← 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
MCMC
Matrix Capital Management Company
New Hampshire
$115M $0 1 3.68% Maintained
77
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$114M -$10M 10 0.15% Reduced
78
Gabelli Funds
Gabelli Funds
New York
$114M +$151K 5 0.65% Increased
79
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$109M +$5.21M 2 0.65% Increased
80
AllianceBernstein
AllianceBernstein
Tennessee
$109M -$128M 10 0.08% Reduced
81
TD Asset Management
TD Asset Management
Ontario, Canada
$106M -$674K 7 0.16% Reduced
82
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$104M -$1.74M 3 0.15% Reduced
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$103M +$730K 10 0.22% Increased
84
OCAM
Owl Creek Asset Management
New York
$102M -$56.6M 2 5.7% Reduced
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$99.8M -$1.38M 3 0.18% Reduced
86
Numeric Investors
Numeric Investors
Massachusetts
$97M -$20.5M 6 0.75% Reduced
87
Nordea Investment Management
Nordea Investment Management
Sweden
$95.4M +$95.1M 3 0.23% Increased
88
MIHAS
Maj Invest Holding A/S
Denmark
$93.9M -$3.71M 1 5.61% Reduced
89
Victory Capital Management
Victory Capital Management
Texas
$92.6M -$13.9M 9 0.21% Reduced
90
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$90.6M +$71.3M 4 0.82% Increased
91
Macquarie Group
Macquarie Group
Australia
$90.2M +$9.89M 7 0.16% Increased
92
Harris Associates
Harris Associates
Illinois
$87.4M +$52.2M 1 0.15% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$85.8M -$8.14M 10 0.19% Reduced
94
Farallon Capital Management
Farallon Capital Management
California
$85.5M -$57.5M 1 0.76% Reduced
95
Congress Asset Management
Congress Asset Management
Massachusetts
$81.2M +$2.97M 1 1.26% Increased
96
VOYA Investment Management
VOYA Investment Management
Georgia
$80.9M +$16.5M 10 0.17% Increased
97
Asset Management One
Asset Management One
Japan
$77.7M +$4.17M 5 0.18% Increased
98
Allianz Asset Management
Allianz Asset Management
Germany
$76.2M +$5.3M 9 0.07% Increased
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$75.7M +$45.1M 2 0.18% Increased
100
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$73.9M +$32.9M 5 0.15% Increased