← 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 O'Connor
UBS O'Connor
Illinois
$120M +$7.98M 3 1.96% Increased
77
Victory Capital Management
Victory Capital Management
Texas
$120M +$51.4M 8 0.28% Increased
78
Manning & Napier Advisors
Manning & Napier Advisors
New York
$118M +$93.4M 2 1.02% Increased
79
TD Asset Management
TD Asset Management
Ontario, Canada
$114M +$21.3M 6 0.18% Increased
80
GAMCO Investors
GAMCO Investors
Connecticut
$114M +$5.69M 5 0.73% Increased
81
Gabelli Funds
Gabelli Funds
New York
$113M +$594K 5 0.67% Increased
82
BRC
Blue Ridge Capital
New York
$112M +$32.7M 1 1.96% Increased
83
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$112M +$2.36M 2 0.71% Increased
84
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$112M +$3.88M 3 0.16% Increased
85
UBS Group
UBS Group
Switzerland
$109M -$10.2M 12 0.06% Reduced
86
MIHAS
Maj Invest Holding A/S
Denmark
$106M +$11.7M 1 7.29% Increased
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$106M +$4.62M 4 0.2% Increased
88
Balyasny Asset Management
Balyasny Asset Management
Illinois
$105M +$64.5M 4 0.43% Increased
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$105M -$5.2M 10 0.24% Reduced
90
KCM
Kensico Capital Management
Connecticut
$102M +$15.3M 1 1.57% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$96.8M -$8.26M 10 0.21% Reduced
92
Two Sigma Advisers
Two Sigma Advisers
New York
$92.2M -$23.9M 8 0.3% Reduced
93
Russell Investments Group
Russell Investments Group
United Kingdom
$92.2M -$11.7M 11 0.16% Reduced
94
NFA
Nationwide Fund Advisors
Ohio
$83.2M -$11.5M 10 0.33% Reduced
95
Nicholas Company
Nicholas Company
Wisconsin
$82.7M -$40.5M 3 1.84% Reduced
96
TCW Group
TCW Group
California
$81.4M -$28.3M 2 0.68% Reduced
97
HCM
Hitchwood Capital Management
New York
$80.6M +$1.32M 1 3.31% Increased
98
Congress Asset Management
Congress Asset Management
Massachusetts
$79.1M +$6.49M 1 1.42% Increased
99
Macquarie Group
Macquarie Group
Australia
$77.6M +$14.9M 5 0.14% Increased
100
Asset Management One
Asset Management One
Japan
$77.4M +$4.47M 5 0.2% Increased