← 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 Group
UBS Group
Switzerland
$96.8M +$8.77M 15 0.04% Increased
77
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$92.8M -$869K 7 1.55% Reduced
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$92.5M +$6.46M 11 0.21% Increased
79
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$91.2M +$8.28M 2 2.91% Increased
80
AllianceBernstein
AllianceBernstein
Tennessee
$90.7M +$14.4M 11 0.07% Increased
81
Gabelli Funds
Gabelli Funds
New York
$90.1M +$2.29M 6 0.62% Increased
82
Barclays
Barclays
United Kingdom
$88.4M -$3.28M 13 0.07% Reduced
83
HMP
HS Management Partners
New York
$85.8M +$122M 1 3.06% New
84
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$84.7M +$14.1M 7 0.08% Increased
85
VOYA Investment Management
VOYA Investment Management
Georgia
$84.7M +$41.7M 11 0.21% Increased
86
CP
Coho Partners
Pennsylvania
$82M -$9.76M 1 2.08% Reduced
87
Asset Management One
Asset Management One
Japan
$81.9M +$22M 4 0.2% Increased
88
Jennison Associates
Jennison Associates
New York
$81.9M -$35.8M 4 0.09% Reduced
89
CIP
Champlain Investment Partners
Vermont
$81.5M +$12M 1 0.83% Increased
90
Federated Hermes
Federated Hermes
Pennsylvania
$80.7M +$23M 9 0.22% Increased
91
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$80.4M +$9.66M 6 0.21% Increased
92
Point72 Asset Management
Point72 Asset Management
Connecticut
$79.8M +$42.9M 4 0.39% Increased
93
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$79.1M +$12.4M 7 0.18% Increased
94
Los Angeles Capital Management
Los Angeles Capital Management
California
$77.6M -$8.44M 5 0.48% Reduced
95
Westfield Capital Management
Westfield Capital Management
Massachusetts
$77.5M -$2.29M 1 0.66% Reduced
96
HBK Investments
HBK Investments
Texas
$76.3M +$43.8M 8 0.81% Increased
97
TD Asset Management
TD Asset Management
Ontario, Canada
$75.7M -$7.13M 7 0.13% Reduced
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$75.7M +$2.44M 9 0.23% Increased
99
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$75.4M +$3.41M 6 0.14% Increased
100
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$74.5M +$52.8M 5 0.32% Increased