← 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.4M +$51.3M 9 0.16% Increased
77
HCM
Holland Capital Management
Illinois
$95.9M +$16.2M 1 2.22% Increased
78
Credit Suisse
Credit Suisse
Switzerland
$95.3M -$7.36M 10 0.09% Reduced
79
BlackRock Investment Management
BlackRock Investment Management
Delaware
$89.8M +$6.51M 10 0.15% Increased
80
Harding Loevner
Harding Loevner
New Jersey
$89M -$21.2M 1 0.79% Reduced
81
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$87.4M -$6.53M 5 0.23% Reduced
82
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$87.3M -$12.6M 7 0.02% Reduced
83
Charles Schwab
Charles Schwab
California
$86.2M +$5.87M 9 0.18% Increased
84
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$85.5M -$23.5K 3 0.18% Reduced
85
HSBC Holdings
HSBC Holdings
United Kingdom
$85.4M +$20.8M 7 0.23% Increased
86
APG Asset Management
APG Asset Management
Netherlands
$84.4M -$4.26M 4 0.27% Reduced
87
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$80.1M -$3.75M 10 0.22% Reduced
88
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$79.2M +$6.51M 6 0.5% Increased
89
VAM
Visium Asset Management
New York
$77.7M +$23.8M 5 1.76% Increased
90
Perkins Investment Management
Perkins Investment Management
Illinois
$76.7M +$7.06M 1 0.53% Increased
91
UBS
UBS
Switzerland
$74.6M +$7.81M 10 0.08% Increased
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$74.1M +$4.1M 9 0.23% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$73.8M +$2.33M 9 0.22% Increased
94
Franklin Resources
Franklin Resources
California
$73.1M -$8.94M 3 0.04% Reduced
95
Citigroup
Citigroup
New York
$72.8M +$31M 10 0.07% Increased
96
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$72.7M $0 1 0.24% Maintained
97
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$71.6M -$2.74M 8 0.23% Reduced
98
BCPEM
Bain Capital Public Equity Management
Massachusetts
$70.8M -$33.3M 1 1.78% Reduced
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$70.5M -$1.3M 6 0.19% Reduced
100
Guggenheim Capital
Guggenheim Capital
Illinois
$68.9M +$8.14M 8 0.25% Increased