← 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
JP
Jana Partners
New York
$168M -$7.87M 1 3.44% Reduced
52
Swiss National Bank
Swiss National Bank
Switzerland
$167M +$424K 10 0.19% Increased
53
UBS AM
UBS AM
Illinois
$158M +$23.8M 9 0.14% Increased
54
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$157M -$765K 11 0.17% Reduced
55
CBOA
Commonwealth Bank of Australia
Australia
$155M +$455K 4 1.51% Increased
56
Ameriprise
Ameriprise
Minnesota
$154M -$20.7M 10 0.07% Reduced
57
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$149M +$14.6M 4 0.81% Increased
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$149M +$19.3M 12 0.07% Increased
59
PWAM
Park West Asset Management
California
$148M -$7.05M 2 8.82% Reduced
60
Ruffer LLP
Ruffer LLP
United Kingdom
$146M +$7.16M 2 6.3% Increased
61
TimesSquare Capital Management
TimesSquare Capital Management
New York
$137M -$2.02M 1 0.92% Reduced
62
Panagora Asset Management
Panagora Asset Management
Massachusetts
$136M -$33.4M 8 0.54% Reduced
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$136M +$2.88M 10 0.2% Increased
64
Cambiar Investors
Cambiar Investors
Colorado
$132M +$894K 1 2.07% Increased
65
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M +$29.6M 6 0.51% Increased
66
APG Asset Management
APG Asset Management
Netherlands
$127M -$9.15M 4 0.21% Reduced
67
First Trust Advisors
First Trust Advisors
Illinois
$126M +$7.29M 10 0.32% Increased
68
Bank of Montreal
Bank of Montreal
Ontario, Canada
$126M +$11M 11 0.12% Increased
69
UBS O'Connor
UBS O'Connor
Illinois
$124M +$9.67M 2 1.8% Increased
70
Jennison Associates
Jennison Associates
New York
$122M +$1.99M 2 0.12% Increased
71
Two Sigma Investments
Two Sigma Investments
New York
$119M +$52.9M 7 0.42% Increased
72
GAMCO Investors
GAMCO Investors
Connecticut
$116M -$241K 5 0.72% Reduced
73
BRC
Blue Ridge Capital
New York
$116M -$2.91M 1 2.09% Reduced
74
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$116M +$191K 7 1.9% Increased
75
Two Sigma Advisers
Two Sigma Advisers
New York
$116M +$28.1M 10 0.33% Increased