← 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
Barclays
Barclays
United Kingdom
$287M +$109M 18 0.18% Increased
52
First Trust Advisors
First Trust Advisors
Illinois
$263M +$8.55M 15 0.3% Increased
53
Deutsche Bank
Deutsche Bank
Germany
$262M -$20.9M 18 0.14% Reduced
54
D.E. Shaw & Co
D.E. Shaw & Co
New York
$262M +$82.4M 16 0.27% Increased
55
Marshall Wace
Marshall Wace
United Kingdom
$259M -$55.1M 12 0.51% Reduced
56
Wells Fargo
Wells Fargo
California
$255M +$3.03M 20 0.07% Increased
57
VSCP
Vesey Street Capital Partners
New York
$253M $0 1 100% Maintained
58
TPG GP A
TPG GP A
Texas
$249M -$11M 1 3.65% Reduced
59
DFO
Duquesne Family Office
New York
$238M +$9.79M 1 8.26% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$236M -$1.81M 8 0.2% Reduced
61
Credit Suisse
Credit Suisse
Switzerland
$234M -$9.82M 16 0.23% Reduced
62
SPM
Sycamore Partners Management
New York
$231M $0 1 100% Maintained
63
Deerfield Management
Deerfield Management
New York
$225M +$21.2M 2 4.81% Increased
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$223M +$1.72M 20 0.25% Increased
65
BAMCO Inc
BAMCO Inc
New York
$218M +$9.87M 3 0.6% Increased
66
ACM
Anomaly Capital Management
New York
$216M -$64.9M 1 8.34% Reduced
67
Principal Financial Group
Principal Financial Group
Iowa
$215M -$30M 15 0.15% Reduced
68
VOYA Investment Management
VOYA Investment Management
Georgia
$212M +$33.6M 16 0.22% Increased
69
Driehaus Capital Management
Driehaus Capital Management
Illinois
$193M +$14.5M 5 2.44% Increased
70
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$190M -$54.4M 6 0.15% Reduced
71
Victory Capital Management
Victory Capital Management
Texas
$190M -$38.5M 13 0.21% Reduced
72
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$189M +$96.2M 4 0.29% Increased
73
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$188M -$8.17M 7 0.3% Reduced
74
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$188M -$44.1M 6 1.08% Reduced
75
SEI Investments
SEI Investments
Pennsylvania
$185M +$2.14M 15 0.32% Increased
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