← 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
AL
AJO LP
Pennsylvania
$115M +$82.8M 4 0.53% Increased
77
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$114M -$9.52M 3 0.29% Reduced
78
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$114M +$285K 3 0.2% Increased
79
Barclays
Barclays
United Kingdom
$113M +$33.4M 12 0.09% Increased
80
TD Asset Management
TD Asset Management
Ontario, Canada
$108M -$3.1M 6 0.16% Reduced
81
TimesSquare Capital Management
TimesSquare Capital Management
New York
$107M +$1.57M 1 0.73% Increased
82
Bank of Montreal
Bank of Montreal
Ontario, Canada
$106M +$45.8M 11 0.09% Increased
83
GAMCO Investors
GAMCO Investors
Connecticut
$106M -$3.19M 5 0.71% Reduced
84
Gabelli Funds
Gabelli Funds
New York
$103M -$11.9M 6 0.61% Reduced
85
OrbiMed
OrbiMed
New York
$103M +$79.5M 1 1.28% Increased
86
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$102M +$37.5M 6 2.24% Increased
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$95.1M -$4.35M 10 0.2% Reduced
88
CP
Coho Partners
Pennsylvania
$94.4M +$94.3M 1 2.48% New
89
Allianz Asset Management
Allianz Asset Management
Germany
$93.1M -$3.39M 9 0.09% Reduced
90
AllianceBernstein
AllianceBernstein
Tennessee
$93.1M -$3M 10 0.07% Reduced
91
1WCM
12 West Capital Management
New York
$91M +$38.8M 1 10.01% Increased
92
Harris Associates
Harris Associates
Illinois
$88.6M -$857K 1 0.15% Reduced
93
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.5M +$29M 6 0.14% Increased
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$81.8M -$2.72M 8 0.22% Reduced
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$81.8M -$60.6K 10 0.2% Reduced
96
Asset Management One
Asset Management One
Japan
$81.5M -$3.88M 4 0.18% Reduced
97
Brown Advisory
Brown Advisory
Maryland
$79.9M +$9.69M 5 0.26% Increased
98
ClearBridge Investments
ClearBridge Investments
New York
$78.8M -$518K 4 0.07% Reduced
99
Franklin Resources
Franklin Resources
California
$76.8M +$1.7M 4 0.04% Increased
100
Macquarie Group
Macquarie Group
Australia
$76.2M -$20.5M 8 0.14% Reduced
2 3
4
5 6