← 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
American Century Companies
American Century Companies
Missouri
$192M +$115K 7 0.22% Increased
52
Teachers Advisors
Teachers Advisors
New York
$190M +$13M 11 0.27% Increased
53
Capital International Investors
Capital International Investors
California
$187M -$34M 1 0.09% Reduced
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$179M +$83.1M 4 0.19% Increased
55
Swiss National Bank
Swiss National Bank
Switzerland
$172M +$31.6M 11 0.22% Increased
56
Neuberger Berman Group
Neuberger Berman Group
New York
$171M -$120M 7 0.24% Reduced
57
Two Sigma Investments
Two Sigma Investments
New York
$171M +$24.9M 7 0.67% Increased
58
AL
AJO LP
Pennsylvania
$167M -$38.5M 5 0.94% Reduced
59
Acadian Asset Management
Acadian Asset Management
Massachusetts
$164M +$48.9M 8 0.81% Increased
60
Allianz Asset Management
Allianz Asset Management
Germany
$155M +$98M 8 0.17% Increased
61
Prudential Financial
Prudential Financial
New Jersey
$154M -$34.2M 10 0.27% Reduced
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$153M +$15.1M 11 0.21% Increased
63
First Trust Advisors
First Trust Advisors
Illinois
$146M +$55.5M 10 0.35% Increased
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$142M -$3.15M 11 0.21% Reduced
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$140M -$16.6M 13 0.07% Reduced
66
Viking Global Investors
Viking Global Investors
Connecticut
$134M +$167M 1 0.76% New
67
Gates Capital Management
Gates Capital Management
New York
$115M +$23.2M 1 6.31% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$112M -$18.1M 9 0.12% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$111M +$6.38M 11 0.24% Increased
70
Russell Investments Group
Russell Investments Group
United Kingdom
$111M +$1.25M 13 0.25% Increased
71
PAR Capital Management
PAR Capital Management
Massachusetts
$110M +$20.8M 1 1.84% Increased
72
OrbiMed
OrbiMed
New York
$105M -$84.5M 2 1.94% Reduced
73
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$104M -$4.86M 2 0.72% Reduced
74
GAMCO Investors
GAMCO Investors
Connecticut
$101M -$818K 5 0.86% Reduced
75
MCMC
Matrix Capital Management Company
New Hampshire
$99.8M $0 1 3.31% Maintained