← 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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$89.9M +$1.78M 2 0.6% Increased
77
ING Group
ING Group
Netherlands
$87.7M +$5.15M 4 0.44% Increased
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$87.5M $0 1 0.24% Maintained
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$87M -$1.44M 9 0.21% Reduced
80
BlackRock
BlackRock
New York
$85.5M +$598K 9 0.12% Increased
81
Boston Partners
Boston Partners
Massachusetts
$84.5M -$3.98M 4 0.13% Reduced
82
GAMCO Investors
GAMCO Investors
Connecticut
$84.3M +$3.29M 4 0.44% Increased
83
Swiss National Bank
Swiss National Bank
Switzerland
$83.2M +$23M 8 0.22% Increased
84
Royce & Associates
Royce & Associates
New York
$80.7M -$5.23M 4 0.31% Reduced
85
Gabelli Funds
Gabelli Funds
New York
$80.5M +$889K 4 0.41% Increased
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$80.2M -$2.63M 3 0.19% Reduced
87
Winton Group
Winton Group
United Kingdom
$80M +$52.9M 2 0.64% Increased
88
KI
Kalmar Investments
Delaware
$79.4M -$45.3M 1 1.48% Reduced
89
Teachers Advisors
Teachers Advisors
New York
$79.2M -$60.3M 9 0.15% Reduced
90
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$77.8M -$15.4M 3 0.58% Reduced
91
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$77.6M -$245K 6 0.2% Reduced
92
UBS Group
UBS Group
Switzerland
$77.6M -$97.1M 10 0.05% Reduced
93
AllianceBernstein
AllianceBernstein
Tennessee
$76.2M -$2.31M 9 0.06% Reduced
94
ROIC
Route One Investment Company
California
$75.8M +$35.9M 1 8.68% Increased
95
Panagora Asset Management
Panagora Asset Management
Massachusetts
$75.3M +$12.1M 7 0.38% Increased
96
HSBC Holdings
HSBC Holdings
United Kingdom
$75.2M -$15.6M 6 0.14% Reduced
97
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.4M -$10.3M 10 0.09% Reduced
98
NFA
Nationwide Fund Advisors
Ohio
$73.3M +$19M 9 0.3% Increased
99
Federated Hermes
Federated Hermes
Pennsylvania
$71.1M +$8.65M 8 0.22% Increased
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$70.6M -$478K 10 0.2% Reduced