← 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$237M -$38.2M 6 0.19% Reduced
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$236M +$14.7M 7 0.22% Increased
53
Wells Fargo
Wells Fargo
California
$219M -$243K 21 0.07% Reduced
54
Credit Suisse
Credit Suisse
Switzerland
$219M +$22.2M 19 0.24% Increased
55
ACM
Anomaly Capital Management
New York
$210M -$35.5M 1 11.3% Reduced
56
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M -$15.9M 18 0.37% Reduced
57
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$202M +$142M 9 0.3% Increased
58
WPL
WINDACRE PARTNERSHIP LLC
Texas
$199M -$2.48M 1 3.33% Reduced
59
William Blair Investment Management
William Blair Investment Management
Illinois
$191M +$8.37M 2 0.75% Increased
60
VSCP
Vesey Street Capital Partners
New York
$189M $0 1 100% Maintained
61
Pzena Investment Management
Pzena Investment Management
New York
$184M -$999K 1 0.91% Reduced
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$180M +$14.4M 19 0.27% Increased
63
Principal Financial Group
Principal Financial Group
Iowa
$178M -$26.1M 16 0.14% Reduced
64
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$177M +$131M 6 0.68% Increased
65
Baird Financial Group
Baird Financial Group
Wisconsin
$169M -$9.65M 9 0.5% Reduced
66
Wasatch Advisors
Wasatch Advisors
Utah
$167M +$41.1M 2 1.16% Increased
67
SC
SkyKnight Capital
California
$167M $0 1 96.04% Maintained
68
BDT Capital Partners
BDT Capital Partners
Illinois
$165M $0 1 49.5% Maintained
69
Deerfield Management
Deerfield Management
New York
$164M -$60.2M 2 3.27% Reduced
70
Bridgewater Associates
Bridgewater Associates
Connecticut
$159M +$803K 10 0.8% Increased
71
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$159M +$5.19M 1 4.18% Increased
72
CP
Coho Partners
Pennsylvania
$156M +$6.55M 1 2.93% Increased
73
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$155M +$14.9M 20 0.05% Increased
74
BAMCO Inc
BAMCO Inc
New York
$149M +$17.6M 3 0.48% Increased
75
UBS Group
UBS Group
Switzerland
$149M +$56.5M 22 0.07% Increased