← 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
76
Vanguard Asset Management
Vanguard Asset Management
$115M +$2.95M 13 0.08% Increased
77
Fidelity International
Fidelity International
Bermuda
$113M -$265M 4 0.08% Reduced
78
ROIC
Route One Investment Company
California
$110M +$1.67M 1 4.41% Increased
79
SPM
Sycamore Partners Management
New York
$109M $0 1 99.38% Maintained
80
Russell Investments Group
Russell Investments Group
United Kingdom
$105M -$906K 18 0.09% Reduced
81
SG Americas Securities
SG Americas Securities
New York
$101M +$1.84M 16 0.06% Increased
82
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$99.9M -$8.09M 19 0.05% Reduced
83
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$97.5M +$72.2M 5 0.33% Increased
84
Acadian Asset Management
Acadian Asset Management
Massachusetts
$96.6M +$44.5M 7 0.11% Increased
85
Brookfield Corp
Brookfield Corp
Ontario, Canada
$96.1M $0 1 0.12% Maintained
86
California Public Employees Retirement System
California Public Employees Retirement System
California
$93.6M -$2.07M 4 0.05% Reduced
87
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$91.2M +$7.9M 1 0.52% Increased
88
SC
SkyKnight Capital
California
$89.4M $0 1 94.98% Maintained
89
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$88.7M -$34.6M 3 0.13% Reduced
90
Nomura Holdings
Nomura Holdings
Japan
$88.3M +$69.2M 8 0.1% Increased
91
Dodge & Cox
Dodge & Cox
California
$86.5M $0 1 0.05% Maintained
92
Soleus Capital Management
Soleus Capital Management
Connecticut
$86.2M +$64.3M 1 2.97% Increased
93
Royal London Asset Management
Royal London Asset Management
United Kingdom
$86M -$1.83M 3 0.16% Reduced
94
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$85.9M +$19.8M 7 0.11% Increased
95
Allianz Asset Management
Allianz Asset Management
Germany
$82.9M -$61M 6 0.07% Reduced
96
Yacktman Asset Management
Yacktman Asset Management
Texas
$82.2M +$48.9M 2 1.02% Increased
97
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$81M +$39.3M 3 0.4% Increased
98
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$77.9M -$3.48M 7 0.04% Reduced
99
Reinhart Partners
Reinhart Partners
Wisconsin
$77.3M -$29.8M 1 1.76% Reduced
100
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.1M -$12.4M 11 0.02% Reduced