← 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
Manning & Napier Group
Manning & Napier Group
New York
$127M -$122M 2 1.25% Reduced
77
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$126M +$5.88M 3 0.15% Increased
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$125M -$327K 11 0.25% Reduced
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$123M +$5.99M 3 0.21% Increased
80
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$116M +$158K 6 1.73% Increased
81
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$115M -$4.18M 4 0.29% Reduced
82
GAMCO Investors
GAMCO Investors
Connecticut
$114M +$1.98M 5 0.78% Increased
83
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$113M +$6.47M 6 2.39% Increased
84
Man Group
Man Group
United Kingdom
$112M -$43.2M 10 0.46% Reduced
85
SC
Sasco Capital
Connecticut
$111M -$31.9M 1 4.43% Reduced
86
AllianceBernstein
AllianceBernstein
Tennessee
$109M +$9.13M 11 0.08% Increased
87
Gabelli Funds
Gabelli Funds
New York
$106M -$1.75M 6 0.63% Reduced
88
PAR Capital Management
PAR Capital Management
Massachusetts
$105M +$30.9M 1 1.18% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$103M -$4.57K 11 0.21% Reduced
90
Russell Investments Group
Russell Investments Group
United Kingdom
$102M -$21.3M 12 0.21% Reduced
91
Allianz Asset Management
Allianz Asset Management
Germany
$99.5M -$6.99M 9 0.1% Reduced
92
Barclays
Barclays
United Kingdom
$99.3M -$19.1M 13 0.09% Reduced
93
Marshall Wace North America
Marshall Wace North America
New York
$98M +$16.8M 6 0.55% Increased
94
UBS Group
UBS Group
Switzerland
$95M +$30.9M 14 0.04% Increased
95
CP
Coho Partners
Pennsylvania
$94.1M +$2.75M 1 2.32% Increased
96
Los Angeles Capital Management
Los Angeles Capital Management
California
$90.3M +$24.2M 5 0.5% Increased
97
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$89.7M +$25M 7 0.13% Increased
98
PHS
PFM Health Sciences
California
$89.2M +$44.1M 1 1.4% Increased
99
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$88.4M +$74.3M 3 0.26% Increased
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$87.9M +$746K 8 0.24% Increased