← 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
$129M +$54.9K 10 0.18% Increased
52
Nicholas Company
Nicholas Company
Wisconsin
$122M +$2.81M 2 2.88% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$119M -$11.3M 7 0.18% Reduced
54
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$115M -$2.41M 2 0.82% Reduced
55
HCM
Holland Capital Management
Illinois
$115M -$3.36M 1 2.48% Reduced
56
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$113M -$11.1M 10 0.08% Reduced
57
Charles Schwab
Charles Schwab
California
$111M +$7.84M 9 0.18% Increased
58
Boston Partners
Boston Partners
Massachusetts
$108M +$5.71M 4 0.18% Increased
59
HCM
Huber Capital Management
California
$108M +$34.9M 2 3.13% Increased
60
River Road Asset Management
River Road Asset Management
Kentucky
$107M -$5.42M 1 1.5% Reduced
61
UBS
UBS
Switzerland
$107M +$32M 9 0.08% Increased
62
GTP
Global Thematic Partners
New York
$107M +$75.4M 1 1.62% Increased
63
KI
Kalmar Investments
Delaware
$107M -$544K 2 2.03% Reduced
64
Royce & Associates
Royce & Associates
New York
$106M +$2.89M 5 0.36% Increased
65
APG Asset Management
APG Asset Management
Netherlands
$104M -$5.76M 3 0.21% Reduced
66
Wellington Management Group
Wellington Management Group
Massachusetts
$99.6M -$4.28M 4 0.03% Reduced
67
BlackRock Investment Management
BlackRock Investment Management
Delaware
$97.4M -$16.3M 11 0.14% Reduced
68
First Manhattan
First Manhattan
New York
$97.2M -$536K 8 0.57% Reduced
69
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$91.9M -$2.68M 1 1.64% Reduced
70
Guggenheim Capital
Guggenheim Capital
Illinois
$91M +$6.83M 7 0.22% Increased
71
Allianz Asset Management
Allianz Asset Management
Germany
$86.8M -$17M 4 0.1% Reduced
72
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$86.7M -$3.86M 10 0.19% Reduced
73
Franklin Resources
Franklin Resources
California
$86.2M -$2.73M 3 0.04% Reduced
74
OFM
Okumus Fund Management
Cayman Islands
$85.6M +$105M 1 16.09% New
75
BlackRock
BlackRock
New York
$83.3M +$17.8M 9 0.12% Increased
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