← 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
TD Asset Management
TD Asset Management
Ontario, Canada
$112M -$6.27M 7 0.16% Reduced
77
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$109M -$3.35M 3 0.19% Reduced
78
Numeric Investors
Numeric Investors
Massachusetts
$107M -$1.04M 6 0.78% Reduced
79
UBS Group
UBS Group
Switzerland
$104M -$90.7M 11 0.04% Reduced
80
BRC
Blue Ridge Capital
New York
$98.2M -$39M 1 3.27% Reduced
81
Allianz Asset Management
Allianz Asset Management
Germany
$97.5M +$15.5M 8 0.08% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$94.2M -$1.29M 10 0.19% Reduced
83
AllianceBernstein
AllianceBernstein
Tennessee
$92.8M -$26.4M 10 0.07% Reduced
84
KCM
Kensico Capital Management
Connecticut
$91.7M -$106M 1 1.83% Reduced
85
Congress Asset Management
Congress Asset Management
Massachusetts
$91.3M +$1.96M 1 1.33% Increased
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$88.2M +$65.4M 7 0.21% Increased
87
PHS
PFM Health Sciences
California
$87.4M +$74.5M 1 2.07% New
88
Harris Associates
Harris Associates
Illinois
$86.8M -$17.2M 1 0.14% Reduced
89
Asset Management One
Asset Management One
Japan
$84M -$3.78M 4 0.19% Reduced
90
Ruffer LLP
Ruffer LLP
United Kingdom
$83.6M -$86.4M 2 3.39% Reduced
91
MIHAS
Maj Invest Holding A/S
Denmark
$83M -$26.6M 1 4.57% Reduced
92
Balyasny Asset Management
Balyasny Asset Management
Illinois
$81.2M -$59M 7 0.25% Reduced
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$80.6M -$1.1M 10 0.19% Reduced
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$80.1M -$2.69M 8 0.21% Reduced
95
Barclays
Barclays
United Kingdom
$76.9M +$31.3M 12 0.06% Increased
96
ClearBridge Investments
ClearBridge Investments
New York
$76.9M -$43.9K 4 0.07% Reduced
97
CC
Carlson Capital
Texas
$75.6M +$34.4M 2 1.29% Increased
98
Franklin Resources
Franklin Resources
California
$74.7M -$2.78M 4 0.04% Reduced
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.7M +$12.4M 13 0.08% Increased
100
Russell Investments Group
Russell Investments Group
United Kingdom
$74.5M -$4.15M 12 0.12% Reduced