← 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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$261M +$196M 2 0.21% Increased
52
BAMCO Inc
BAMCO Inc
New York
$239M -$1.95M 3 0.64% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$237M -$1.01M 7 0.18% Reduced
54
Swiss National Bank
Swiss National Bank
Switzerland
$234M -$17.4M 16 0.17% Reduced
55
Deerfield Management
Deerfield Management
New York
$227M +$1.67M 6 4.19% Increased
56
UBS Group
UBS Group
Switzerland
$226M -$83.2M 20 0.07% Reduced
57
VSCP
Vesey Street Capital Partners
New York
$220M $0 1 100% Maintained
58
HSBC Holdings
HSBC Holdings
United Kingdom
$219M -$16.8M 10 0.19% Reduced
59
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M +$70.4M 21 0.05% Increased
60
TPG GP A
TPG GP A
Texas
$205M +$49.5M 1 3.31% Increased
61
Wells Fargo
Wells Fargo
California
$205M -$6.46M 21 0.05% Reduced
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$201M -$37.8M 15 0.18% Reduced
63
Credit Suisse
Credit Suisse
Switzerland
$198M -$274K 16 0.19% Reduced
64
Jane Street
Jane Street
New York
$189M +$93.6M 17 0.05% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$189M -$14.7M 20 0.2% Reduced
66
Allspring Global Investments
Allspring Global Investments
North Carolina
$184M -$25.2M 13 0.31% Reduced
67
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust
Michigan
$177M +$152M 1 5.64% New
68
Balyasny Asset Management
Balyasny Asset Management
Illinois
$176M +$23.6M 11 0.33% Increased
69
Farallon Capital Management
Farallon Capital Management
California
$174M +$69.5M 1 0.8% Increased
70
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$174M +$9.92M 6 0.43% Increased
71
Baird Financial Group
Baird Financial Group
Wisconsin
$165M +$1.14M 7 0.38% Increased
72
William Blair Investment Management
William Blair Investment Management
Illinois
$164M +$3.68M 1 0.48% Increased
73
Pacer Advisors
Pacer Advisors
Pennsylvania
$155M +$59.7M 8 0.44% Increased
74
Driehaus Capital Management
Driehaus Capital Management
Illinois
$152M +$2.06M 3 1.83% Increased
75
Frontier Capital Management
Frontier Capital Management
Massachusetts
$151M +$61.6M 1 1.52% Increased
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