← 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
T
TOBAM
France
$101M +$42.3M 2 3.69% Increased
77
ICP
Indus Capital Partners
New York
$101M +$58.1M 1 10.68% Increased
78
Prudential Financial
Prudential Financial
New Jersey
$101M -$22.4M 7 0.18% Reduced
79
Barclays
Barclays
United Kingdom
$101M +$42.8M 10 0.11% Increased
80
Soroban Capital Partners
Soroban Capital Partners
New York
$99.7M +$88M 1 0.68% New
81
Macquarie Group
Macquarie Group
Australia
$95.3M -$3.21M 5 0.19% Reduced
82
Boston Partners
Boston Partners
Massachusetts
$94.7M +$11.6M 4 0.14% Increased
83
Renaissance Technologies
Renaissance Technologies
New York
$93.4M +$55.3M 6 0.21% Increased
84
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$92.5M +$4.28M 2 0.63% Increased
85
HCM
Holland Capital Management
Illinois
$92.3M -$19M 1 2.2% Reduced
86
Allianz Asset Management
Allianz Asset Management
Germany
$91M +$32.1M 4 0.1% Increased
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$87.8M -$1.83M 9 0.21% Reduced
88
GAMCO Investors
GAMCO Investors
Connecticut
$86.8M -$793K 4 0.47% Reduced
89
Swiss National Bank
Swiss National Bank
Switzerland
$86.4M +$1.32M 8 0.22% Increased
90
Gabelli Funds
Gabelli Funds
New York
$86.1M +$678K 4 0.45% Increased
91
Teachers Advisors
Teachers Advisors
New York
$85.8M -$798K 9 0.16% Reduced
92
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$82.9M +$779K 3 0.19% Increased
93
BlackRock
BlackRock
New York
$81.8M -$8.3M 9 0.12% Reduced
94
ING Group
ING Group
Netherlands
$79.6M -$17.3M 2 0.43% Reduced
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$77M -$1.76M 7 0.2% Reduced
96
AllianceBernstein
AllianceBernstein
Tennessee
$76.3M -$4.28M 8 0.06% Reduced
97
Royce & Associates
Royce & Associates
New York
$75.5M -$4.18M 3 0.32% Reduced
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$74.5M +$3.76M 10 0.24% Increased
99
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$73.1M +$23.7M 9 0.03% Increased
100
Credit Agricole
Credit Agricole
France
$72.6M +$39M 4 0.34% Increased