← 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
Teachers Advisors
Teachers Advisors
New York
$147M +$21.8M 9 0.27% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$146M +$1.36M 10 0.23% Increased
53
JP Morgan Chase
JP Morgan Chase
New York
$138M +$19.4M 10 0.03% Increased
54
Gates Capital Management
Gates Capital Management
New York
$137M -$12.4M 1 8.86% Reduced
55
Acadian Asset Management
Acadian Asset Management
Massachusetts
$135M +$64.9M 5 0.7% Increased
56
Nicholas Company
Nicholas Company
Wisconsin
$122M +$15.1M 2 2.28% Increased
57
BlackRock Investment Management
BlackRock Investment Management
Delaware
$121M +$754K 10 0.15% Increased
58
UBS AM
UBS AM
Illinois
$119M -$4.48M 8 0.14% Reduced
59
BlackRock Advisors
BlackRock Advisors
Delaware
$119M +$16.2M 9 0.13% Increased
60
ROIC
Route One Investment Company
California
$117M +$7.89M 1 7.14% Increased
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$115M +$11M 3 0.21% Increased
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$114M -$13M 9 0.18% Reduced
63
CBOA
Commonwealth Bank of Australia
Australia
$114M -$247K 4 1.46% Reduced
64
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$114M -$3.08M 10 0.19% Reduced
65
Balyasny Asset Management
Balyasny Asset Management
Illinois
$109M +$90.1M 3 0.76% Increased
66
Wellington Management Group
Wellington Management Group
Massachusetts
$106M -$97M 3 0.03% Reduced
67
Swiss National Bank
Swiss National Bank
Switzerland
$103M +$14.5M 8 0.25% Increased
68
Boston Partners
Boston Partners
Massachusetts
$97M +$6.12M 4 0.14% Increased
69
Ameriprise
Ameriprise
Minnesota
$95.5M -$12.5M 9 0.06% Reduced
70
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$93.5M +$7.45M 2 0.71% Increased
71
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$93M +$14.2M 7 0.04% Increased
72
BlackRock
BlackRock
New York
$92.7M +$6.53M 9 0.14% Increased
73
HCM
Huber Capital Management
California
$91.7M -$6.74M 2 3.26% Reduced
74
T
TOBAM
France
$90.7M -$27.5M 2 3.92% Reduced
75
Guggenheim Capital
Guggenheim Capital
Illinois
$89.9M -$23.8M 9 0.26% Reduced