← 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
Man Group
Man Group
United Kingdom
$210M -$283M 0 – Closed
52
HSBC Holdings
HSBC Holdings
United Kingdom
$207M +$93.3M 7 0.22% Increased
53
BAMCO Inc
BAMCO Inc
New York
$207M +$48.1M 3 0.6% Increased
54
VSCP
Vesey Street Capital Partners
New York
$201M $0 1 100% Maintained
55
Deutsche Bank
Deutsche Bank
Germany
$200M -$17M 17 0.13% Reduced
56
Wells Fargo
Wells Fargo
California
$187M -$21.3M 21 0.05% Reduced
57
Two Sigma Investments
Two Sigma Investments
New York
$185M +$109M 13 0.5% Increased
58
Allspring Global Investments
Allspring Global Investments
North Carolina
$183M -$57.3M 17 0.33% Reduced
59
Credit Suisse
Credit Suisse
Switzerland
$182M +$12.8M 16 0.19% Increased
60
SPM
Sycamore Partners Management
New York
$182M $0 1 100% Maintained
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$179M -$2.63M 21 0.21% Reduced
62
ACM
Anomaly Capital Management
New York
$176M +$2.66M 1 8.06% Increased
63
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$175M +$114M 14 0.46% Increased
64
Victory Capital Management
Victory Capital Management
Texas
$170M +$3.59M 14 0.2% Increased
65
AllianceBernstein
AllianceBernstein
Tennessee
$170M +$12.1M 17 0.07% Increased
66
DFO
Duquesne Family Office
New York
$169M -$24.4M 1 6.06% Reduced
67
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$167M +$18.2M 6 0.24% Increased
68
Capital World Investors
Capital World Investors
California
$163M -$379M 2 0.03% Reduced
69
Principal Financial Group
Principal Financial Group
Iowa
$161M -$20.7M 16 0.12% Reduced
70
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$161M -$4.16M 9 0.95% Reduced
71
Voloridge Investment Management
Voloridge Investment Management
Florida
$157M +$92.7M 10 0.77% Increased
72
Aberdeen Group
Aberdeen Group
United Kingdom
$155M +$25.3M 4 0.4% Increased
73
William Blair Investment Management
William Blair Investment Management
Illinois
$152M -$37.1M 2 0.51% Reduced
74
Westfield Capital Management
Westfield Capital Management
Massachusetts
$145M +$42.6M 1 0.99% Increased
75
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$143M +$21.9M 6 0.44% Increased