← 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
GAMCO Investors
GAMCO Investors
Connecticut
$98.1M +$3.76M 4 0.65% Increased
77
Ameriprise
Ameriprise
Minnesota
$97.3M -$6.26M 8 0.06% Reduced
78
Two Sigma Investments
Two Sigma Investments
New York
$97M +$7.22M 8 0.46% Increased
79
Guggenheim Capital
Guggenheim Capital
Illinois
$96.7M +$1.46M 10 0.3% Increased
80
BlackRock
BlackRock
New York
$95.9M -$2.19M 9 0.15% Reduced
81
Gates Capital Management
Gates Capital Management
New York
$95.7M -$44.9M 1 3.6% Reduced
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$95.1M +$1.27M 3 0.21% Increased
83
Alyeska Investment Group
Alyeska Investment Group
Illinois
$95M +$22.9M 1 0.87% Increased
84
HCM
Huber Capital Management
California
$93.6M -$7.84M 2 3.76% Reduced
85
Gabelli Funds
Gabelli Funds
New York
$93.4M -$485K 4 0.56% Reduced
86
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$92.1M -$405K 2 1.79% Reduced
87
Balyasny Asset Management
Balyasny Asset Management
Illinois
$91.8M -$25.3M 5 0.55% Reduced
88
Perkins Investment Management
Perkins Investment Management
Illinois
$90.8M +$57M 2 1.37% Increased
89
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$89.8M +$22M 4 0.72% Increased
90
Prudential plc
Prudential plc
United Kingdom
$89.3M +$17.6M 4 0.36% Increased
91
Russell Frank Company
Russell Frank Company
Washington
$88.5M +$44.8M 9 0.16% Increased
92
ACM
Argent Capital Management
Missouri
$86.6M +$2.15M 1 3.94% Increased
93
C
Consulta
United Kingdom
$80.7M +$23.6M 1 9.87% Increased
94
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$79.4M +$1.92M 10 0.25% Increased
95
Wellington Management Group
Wellington Management Group
Massachusetts
$79M -$31.4M 6 0.02% Reduced
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$78M -$588K 8 0.21% Reduced
97
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$77.6M +$72.7M 4 0.74% New
98
Bank of Montreal
Bank of Montreal
Ontario, Canada
$76.7M +$27.6M 9 0.08% Increased
99
NFA
Nationwide Fund Advisors
Ohio
$74.5M +$11.7M 9 0.32% Increased
100
AllianceBernstein
AllianceBernstein
Tennessee
$74.3M -$1.85M 8 0.06% Reduced