← 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
Epoch Investment Partners
Epoch Investment Partners
New York
$90M -$59.1M 1 0.36% Reduced
77
Prudential Financial
Prudential Financial
New Jersey
$88.1M +$44.5M 7 0.16% Increased
78
Franklin Resources
Franklin Resources
California
$86.1M +$1.94M 3 0.04% Increased
79
HSBC Holdings
HSBC Holdings
United Kingdom
$82.1M +$5.95M 6 0.2% Increased
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$81.6M -$6.58M 4 0.2% Reduced
81
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$81M -$5.11M 3 0.17% Reduced
82
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$80.3M -$11.7M 2 0.31% Reduced
83
Perkins Investment Management
Perkins Investment Management
Illinois
$79.5M +$3.93M 1 0.61% Increased
84
Winton Capital Management
Winton Capital Management
United Kingdom
$79.2M -$6.97M 5 0.55% Reduced
85
First Manhattan
First Manhattan
New York
$79M +$6.95M 7 0.52% Increased
86
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$76.5M -$404K 3 0.59% Reduced
87
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$75.9M +$11.5M 1 1.11% Increased
88
Wasatch Advisors
Wasatch Advisors
Utah
$75.6M -$6.31M 2 0.73% Reduced
89
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.5M +$31M 8 0.46% Increased
90
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$74.4M $0 1 0.21% Maintained
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$74.3M +$309K 9 0.2% Increased
92
UBS
UBS
Switzerland
$73.6M +$6.8M 9 0.07% Increased
93
Millennium Management
Millennium Management
New York
$73M -$31.8M 8 0.21% Reduced
94
Renaissance Technologies
Renaissance Technologies
New York
$72.9M -$35.2M 6 0.17% Reduced
95
AllianceBernstein
AllianceBernstein
Tennessee
$72.7M -$242M 9 0.06% Reduced
96
VOYA Investment Management
VOYA Investment Management
Georgia
$71M -$1.7M 8 0.16% Reduced
97
Guggenheim Capital
Guggenheim Capital
Illinois
$70.4M +$1.87M 6 0.2% Increased
98
Scout Investments
Scout Investments
Missouri
$69M -$28.2M 2 0.79% Reduced
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$68.6M -$1.56M 10 0.2% Reduced
100
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$67.6M -$2.73M 6 0.18% Reduced