← 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
$152M -$16.9M 10 0.23% Reduced
52
Neuberger Berman Group
Neuberger Berman Group
New York
$149M +$419K 4 0.17% Increased
53
AG
Artal Group
Luxembourg
$143M $0 1 6.15% Maintained
54
UBS AM
UBS AM
Illinois
$142M -$2.77M 8 0.14% Reduced
55
HCM
Huber Capital Management
California
$140M +$14.3M 2 4.06% Increased
56
Guggenheim Capital
Guggenheim Capital
Illinois
$136M -$2.36M 7 0.33% Reduced
57
Manning & Napier Advisors
Manning & Napier Advisors
New York
$132M +$4.64M 3 0.57% Increased
58
Millennium Management
Millennium Management
New York
$131M +$101M 6 0.25% Increased
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$130M +$270K 9 0.19% Increased
60
JP Morgan Chase
JP Morgan Chase
New York
$128M -$22.9M 8 0.03% Reduced
61
Charles Schwab
Charles Schwab
California
$127M +$123K 9 0.18% Increased
62
Wellington Management Group
Wellington Management Group
Massachusetts
$126M +$101K 4 0.03% Increased
63
Nordea Investment Management
Nordea Investment Management
Sweden
$124M -$40.2M 4 0.43% Reduced
64
BlackRock Investment Management
BlackRock Investment Management
Delaware
$121M +$7.49M 10 0.15% Increased
65
Nicholas Company
Nicholas Company
Wisconsin
$120M +$5.96M 2 2.11% Increased
66
Ameriprise
Ameriprise
Minnesota
$118M -$10.2M 9 0.07% Reduced
67
APG Asset Management
APG Asset Management
Netherlands
$117M -$6.47M 3 0.23% Reduced
68
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$111M +$3.46M 10 0.22% Increased
69
CBOA
Commonwealth Bank of Australia
Australia
$110M -$73.6M 4 1.46% Reduced
70
Comerica Bank
Comerica Bank
Texas
$110M +$42.7M 8 0.47% Increased
71
Soros Fund Management
Soros Fund Management
New York
$108M -$71.6M 1 1.01% Reduced
72
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$107M +$127K 3 0.19% Increased
73
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$105M +$34.8K 2 0.29% Increased
74
ROIC
Route One Investment Company
California
$104M +$5.82M 1 8.34% Increased
75
River Road Asset Management
River Road Asset Management
Kentucky
$101M -$4.53M 1 1.49% Reduced
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