← 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
Soros Fund Management
Soros Fund Management
New York
$82.6M -$152M 1 0.62% Reduced
77
GAMCO Investors
GAMCO Investors
Connecticut
$79.9M +$2.51M 4 0.43% Increased
78
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$79.8M -$1.09M 1 1.11% Reduced
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.3M +$15M 10 0.12% Increased
80
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$79.3M +$6.8K 2 0.3% Increased
81
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$79.2M $0 1 0.23% Maintained
82
HSBC Holdings
HSBC Holdings
United Kingdom
$78.8M -$10.9M 5 0.16% Reduced
83
TCM
Tiger Consumer Management
New York
$78.1M +$95.4M 1 3.89% New
84
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$77.7M -$4.45M 3 0.16% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$77.2M +$818K 9 0.19% Increased
86
ING Group
ING Group
Netherlands
$76.9M +$10.6M 3 0.45% Increased
87
PGGM Investments
PGGM Investments
Netherlands
$73.2M +$8.69M 3 0.35% Increased
88
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$72.1M -$14M 4 0.18% Reduced
89
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$72M -$30.8M 1 0.32% Reduced
90
AllianceBernstein
AllianceBernstein
Tennessee
$71.4M +$947K 9 0.06% Increased
91
Gabelli Funds
Gabelli Funds
New York
$70.7M +$6.98M 5 0.36% Increased
92
Perkins Investment Management
Perkins Investment Management
Illinois
$67.9M -$7.5M 1 0.62% Reduced
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$67.3M -$2.33M 6 0.18% Reduced
94
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$65.7M -$568K 2 0.39% Reduced
95
Principal Financial Group
Principal Financial Group
Iowa
$65.7M +$3.61M 8 0.11% Increased
96
Gotham Asset Management
Gotham Asset Management
New York
$65.1M -$25.4M 4 0.65% Reduced
97
Citadel Advisors
Citadel Advisors
Florida
$64.1M -$58.8M 7 0.07% Reduced
98
Millennium Management
Millennium Management
New York
$63.6M +$2.02M 9 0.16% Increased
99
HCM
Highline Capital Management
New York
$63M +$60.3M 1 2.46% New
100
Acadian Asset Management
Acadian Asset Management
Massachusetts
$62.9M -$12.2M 4 0.3% Reduced