← 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
Citadel Advisors
Citadel Advisors
Florida
$179M -$53.7M 8 0.2% Reduced
52
Charles Schwab
Charles Schwab
California
$177M +$6.65M 9 0.22% Increased
53
Boston Partners
Boston Partners
Massachusetts
$177M +$8.65M 4 0.26% Increased
54
Prudential Financial
Prudential Financial
New Jersey
$176M +$36.1M 7 0.3% Increased
55
UBS AM
UBS AM
Illinois
$162M +$13.9M 8 0.18% Increased
56
UBS O'Connor
UBS O'Connor
Illinois
$162M -$157M 2 3.49% Reduced
57
Swiss National Bank
Swiss National Bank
Switzerland
$159M +$9.33M 8 0.26% Increased
58
ICP
Indus Capital Partners
New York
$154M +$8.85M 1 14.92% Increased
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$150M -$6.92M 9 0.24% Reduced
60
Nordea Investment Management
Nordea Investment Management
Sweden
$141M -$66.9M 4 0.39% Reduced
61
Nicholas Company
Nicholas Company
Wisconsin
$141M +$253K 2 2.84% Increased
62
UBS Group
UBS Group
Switzerland
$139M -$20.6M 11 0.09% Reduced
63
BlackRock Investment Management
BlackRock Investment Management
Delaware
$136M +$1.82M 9 0.17% Increased
64
Perkins Investment Management
Perkins Investment Management
Illinois
$135M +$36.3M 1 2.04% Increased
65
Alyeska Investment Group
Alyeska Investment Group
Illinois
$135M +$34.5M 2 1.27% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$132M +$5.37M 9 0.19% Increased
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$130M -$1.76M 3 0.22% Reduced
68
CBOA
Commonwealth Bank of Australia
Australia
$130M -$558K 3 1.53% Reduced
69
DVI
Deccan Value Investors
Connecticut
$125M -$34.8M 1 14.75% Reduced
70
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$123M +$3.97M 10 0.19% Increased
71
Manning & Napier Advisors
Manning & Napier Advisors
New York
$123M -$40.5M 3 0.74% Reduced
72
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$117M +$42M 5 0.23% Increased
73
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$116M +$11.9M 2 0.81% Increased
74
Gates Capital Management
Gates Capital Management
New York
$113M +$12.1M 1 3.84% Increased
75
BlackRock
BlackRock
New York
$111M +$9.12M 9 0.17% Increased