← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$255M +$83.9M 10 0.13% Increased
52
Deerfield Management
Deerfield Management
New York
$244M +$123M 2 4.33% Increased
53
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$237M -$94.7M 8 0.29% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$232M -$41.5M 14 0.15% Reduced
55
London Company of Virginia
London Company of Virginia
Virginia
$227M +$11.4M 1 1.21% Increased
56
Neuberger Berman Group
Neuberger Berman Group
New York
$226M +$41.7M 10 0.2% Increased
57
Fred Alger Management
Fred Alger Management
New York
$219M +$54.2M 1 0.52% Increased
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$210M -$53.6M 15 0.06% Reduced
59
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$200M -$35.8M 6 0.44% Reduced
60
D.E. Shaw & Co
D.E. Shaw & Co
New York
$197M -$12.4M 9 0.17% Reduced
61
CP
Coho Partners
Pennsylvania
$195M +$1.51M 1 3.05% Increased
62
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$194M +$36.8M 9 0.4% Increased
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$190M -$29.2M 6 0.14% Reduced
64
William Blair Investment Management
William Blair Investment Management
Illinois
$190M +$30.9M 2 0.6% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$186M -$5.87M 14 0.24% Reduced
66
Baird Financial Group
Baird Financial Group
Wisconsin
$182M +$14.6M 6 0.47% Increased
67
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$180M +$31.1M 1 1.82% Increased
68
UBS Group
UBS Group
Switzerland
$179M -$960K 16 0.06% Reduced
69
Ameriprise
Ameriprise
Minnesota
$177M +$1.76M 15 0.05% Increased
70
Eagle Asset Management
Eagle Asset Management
Florida
$176M -$34.8M 3 0.76% Reduced
71
Gates Capital Management
Gates Capital Management
New York
$172M +$3.03M 1 4.96% Increased
72
First Trust Advisors
First Trust Advisors
Illinois
$170M -$23.6M 14 0.18% Reduced
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$169M -$9.24M 14 0.21% Reduced
74
CCM
Candlestick Capital Management
Connecticut
$160M +$60.3M 2 3.59% Increased
75
Congress Asset Management
Congress Asset Management
Massachusetts
$160M -$34.2M 2 1.33% Reduced