← 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
APG Asset Management
APG Asset Management
Netherlands
$89.1M -$18.5M 3 0.2% Reduced
77
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$88.1M +$3.71M 2 0.66% Increased
78
Swiss National Bank
Swiss National Bank
Switzerland
$86.8M +$7.64M 8 0.22% Increased
79
BlackRock
BlackRock
New York
$85.2M +$10.6M 10 0.13% Increased
80
GAMCO Investors
GAMCO Investors
Connecticut
$83.3M +$1.08M 4 0.55% Increased
81
River Road Asset Management
River Road Asset Management
Kentucky
$83.2M -$12.7M 1 1.29% Reduced
82
Gabelli Funds
Gabelli Funds
New York
$82.7M +$2.07M 4 0.49% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$82.6M +$1.4M 9 0.22% Increased
84
HCM
Holland Capital Management
Illinois
$79.3M -$5.06M 1 2.06% Reduced
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$77.3M +$1.29M 3 0.19% Increased
86
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$75.2M +$4.74M 6 0.03% Increased
87
ACM
Argent Capital Management
Missouri
$74.6M +$15.7M 1 3.72% Increased
88
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.4M +$18.1M 1 0.86% Increased
89
AQR Capital Management
AQR Capital Management
Connecticut
$73.3M +$57M 5 0.15% Increased
90
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$71.6M +$864K 7 0.2% Increased
91
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$71.4M +$4.02M 2 1.48% Increased
92
Allianz Asset Management
Allianz Asset Management
Germany
$71.3M -$14.8M 4 0.08% Reduced
93
Acadian Asset Management
Acadian Asset Management
Massachusetts
$70.8M +$21.6M 5 0.39% Increased
94
AllianceBernstein
AllianceBernstein
Tennessee
$70.7M +$244K 7 0.06% Increased
95
Los Angeles Capital Management
Los Angeles Capital Management
California
$69.8M +$6.53M 3 0.68% Increased
96
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$69.7M +$934K 10 0.24% Increased
97
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$69.4M +$8.58M 3 0.31% Increased
98
Royce & Associates
Royce & Associates
New York
$68.4M -$3.51M 3 0.36% Reduced
99
ING Group
ING Group
Netherlands
$65.4M -$9.31M 2 0.45% Reduced
100
HSBC Holdings
HSBC Holdings
United Kingdom
$64.7M -$1.97M 5 0.16% Reduced