← 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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$112M -$14.6M 7 0.52% Reduced
77
Nicholas Company
Nicholas Company
Wisconsin
$112M -$3.68M 2 2.49% Reduced
78
JP Morgan Chase
JP Morgan Chase
New York
$111M -$120M 11 0.03% Reduced
79
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$109M +$81.4K 10 0.15% Increased
80
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$108M +$95.8M 7 2.13% Increased
81
NFA
Nationwide Fund Advisors
Ohio
$108M -$4.63M 9 0.45% Reduced
82
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$107M -$10.3M 3 0.17% Reduced
83
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$106M +$3.22M 2 0.68% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$104M -$2.01M 10 0.21% Reduced
85
Cambiar Investors
Cambiar Investors
Colorado
$102M -$2.1M 2 1.75% Reduced
86
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$101M +$11.8M 10 0.26% Increased
87
Farallon Capital Management
Farallon Capital Management
California
$101M $0 1 1.16% Maintained
88
Wellington Management Group
Wellington Management Group
Massachusetts
$98.5M +$24.5M 4 0.02% Increased
89
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$97.7M -$15.3M 4 0.2% Reduced
90
SCA
Southpoint Capital Advisors
New York
$96M +$86.5M 1 4.43% New
91
BlackRock
BlackRock
New York
$95.5M -$12.2M 11 0.14% Reduced
92
William Blair Investment Management
William Blair Investment Management
Illinois
$92.6M -$2.37M 2 0.37% Reduced
93
HCM
Huber Capital Management
California
$92.2M +$9.41M 3 3.54% Increased
94
Russell Investments Group
Russell Investments Group
United Kingdom
$91.5M +$86.9M 11 0.18% New
95
Two Sigma Investments
Two Sigma Investments
New York
$90.8M -$47.2M 8 0.35% Reduced
96
Two Sigma Advisers
Two Sigma Advisers
New York
$90.1M +$15.8M 9 0.34% Increased
97
First Trust Advisors
First Trust Advisors
Illinois
$88.1M -$12.3M 8 0.26% Reduced
98
Gotham Asset Management
Gotham Asset Management
New York
$87.4M +$7.24M 5 1.13% Increased
99
TCW Group
TCW Group
California
$86.6M +$10.9M 4 0.65% Increased
100
Discovery Capital Management
Discovery Capital Management
Connecticut
$86.5M +$77.9M 1 1.46% New