← 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
Citigroup
Citigroup
New York
$158M +$32.3M 20 0.07% Increased
52
Principal Financial Group
Principal Financial Group
Iowa
$156M +$30.9M 10 0.08% Increased
53
Neuberger Berman Group
Neuberger Berman Group
New York
$152M +$58.7M 9 0.12% Increased
54
Quantinno Capital Management
Quantinno Capital Management
New York
$150M +$28.9M 14 0.25% Increased
55
HSBC Holdings
HSBC Holdings
United Kingdom
$149M -$1.99M 11 0.08% Reduced
56
Voloridge Investment Management
Voloridge Investment Management
Florida
$144M +$42.8M 5 0.58% Increased
57
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$142M +$2.22M 18 0.12% Increased
58
Marshall Wace
Marshall Wace
United Kingdom
$139M -$56.6M 14 0.14% Reduced
59
Allianz Asset Management
Allianz Asset Management
Germany
$137M +$19.6M 7 0.14% Increased
60
Baupost Group
Baupost Group
Massachusetts
$136M $0 1 2.66% Maintained
61
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$136M +$30.9M 4 0.22% Increased
62
Pacer Advisors
Pacer Advisors
Pennsylvania
$134M -$16.6M 7 0.38% Reduced
63
AllianceBernstein
AllianceBernstein
Tennessee
$124M -$7.52M 17 0.04% Reduced
64
ROIC
Route One Investment Company
California
$121M +$1.06M 1 5.16% Increased
65
Reinhart Partners
Reinhart Partners
Wisconsin
$120M +$20.3M 1 3.45% Increased
66
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$117M +$127M 19 0.06% New
67
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$116M +$3.29M 9 0.2% Increased
68
Vanguard Asset Management
Vanguard Asset Management
$114M +$125M 13 0.1% New
69
Bank of Montreal
Bank of Montreal
Ontario, Canada
$114M +$3.86M 10 0.04% Increased
70
CGC
Continental Grain Company
New York
$111M +$22.3M 1 30.44% Increased
71
Gates Capital Management
Gates Capital Management
New York
$111M -$61.4M 1 3.04% Reduced
72
Gotham Asset Management
Gotham Asset Management
New York
$110M +$17.6M 8 0.34% Increased
73
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$109M -$18.7M 4 0.34% Reduced
74
William Blair Investment Management
William Blair Investment Management
Illinois
$107M -$4.03M 2 0.36% Reduced
75
Wells Fargo
Wells Fargo
California
$107M +$14M 19 0.02% Increased
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