← 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
BlackRock Investment Management
BlackRock Investment Management
Delaware
$94.4M +$799K 10 0.14% Increased
77
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$93.9M +$1.25M 5 0.23% Increased
78
Scout Investments
Scout Investments
Missouri
$92M +$82M 2 1.06% Increased
79
Winton Capital Management
Winton Capital Management
United Kingdom
$91.5M +$30.9M 5 0.82% Increased
80
HCM
Huber Capital Management
California
$89.3M +$18.4M 2 2.45% Increased
81
VAM
Visium Asset Management
New York
$89.2M +$8.02M 6 1.75% Increased
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.2M -$14.3M 10 0.14% Reduced
83
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$88.1M -$29.9M 4 0.34% Reduced
84
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$87.7M -$2.95M 3 0.18% Reduced
85
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$86.8M -$252K 10 0.21% Reduced
86
American Century Companies
American Century Companies
Missouri
$85M -$37.9M 5 0.1% Reduced
87
Boston Partners
Boston Partners
Massachusetts
$83.8M +$16.5M 4 0.17% Increased
88
HCM
Herndon Capital Management
Georgia
$83.3M +$62.1M 1 1.05% Increased
89
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$81.5M -$32.8M 8 0.04% Reduced
90
Jennison Associates
Jennison Associates
New York
$80.8M -$57.6M 1 0.08% Reduced
91
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$80.8M $0 1 0.24% Maintained
92
HSBC Holdings
HSBC Holdings
United Kingdom
$80M -$13.6M 7 0.21% Reduced
93
HCM
Hoplite Capital Management
New York
$79.1M +$69.7M 1 2.23% New
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$79M +$516K 9 0.21% Increased
95
Perkins Investment Management
Perkins Investment Management
Illinois
$78.9M -$2.16M 1 0.55% Reduced
96
Franklin Resources
Franklin Resources
California
$77.4M -$2.27M 3 0.04% Reduced
97
VOYA Investment Management
VOYA Investment Management
Georgia
$76.5M -$44M 8 0.18% Reduced
98
Capital International Investors
Capital International Investors
California
$76.2M +$72.6M 1 0.24% New
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$74.9M -$1.06M 8 0.22% Reduced
100
Nicholas Company
Nicholas Company
Wisconsin
$74.8M +$6.91M 1 1.82% Increased