← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$237M -$14.3M 6 0.17% Reduced
52
HSBC Holdings
HSBC Holdings
United Kingdom
$236M +$6.07M 11 0.16% Increased
53
UBS Group
UBS Group
Switzerland
$223M +$5.78M 22 0.06% Increased
54
Point72 Asset Management
Point72 Asset Management
Connecticut
$222M -$93.9M 7 0.54% Reduced
55
Wells Fargo
Wells Fargo
California
$216M +$2.38M 21 0.05% Increased
56
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$209M +$37.2M 6 0.49% Increased
57
Janus Henderson Group
Janus Henderson Group
$207M -$102M 17 0.11% Reduced
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$206M +$467K 20 0.2% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$195M -$15.9M 16 0.19% Reduced
60
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M -$27.3M 17 0.17% Reduced
61
Holocene Advisors
Holocene Advisors
New York
$192M -$92.9M 3 0.7% Reduced
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$191M -$39.8M 21 0.04% Reduced
63
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$188M +$153M 4 0.63% Increased
64
Baird Financial Group
Baird Financial Group
Wisconsin
$184M +$7.34M 7 0.39% Increased
65
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M +$31.5M 13 0.07% Increased
66
VSCP
Vesey Street Capital Partners
New York
$180M $0 1 100% Maintained
67
Principal Financial Group
Principal Financial Group
Iowa
$180M +$27.4M 14 0.11% Increased
68
TPG GP A
TPG GP A
Texas
$179M -$23.2M 1 3.42% Reduced
69
Artemis Investment Management
Artemis Investment Management
United Kingdom
$177M +$74.4M 2 2.23% Increased
70
Frontier Capital Management
Frontier Capital Management
Massachusetts
$172M +$12.1M 2 1.61% Increased
71
Marshall Wace
Marshall Wace
United Kingdom
$170M -$123M 11 0.26% Reduced
72
Neuberger Berman Group
Neuberger Berman Group
New York
$169M -$163M 9 0.14% Reduced
73
Fidelity International
Fidelity International
Bermuda
$169M +$2.07M 3 0.17% Increased
74
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$164M +$70.6K 2 2.18% Increased
75
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$164M -$309K 5 0.11% Reduced