← 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
Gates Capital Management
Gates Capital Management
New York
$179M -$83M 2 4.31% Reduced
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$178M +$8.85M 11 0.18% Increased
53
SC
Sasco Capital
Connecticut
$174M -$34.3M 2 6.37% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$156M +$5.96M 9 0.21% Increased
55
MCMC
Matrix Capital Management Company
New Hampshire
$140M $0 1 5.01% Maintained
56
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$140M +$8.02M 2 0.82% Increased
57
Panagora Asset Management
Panagora Asset Management
Massachusetts
$139M -$14.3M 8 0.52% Reduced
58
Jennison Associates
Jennison Associates
New York
$138M +$1.62M 2 0.14% Increased
59
Two Sigma Advisers
Two Sigma Advisers
New York
$135M +$9.41M 9 0.36% Increased
60
First Trust Advisors
First Trust Advisors
Illinois
$134M +$4.97M 10 0.32% Increased
61
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$133M -$27.6M 4 0.32% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$131M +$3.12M 10 0.16% Increased
63
NCA
Newbrook Capital Advisors
New York
$130M +$121M 1 8.75% New
64
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$126M -$23.9K 7 2.08% Reduced
65
Two Sigma Investments
Two Sigma Investments
New York
$124M -$3.78M 8 0.4% Reduced
66
JP
Jana Partners
New York
$121M -$62.5M 1 3.21% Reduced
67
Gabelli Funds
Gabelli Funds
New York
$121M -$2.4M 6 0.69% Reduced
68
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$118M -$383K 3 0.15% Reduced
69
Principal Financial Group
Principal Financial Group
Iowa
$117M -$163M 10 0.11% Reduced
70
Boston Partners
Boston Partners
Massachusetts
$117M -$279M 4 0.14% Reduced
71
UBS O'Connor
UBS O'Connor
Illinois
$116M -$14.2M 2 2.06% Reduced
72
GAMCO Investors
GAMCO Investors
Connecticut
$116M -$6.45M 5 0.73% Reduced
73
TimesSquare Capital Management
TimesSquare Capital Management
New York
$115M -$43.9M 1 0.76% Reduced
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$114M -$19.2K 10 0.23% Reduced
75
Victory Capital Management
Victory Capital Management
Texas
$112M +$12M 10 0.24% Increased