← 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
Allspring Global Investments
Allspring Global Investments
North Carolina
$244M -$69.6M 16 0.41% Reduced
52
Point72 Asset Management
Point72 Asset Management
Connecticut
$239M +$119M 8 1.01% Increased
53
ACM
Anomaly Capital Management
New York
$227M +$29.5M 1 11.43% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$223M -$5.89M 7 0.21% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$221M +$5.64M 15 0.16% Increased
56
Wells Fargo
Wells Fargo
California
$218M -$60.5M 21 0.07% Reduced
57
William Blair Investment Management
William Blair Investment Management
Illinois
$208M -$13.6M 2 0.77% Reduced
58
Deerfield Management
Deerfield Management
New York
$208M -$8.11M 2 4.28% Reduced
59
WPL
WINDACRE PARTNERSHIP LLC
Texas
$206M +$1.98M 1 4.33% Increased
60
Credit Suisse
Credit Suisse
Switzerland
$201M +$4.11M 20 0.21% Increased
61
BDT Capital Partners
BDT Capital Partners
Illinois
$194M $0 1 51.28% Maintained
62
INTECH Investment Management
INTECH Investment Management
Florida
$194M +$205M 3 1.11% New
63
VSCP
Vesey Street Capital Partners
New York
$174M $0 1 100% Maintained
64
Baird Financial Group
Baird Financial Group
Wisconsin
$169M +$2.23M 9 0.47% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$168M +$13.5M 19 0.25% Increased
66
Barclays
Barclays
United Kingdom
$164M +$56.1M 19 0.1% Increased
67
SC
SkyKnight Capital
California
$161M +$12.3M 1 94.55% Increased
68
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$159M -$40.4M 1 1.5% Reduced
69
Bridgewater Associates
Bridgewater Associates
Connecticut
$157M +$25.4M 10 0.67% Increased
70
CP
Coho Partners
Pennsylvania
$157M -$7.49M 1 2.92% Reduced
71
AllianceBernstein
AllianceBernstein
Tennessee
$152M -$1.43M 16 0.07% Reduced
72
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$144M -$12.4M 21 0.04% Reduced
73
Gates Capital Management
Gates Capital Management
New York
$143M +$52.4M 1 5.02% Increased
74
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$142M -$16.8M 1 3.79% Reduced
75
Wasatch Advisors
Wasatch Advisors
Utah
$140M +$25.6M 2 0.89% Increased
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