← 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
DVI
Deccan Value Investors
Connecticut
$190M -$159M 1 8.65% Reduced
52
D.E. Shaw & Co
D.E. Shaw & Co
New York
$187M +$94.6M 9 0.19% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$186M -$41M 14 0.17% Reduced
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$176M +$46.7M 8 0.28% Increased
55
Credit Suisse
Credit Suisse
Switzerland
$176M -$38.3M 12 0.11% Reduced
56
River Road Asset Management
River Road Asset Management
Kentucky
$167M -$252K 1 2.73% Reduced
57
Principal Financial Group
Principal Financial Group
Iowa
$167M +$17.6M 13 0.14% Increased
58
London Company of Virginia
London Company of Virginia
Virginia
$166M +$11.4M 1 1.18% Increased
59
UBS Group
UBS Group
Switzerland
$166M +$19.8M 16 0.06% Increased
60
Los Angeles Capital Management
Los Angeles Capital Management
California
$157M +$8.43M 11 0.72% Increased
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$154M -$8.27M 13 0.24% Reduced
62
CP
Coho Partners
Pennsylvania
$154M +$1.23M 1 3.14% Increased
63
Citadel Advisors
Citadel Advisors
Florida
$153M +$50.3M 14 0.04% Increased
64
Wasatch Advisors
Wasatch Advisors
Utah
$146M -$677K 1 0.93% Reduced
65
BAMCO Inc
BAMCO Inc
New York
$144M +$15.9M 3 0.44% Increased
66
AllianceBernstein
AllianceBernstein
Tennessee
$143M +$622K 13 0.08% Increased
67
Acadian Asset Management
Acadian Asset Management
Massachusetts
$143M -$9.1M 10 0.6% Reduced
68
Neuberger Berman Group
Neuberger Berman Group
New York
$138M -$7.5M 7 0.16% Reduced
69
Baird Financial Group
Baird Financial Group
Wisconsin
$137M -$5.45M 7 0.47% Reduced
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$136M +$4.11M 13 0.22% Increased
71
GGHC
Gilder Gagnon Howe & Co
New York
$129M -$11.5M 1 0.79% Reduced
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$125M -$14.6M 15 0.15% Reduced
73
Prudential Financial
Prudential Financial
New Jersey
$121M +$34.5M 8 0.23% Increased
74
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$118M +$12.8M 8 0.77% Increased
75
Gates Capital Management
Gates Capital Management
New York
$116M +$10.1M 1 5.07% Increased
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