← 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
BlackRock Advisors
BlackRock Advisors
Delaware
$183M +$50.7M 9 0.19% Increased
52
DVI
Deccan Value Investors
Connecticut
$167M +$80M 1 14.63% Increased
53
Charles Schwab
Charles Schwab
California
$164M +$10.9M 9 0.22% Increased
54
Boston Partners
Boston Partners
Massachusetts
$163M +$55.5M 4 0.24% Increased
55
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M -$12.7M 10 0.1% Reduced
56
UBS Group
UBS Group
Switzerland
$157M +$81.6M 10 0.11% Increased
57
Manning & Napier Advisors
Manning & Napier Advisors
New York
$157M +$1.58M 3 0.91% Increased
58
ICP
Indus Capital Partners
New York
$153M -$38.8M 1 14.91% Reduced
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$151M -$2.84M 10 0.24% Reduced
60
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$144M +$35.7M 8 0.08% Increased
61
UBS AM
UBS AM
Illinois
$139M +$11.6M 8 0.16% Increased
62
Swiss National Bank
Swiss National Bank
Switzerland
$135M +$30.1M 8 0.25% Increased
63
Nicholas Company
Nicholas Company
Wisconsin
$133M +$3.46M 2 2.69% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$129M +$42.4M 7 0.23% Increased
65
BlackRock Investment Management
BlackRock Investment Management
Delaware
$128M -$452K 9 0.17% Reduced
66
Viking Global Investors
Viking Global Investors
Connecticut
$128M +$118M 1 0.56% New
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$124M +$2.77M 3 0.22% Increased
68
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$121M -$1.7M 9 0.18% Reduced
69
CBOA
Commonwealth Bank of Australia
Australia
$119M -$3.23M 3 1.46% Reduced
70
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$116M -$2.78M 10 0.19% Reduced
71
First Trust Advisors
First Trust Advisors
Illinois
$112M -$144M 7 0.36% Reduced
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$105M +$12.3M 9 0.22% Increased
73
Cambiar Investors
Cambiar Investors
Colorado
$101M +$94.3M 2 1.45% Increased
74
Macquarie Group
Macquarie Group
Australia
$101M +$21.5M 4 0.2% Increased
75
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$99.5M +$994K 2 0.7% Increased