2.84% Increased
55
HCM
Holland Capital Management
Illinois
$117M -$1.08M 1 2.48% Reduced
56
River Road Asset Management
River Road Asset Management
Kentucky
$117M -$21.3M 1 1.55% Reduced
57
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$116M +$34.5M 2 0.83% Increased
58
American Century Companies
American Century Companies
Missouri
$114M +$5.87M 4 0.13% Increased
59
BlackRock Investment Management
BlackRock Investment Management
Delaware
$111M +$7.82M 11 0.15% Increased
60
APG Asset Management
APG Asset Management
Netherlands
$108M +$894K 4 0.23% Increased
61
Wellington Management Group
Wellington Management Group
Massachusetts
$108M +$3.3M 4 0.03% Increased
62
Royce & Associates
Royce & Associates
New York
$108M +$5.05M 6 0.32% Increased
63
AL
AJO LP
Pennsylvania
$107M -$17.5M 1 0.46% Reduced
64
HCM
Huber Capital Management
California
$104M -$8.11M 2 2.66% Reduced
65
Boston Partners
Boston Partners
Massachusetts
$103M +$4.39M 4 0.17% Increased
66
Charles Schwab
Charles Schwab
California
$102M +$5.6M 9 0.17% Increased
67
Allianz Asset Management
Allianz Asset Management
Germany
$102M -$39M 5 0.13% Reduced
68
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$99.4M -$8.16M 1 0.4% Reduced
69
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$98M -$1.79M 1 1.67% Reduced
70
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$91.1M -$1.34M 10 0.21% Reduced
71
HSBC Holdings
HSBC Holdings
United Kingdom
$88.7M +$5.06M 5 0.19% Increased
72
Franklin Resources
Franklin Resources
California
$88.4M -$818K 3 0.04% Reduced
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$85.7M +$1.34M 4 0.2% Increased
74
BlackRock Advisors
BlackRock Advisors
Delaware
$85.1M +$22.9M 9 0.08% Increased
75
Jennison Associates
Jennison Associates
New York
$84.9M -$59.4M 1 0.08% Reduced