← 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
AQR Capital Management
AQR Capital Management
Connecticut
$97M +$98.3M 6 0.34% New
77
TCM
Tiger Consumer Management
New York
$95.7M +$90.3M 1 3.38% New
78
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$94.6M +$95.1M 5 0.27% New
79
PGGM Investments
PGGM Investments
Netherlands
$92.5M +$93.7M 2 0.55% New
80
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$92.2M +$87M 10 0.08% New
81
DF Dent & Co
DF Dent & Co
Maryland
$90.6M +$95.3M 1 2.58% New
82
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$89.7M +$91.7M 3 0.2% New
83
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$87.1M +$87.3M 10 0.25% New
84
Teachers Advisors
Teachers Advisors
New York
$86.4M +$86.7M 9 0.23% New
85
Franklin Resources
Franklin Resources
California
$86.3M +$89.3M 3 0.05% New
86
HCM
Holland Capital Management
Illinois
$84.7M +$87.6M 1 2.14% New
87
APG Asset Management
APG Asset Management
Netherlands
$84.6M +$85.1M 4 0.26% New
88
BlackRock Investment Management
BlackRock Investment Management
Delaware
$84.1M +$85M 10 0.15% New
89
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.7M +$83.3M 1 0.3% New
90
Charles Schwab
Charles Schwab
California
$81.7M +$81.6M 9 0.18% New
91
American Century Companies
American Century Companies
Missouri
$78.6M +$80.5M 5 0.1% New
92
Los Angeles Capital Management
Los Angeles Capital Management
California
$77.6M +$77.6M 4 1.1% New
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75M +$76.1M 6 0.21% New
94
Managed Account Advisors
Managed Account Advisors
New Jersey
$73.9M +$73.6M 8 0.11% New
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$72.5M +$72.9M 8 0.24% New
96
LCS
Levin Capital Strategies
New York
$72.2M +$71.9M 1 1.3% New
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$70.7M +$71.2M 9 0.23% New
98
BCPEM
Bain Capital Public Equity Management
Massachusetts
$70.1M +$66.1M 1 1.64% New
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$69.6M +$70.1M 9 0.22% New
100
UBS
UBS
Switzerland
$69.2M +$69.2M 11 0.08% New