← 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
$115M -$394K 5 0.73% Reduced
77
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$113M -$189K 3 0.18% Reduced
78
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$113M +$850K 2 0.71% Increased
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$111M +$1.98M 10 0.26% Increased
80
Citadel Advisors
Citadel Advisors
Florida
$111M -$16.6M 11 0.1% Reduced
81
Cambiar Investors
Cambiar Investors
Colorado
$110M +$7.66M 2 1.83% Increased
82
Ruffer LLP
Ruffer LLP
United Kingdom
$106M +$99.7M 1 6.33% New
83
UBS Group
UBS Group
Switzerland
$106M -$65.2M 13 0.06% Reduced
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$105M -$6M 10 0.21% Reduced
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$105M -$304K 4 0.21% Reduced
86
Russell Investments Group
Russell Investments Group
United Kingdom
$104M +$5.6M 11 0.19% Increased
87
UBS O'Connor
UBS O'Connor
Illinois
$104M -$51.9M 4 1.75% Reduced
88
TD Asset Management
TD Asset Management
Ontario, Canada
$102M +$38.8M 7 0.16% Increased
89
MIHAS
Maj Invest Holding A/S
Denmark
$99.6M +$97M 1 7.17% New
90
NFA
Nationwide Fund Advisors
Ohio
$98.2M -$14.6M 10 0.39% Reduced
91
First Trust Advisors
First Trust Advisors
Illinois
$95.2M +$1.54M 10 0.26% Increased
92
Adage Capital Partners
Adage Capital Partners
Massachusetts
$94M -$102M 2 0.24% Reduced
93
HSBC Holdings
HSBC Holdings
United Kingdom
$88.9M +$20.4M 8 0.19% Increased
94
PointState Capital
PointState Capital
New York
$87.2M -$37.6M 1 0.91% Reduced
95
KCM
Kensico Capital Management
Connecticut
$82.9M +$77.8M 1 1.38% New
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$79.4M -$2.84M 8 0.2% Reduced
97
VOYA Investment Management
VOYA Investment Management
Georgia
$77.8M +$8.18M 9 0.18% Increased
98
Gotham Asset Management
Gotham Asset Management
New York
$77.8M -$13.4M 6 0.99% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$77.4M -$977K 8 0.22% Reduced
100
Asset Management One
Asset Management One
Japan
$77M +$1.06M 5 0.2% Increased