← 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
Nuveen
Nuveen
North Carolina
$182M -$10.5M 18 0.05% Reduced
52
CCP
Clarkston Capital Partners
Michigan
$181M -$5.97M 3 3.91% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$173M +$318K 17 0.14% Increased
54
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$173M +$50.9M 2 0.31% Increased
55
Point72 Asset Management
Point72 Asset Management
Connecticut
$172M +$118M 5 0.29% Increased
56
Boston Partners
Boston Partners
Massachusetts
$161M -$16.1M 3 0.17% Reduced
57
Wellington Management Group
Wellington Management Group
Massachusetts
$159M -$17.1M 5 0.03% Reduced
58
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$154M -$22.3M 5 0.31% Reduced
59
AllianceBernstein
AllianceBernstein
Tennessee
$150M -$41.2M 16 0.05% Reduced
60
ROIC
Route One Investment Company
California
$147M +$117M 2 5.45% Increased
61
Principal Financial Group
Principal Financial Group
Iowa
$147M -$22.3M 9 0.07% Reduced
62
Balyasny Asset Management
Balyasny Asset Management
Illinois
$146M +$81.4M 11 0.19% Increased
63
Allianz Asset Management
Allianz Asset Management
Germany
$145M +$14.4M 6 0.16% Increased
64
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$144M -$5.12M 1 1.45% Reduced
65
HSBC Holdings
HSBC Holdings
United Kingdom
$143M -$18.2M 9 0.08% Reduced
66
Janus Henderson Group
Janus Henderson Group
$140M -$7.1M 13 0.06% Reduced
67
London Company of Virginia
London Company of Virginia
Virginia
$139M -$5.54M 1 0.77% Reduced
68
Squarepoint
Squarepoint
New York
$139M -$168M 13 0.14% Reduced
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$139M -$13.7M 5 0.08% Reduced
70
TIA
Tandem Investment Advisors
South Carolina
$138M +$2M 1 4.72% Increased
71
Fidelity International
Fidelity International
Bermuda
$133M +$24.2M 3 0.1% Increased
72
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$126M -$9.67M 2 1.64% Reduced
73
CGC
Continental Grain Company
New York
$124M $0 1 35.82% Maintained
74
OCA
OEP Capital Advisors
New York
$124M $0 1 100% Maintained
75
Victory Capital Management
Victory Capital Management
Texas
$123M -$28.9M 13 0.07% Reduced
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