← 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
Credit Suisse
Credit Suisse
Switzerland
$195M -$19.3M 13 0.14% Reduced
52
William Blair Investment Management
William Blair Investment Management
Illinois
$194M -$571K 2 0.79% Reduced
53
Millennium Management
Millennium Management
New York
$190M +$55.8M 13 0.26% Increased
54
LSV Asset Management
LSV Asset Management
Illinois
$186M +$47.2M 4 0.39% Increased
55
River Road Asset Management
River Road Asset Management
Kentucky
$166M +$21.5M 1 2.86% Increased
56
PAR Capital Management
PAR Capital Management
Massachusetts
$166M -$161M 1 6.35% Reduced
57
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$163M -$309K 12 0.27% Reduced
58
EC
Engaged Capital
California
$161M $0 1 17.35% Maintained
59
AQR Capital Management
AQR Capital Management
Connecticut
$151M +$13.3M 10 0.24% Increased
60
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$150M +$72.5M 10 0.28% Increased
61
CP
Coho Partners
Pennsylvania
$150M +$2.25M 1 3.26% Increased
62
London Company of Virginia
London Company of Virginia
Virginia
$149M +$40.5M 1 1.16% Increased
63
Baird Financial Group
Baird Financial Group
Wisconsin
$147M +$59.1M 7 0.55% Increased
64
Los Angeles Capital Management
Los Angeles Capital Management
California
$147M +$84.4M 9 0.71% Increased
65
UBS Group
UBS Group
Switzerland
$144M +$5.5M 16 0.06% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$141M -$12.8M 14 0.18% Reduced
67
AllianceBernstein
AllianceBernstein
Tennessee
$141M +$9.34M 12 0.08% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$136M +$6.58M 12 0.12% Increased
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$132M +$3.79M 13 0.23% Increased
70
Acadian Asset Management
Acadian Asset Management
Massachusetts
$129M +$11.5M 10 0.55% Increased
71
Neuberger Berman Group
Neuberger Berman Group
New York
$127M +$31.3M 7 0.16% Increased
72
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$125M +$3.56M 6 0.3% Increased
73
ACM
American Capital Management
New York
$120M -$109K 1 4.42% Reduced
74
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$116M +$27.1M 7 0.21% Increased
75
ClearBridge Investments
ClearBridge Investments
New York
$115M +$12.6M 4 0.1% Increased