← 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
UBS Group
UBS Group
Switzerland
$108M -$32.6M 9 0.06% Reduced
77
Cambiar Investors
Cambiar Investors
Colorado
$108M +$1.84M 2 1.57% Increased
78
Manning & Napier Advisors
Manning & Napier Advisors
New York
$107M -$174K 3 0.66% Reduced
79
BlackRock
BlackRock
New York
$107M +$3.1M 9 0.15% Increased
80
NFA
Nationwide Fund Advisors
Ohio
$106M +$29.5M 8 0.44% Increased
81
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$106M +$4.99M 2 0.71% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$105M +$905K 9 0.22% Increased
83
APG Asset Management
APG Asset Management
Netherlands
$104M +$33.7M 3 0.18% Increased
84
First Trust Advisors
First Trust Advisors
Illinois
$101M -$103M 9 0.3% Reduced
85
Guggenheim Capital
Guggenheim Capital
Illinois
$101M +$9.46M 8 0.31% Increased
86
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$99.6M +$21.7M 5 0.74% Increased
87
Gabelli Funds
Gabelli Funds
New York
$98.5M +$84.8K 4 0.58% Increased
88
GAMCO Investors
GAMCO Investors
Connecticut
$97.3M -$3.15M 4 0.63% Reduced
89
HCM
Huber Capital Management
California
$97.1M +$2.17M 2 3.83% Increased
90
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$95.6M -$24.3M 4 0.18% Reduced
91
ACM
Argent Capital Management
Missouri
$90.7M -$381K 1 3.89% Reduced
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$88M +$2.95M 9 0.24% Increased
93
AL
AJO LP
Pennsylvania
$83.9M -$105M 4 0.36% Reduced
94
OCAM
Owl Creek Asset Management
New York
$81.6M -$26M 1 3.53% Reduced
95
Ameriprise
Ameriprise
Minnesota
$81.6M -$8.5M 8 0.05% Reduced
96
Macquarie Group
Macquarie Group
Australia
$78.4M -$728K 4 0.15% Reduced
97
Two Sigma Advisers
Two Sigma Advisers
New York
$77.7M -$12.1M 8 0.33% Reduced
98
Gotham Asset Management
Gotham Asset Management
New York
$76.3M -$18.8M 4 0.99% Reduced
99
Allianz Asset Management
Allianz Asset Management
Germany
$75.7M +$38.7M 6 0.07% Increased
100
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.3M -$3.48M 8 0.2% Reduced
2 3
4
5 6