← 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
Soros Fund Management
Soros Fund Management
New York
$130M +$66.8M 1 1.42% Increased
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$125M +$4.95M 10 0.08% Increased
53
Charles Schwab
Charles Schwab
California
$123M +$4.58M 9 0.18% Increased
54
RP
RR Partners
New York
$120M $0 1 3.76% Maintained
55
Ameriprise
Ameriprise
Minnesota
$119M -$41.9M 8 0.07% Reduced
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$118M -$9.22M 7 0.17% Reduced
57
Guggenheim Capital
Guggenheim Capital
Illinois
$118M +$20.6M 7 0.3% Increased
58
Millennium Management
Millennium Management
New York
$116M +$55.4M 9 0.25% Increased
59
APG Asset Management
APG Asset Management
Netherlands
$115M +$1.79M 4 0.22% Increased
60
Nicholas Company
Nicholas Company
Wisconsin
$114M -$15.1M 2 2.34% Reduced
61
Comerica Bank
Comerica Bank
Texas
$113M +$52.4M 8 0.49% Increased
62
Nordea Investment Management
Nordea Investment Management
Sweden
$113M +$112M 4 0.42% Increased
63
GTP
Global Thematic Partners
New York
$110M -$7.32M 1 1.73% Reduced
64
HCM
Holland Capital Management
Illinois
$109M -$9.84M 1 2.51% Reduced
65
River Road Asset Management
River Road Asset Management
Kentucky
$107M -$7.48M 1 1.53% Reduced
66
KI
Kalmar Investments
Delaware
$107M -$1.11M 2 1.98% Reduced
67
Wellington Management Group
Wellington Management Group
Massachusetts
$106M -$361K 3 0.03% Reduced
68
BlackRock Investment Management
BlackRock Investment Management
Delaware
$106M +$617K 11 0.14% Increased
69
Alyeska Investment Group
Alyeska Investment Group
Illinois
$97.8M +$94.6M 3 1.67% New
70
Adage Capital Partners
Adage Capital Partners
Massachusetts
$91.4M +$57.6M 1 0.22% Increased
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$89.5M -$1.86M 10 0.19% Reduced
72
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$89.4M +$4.23M 3 0.17% Increased
73
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$88.1M -$31.4M 2 0.63% Reduced
74
HSBC Holdings
HSBC Holdings
United Kingdom
$87M +$4.45M 5 0.18% Increased
75
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$86.9M $0 1 0.24% Maintained