← 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
Guggenheim Capital
Guggenheim Capital
Illinois
$80.9M +$10.5M 7 0.2% Increased
77
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$79.4M -$3.14M 2 0.3% Reduced
78
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$78.9M -$4.34M 3 0.16% Reduced
79
Gotham Asset Management
Gotham Asset Management
New York
$78.8M -$22.3M 5 0.99% Reduced
80
Perkins Investment Management
Perkins Investment Management
Illinois
$77.9M +$840K 1 0.63% Increased
81
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.4M -$20.8M 10 0.12% Reduced
82
GAMCO Investors
GAMCO Investors
Connecticut
$77.1M +$19.9M 4 0.4% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$76.8M -$189K 9 0.19% Reduced
84
Acadian Asset Management
Acadian Asset Management
Massachusetts
$75.6M +$15.8M 3 0.37% Increased
85
UBS O'Connor
UBS O'Connor
Illinois
$75.5M +$19M 2 0.48% Increased
86
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$72.7M +$190K 1 1.02% Increased
87
First Manhattan
First Manhattan
New York
$72.2M -$5.64M 7 0.46% Reduced
88
Teachers Advisors
Teachers Advisors
New York
$71.8M +$3.14M 9 0.15% Increased
89
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$71.1M $0 1 0.2% Maintained
90
PGGM Investments
PGGM Investments
Netherlands
$70.4M +$15.6M 3 0.34% Increased
91
UBS
UBS
Switzerland
$69.5M -$4.91M 10 0.05% Reduced
92
Adage Capital Partners
Adage Capital Partners
Massachusetts
$69.4M -$35.1M 1 0.18% Reduced
93
AllianceBernstein
AllianceBernstein
Tennessee
$69.4M -$4.9M 9 0.06% Reduced
94
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$67.2M -$1.68M 6 0.17% Reduced
95
Renaissance Technologies
Renaissance Technologies
New York
$66.1M -$11.2M 7 0.15% Reduced
96
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$65.2M -$565K 2 0.36% Reduced
97
VOYA Investment Management
VOYA Investment Management
Georgia
$64.7M -$6.15M 8 0.15% Reduced
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$64.7M -$6.27M 10 0.19% Reduced
99
Prudential Financial
Prudential Financial
New Jersey
$64M -$24.2M 7 0.11% Reduced
100
ING Group
ING Group
Netherlands
$63.5M +$12.1M 3 0.32% Increased
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