← 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
ICP
Indus Capital Partners
New York
$172M +$8.57M 1 16.23% Increased
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$168M -$27.6M 10 0.1% Reduced
53
Charles Schwab
Charles Schwab
California
$159M -$11M 9 0.19% Reduced
54
Swiss National Bank
Swiss National Bank
Switzerland
$148M -$2.73M 8 0.24% Reduced
55
UBS AM
UBS AM
Illinois
$146M -$5.62M 8 0.16% Reduced
56
Prudential Financial
Prudential Financial
New Jersey
$146M -$27.5M 7 0.24% Reduced
57
Harding Loevner
Harding Loevner
New Jersey
$146M +$43.3M 2 1.05% Increased
58
Nordea Investment Management
Nordea Investment Management
Sweden
$144M +$7.62M 4 0.37% Increased
59
Bank of Montreal
Bank of Montreal
Ontario, Canada
$138M +$56.7M 9 0.15% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$135M -$9.32M 9 0.22% Reduced
61
Two Sigma Investments
Two Sigma Investments
New York
$133M +$27.5M 8 0.48% Increased
62
BlackRock Investment Management
BlackRock Investment Management
Delaware
$132M +$3.02M 9 0.16% Increased
63
Farallon Capital Management
Farallon Capital Management
California
$130M +$133M 1 1.9% New
64
CBOA
Commonwealth Bank of Australia
Australia
$130M -$3.05M 3 1.54% Reduced
65
Panagora Asset Management
Panagora Asset Management
Massachusetts
$128M +$24.9M 6 0.61% Increased
66
Citadel Advisors
Citadel Advisors
Florida
$126M -$43.8M 8 0.13% Reduced
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$125M +$6.3M 10 0.19% Increased
68
Gates Capital Management
Gates Capital Management
New York
$124M +$29.2M 1 4.47% Increased
69
William Blair Investment Management
William Blair Investment Management
Illinois
$121M +$13.9M 2 0.46% Increased
70
Nicholas Company
Nicholas Company
Wisconsin
$119M -$5.57M 2 2.61% Reduced
71
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$115M -$8.82M 3 0.19% Reduced
72
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$113M +$98.3M 3 0.71% Increased
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$112M +$16.4M 3 0.23% Increased
74
Perkins Investment Management
Perkins Investment Management
Illinois
$110M +$8.49M 1 1.52% Increased
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$109M -$19.4M 9 0.16% Reduced
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