← 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
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust
Michigan
$243M $0 1 5.8% Maintained
52
Barclays
Barclays
United Kingdom
$239M +$28.9M 20 0.07% Increased
53
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$233M -$25.3M 1 0.18% Reduced
54
Deerfield Management
Deerfield Management
New York
$224M +$6.72M 3 4.25% Increased
55
Swiss National Bank
Swiss National Bank
Switzerland
$223M -$13M 14 0.15% Reduced
56
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$214M +$105M 5 0.07% Increased
57
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$209M +$4.73M 4 0.7% Increased
58
First Trust Advisors
First Trust Advisors
Illinois
$208M +$25M 12 0.18% Increased
59
HSBC Holdings
HSBC Holdings
United Kingdom
$208M +$16.7M 11 0.12% Increased
60
Principal Financial Group
Principal Financial Group
Iowa
$207M +$11.9M 11 0.11% Increased
61
CCP
Clarkston Capital Partners
Michigan
$206M -$2.63M 2 3.95% Reduced
62
Gates Capital Management
Gates Capital Management
New York
$197M -$71.1M 2 3.7% Reduced
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$189M -$7.92M 19 0.17% Reduced
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$187M +$5.38M 6 0.12% Increased
65
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$185M -$9.54M 2 2.48% Reduced
66
William Blair Investment Management
William Blair Investment Management
Illinois
$183M +$11.4M 2 0.45% Increased
67
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$176M -$32M 12 0.14% Reduced
68
SEI Investments
SEI Investments
Pennsylvania
$173M +$47.4M 16 0.22% Increased
69
Los Angeles Capital Management
Los Angeles Capital Management
California
$171M +$65.6M 4 0.7% Increased
70
Two Sigma Investments
Two Sigma Investments
New York
$170M -$8.58M 16 0.37% Reduced
71
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M +$24.1M 9 0.25% Increased
72
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$164M -$7.6M 21 0.03% Reduced
73
Allspring Global Investments
Allspring Global Investments
North Carolina
$163M -$6.35M 8 0.26% Reduced
74
Dragoneer Investment Group
Dragoneer Investment Group
California
$161M +$169M 1 2.82% New
75
Frontier Capital Management
Frontier Capital Management
Massachusetts
$158M +$20.2M 3 1.5% Increased