← 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
Principal Financial Group
Principal Financial Group
Iowa
$197M +$24.3M 11 0.1% Increased
52
Los Angeles Capital Management
Los Angeles Capital Management
California
$196M -$22.4M 8 0.73% Reduced
53
Pacer Advisors
Pacer Advisors
Pennsylvania
$182M +$178M 7 0.45% Increased
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$180M +$2.32M 18 0.15% Increased
55
CCP
Clarkston Capital Partners
Michigan
$178M -$16.8M 2 3.77% Reduced
56
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$176M +$24.6M 7 0.06% Increased
57
Two Sigma Advisers
Two Sigma Advisers
New York
$175M -$17.1M 11 0.36% Reduced
58
Boston Partners
Boston Partners
Massachusetts
$174M -$48M 3 0.19% Reduced
59
SPM
Sycamore Partners Management
New York
$172M -$82.1M 1 100% Reduced
60
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$170M -$3.3M 7 0.38% Reduced
61
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$167M +$73.7M 10 0.12% Increased
62
Swedbank
Swedbank
Sweden
$165M +$31.2M 4 0.19% Increased
63
Frontier Capital Management
Frontier Capital Management
Massachusetts
$164M +$34.7M 3 1.51% Increased
64
Man Group
Man Group
United Kingdom
$163M +$92.9M 9 0.31% Increased
65
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$162M -$7.88M 1 1.55% Reduced
66
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$159M -$13.7M 2 2.1% Reduced
67
HSBC Holdings
HSBC Holdings
United Kingdom
$159M +$18.1M 12 0.1% Increased
68
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$156M +$137M 8 0.16% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$156M -$13.2M 6 0.1% Reduced
70
Victory Capital Management
Victory Capital Management
Texas
$151M +$49.9M 14 0.1% Increased
71
First Trust Advisors
First Trust Advisors
Illinois
$148M -$3.45M 11 0.12% Reduced
72
VSCP
Vesey Street Capital Partners
New York
$146M +$3.4M 1 100% Increased
73
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$145M -$6.65M 1 0.11% Reduced
74
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$142M +$5.14M 5 0.09% Increased
75
Deerfield Management
Deerfield Management
New York
$139M +$22.6M 4 2.51% Increased