← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$154M +$126M 8 0.62% Increased
52
Credit Suisse
Credit Suisse
Switzerland
$152M -$6.3M 12 0.13% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$131M +$11.4M 12 0.27% Increased
54
LSV Asset Management
LSV Asset Management
Illinois
$126M +$55.7M 4 0.31% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$126M -$13.3M 12 0.19% Reduced
56
River Road Asset Management
River Road Asset Management
Kentucky
$126M +$5.08M 1 2.81% Increased
57
CP
Coho Partners
Pennsylvania
$123M +$1.2M 1 3.17% Increased
58
AQR Capital Management
AQR Capital Management
Connecticut
$122M +$13.8M 9 0.2% Increased
59
UBS Group
UBS Group
Switzerland
$114M -$20.4M 14 0.05% Reduced
60
DC
DPM Capital
Florida
$109M $0 1 83.23% Maintained
61
AllianceBernstein
AllianceBernstein
Tennessee
$108M +$1.28M 12 0.08% Increased
62
Millennium Management
Millennium Management
New York
$105M -$21M 15 0.24% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$103M +$428K 12 0.22% Increased
64
First Trust Advisors
First Trust Advisors
Illinois
$99.9M -$62.5M 9 0.23% Reduced
65
Prudential Financial
Prudential Financial
New Jersey
$99.1M +$19.4M 8 0.22% Increased
66
D.E. Shaw & Co
D.E. Shaw & Co
New York
$98.9M -$100M 11 0.15% Reduced
67
Gates Capital Management
Gates Capital Management
New York
$98.1M -$73.7M 1 6.47% Reduced
68
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$97.8M +$2.59M 5 0.28% Increased
69
Principal Financial Group
Principal Financial Group
Iowa
$97.6M -$1.67M 11 0.11% Reduced
70
London Company of Virginia
London Company of Virginia
Virginia
$94.6M +$26.5M 1 0.9% Increased
71
GAMCO Investors
GAMCO Investors
Connecticut
$94.2M -$1.36M 5 1.11% Reduced
72
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.9M +$8.66M 12 0.1% Increased
73
ACM
American Capital Management
New York
$92.3M -$1.95M 1 4.49% Reduced
74
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$91.2M +$9.1M 7 0.16% Increased
75
Adage Capital Partners
Adage Capital Partners
Massachusetts
$90.2M +$27.5M 5 0.27% Increased