← 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
$229M -$63.4M 20 0.06% Reduced
52
JPM
JANA Partners Management
New York
$228M +$233M 1 11.85% New
53
Boston Partners
Boston Partners
Massachusetts
$227M +$192M 4 0.27% Increased
54
Two Sigma Advisers
Two Sigma Advisers
New York
$227M +$106M 13 0.53% Increased
55
Deerfield Management
Deerfield Management
New York
$227M -$62.2M 7 3.39% Reduced
56
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$214M +$58.5M 14 0.18% Increased
57
HSBC Holdings
HSBC Holdings
United Kingdom
$206M +$12.5M 12 0.12% Increased
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$204M +$11.6M 16 0.17% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$204M +$4.24M 19 0.18% Increased
60
First Trust Advisors
First Trust Advisors
Illinois
$203M -$59.8M 10 0.19% Reduced
61
CCP
Clarkston Capital Partners
Michigan
$202M +$107M 2 3.72% Increased
62
Two Sigma Investments
Two Sigma Investments
New York
$197M +$45.6M 15 0.43% Increased
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$195M -$21.2M 6 0.14% Reduced
64
Principal Financial Group
Principal Financial Group
Iowa
$192M +$7.47M 11 0.11% Increased
65
William Blair Investment Management
William Blair Investment Management
Illinois
$191M +$23.6M 1 0.47% Increased
66
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$188M -$29.9M 21 0.04% Reduced
67
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$177M -$2.81M 2 2.42% Reduced
68
GC
Greenvale Capital
United Kingdom
$171M -$5.59M 1 9.76% Reduced
69
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$167M +$5.03M 5 0.12% Increased
70
Allianz Asset Management
Allianz Asset Management
Germany
$166M +$7.49M 8 0.23% Increased
71
Allspring Global Investments
Allspring Global Investments
North Carolina
$165M +$28.5M 15 0.26% Increased
72
Aberdeen Group
Aberdeen Group
United Kingdom
$162M +$10.4M 5 0.3% Increased
73
OCA
OEP Capital Advisors
New York
$155M $0 1 100% Maintained
74
Frontier Capital Management
Frontier Capital Management
Massachusetts
$151M +$13M 3 1.42% Increased
75
VSCP
Vesey Street Capital Partners
New York
$149M $0 1 100% Maintained
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