← 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
$105M $0 1 2.81% Maintained
77
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$105M +$64K 7 1.91% Increased
78
NCA
Newbrook Capital Advisors
New York
$105M +$58.4M 1 8.55% Increased
79
Gabelli Funds
Gabelli Funds
New York
$103M +$401K 6 0.65% Increased
80
Balyasny Asset Management
Balyasny Asset Management
Illinois
$103M +$51.6M 7 0.69% Increased
81
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$102M -$9.9M 2 0.64% Reduced
82
TCCM
Two Creeks Capital Management
New York
$100M +$86.7M 1 6.76% Increased
83
CIP
Champlain Investment Partners
Vermont
$98.6M +$5.08M 1 0.86% Increased
84
AllianceBernstein
AllianceBernstein
Tennessee
$98M +$5.11M 11 0.06% Increased
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$95.8M +$1.14M 11 0.2% Increased
86
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$90.7M +$21.6M 5 0.2% Increased
87
Westfield Capital Management
Westfield Capital Management
Massachusetts
$89.9M -$8.91M 1 0.68% Reduced
88
Jennison Associates
Jennison Associates
New York
$89M -$4.71M 3 0.09% Reduced
89
UBS Group
UBS Group
Switzerland
$88.7M -$13M 15 0.04% Reduced
90
London Company of Virginia
London Company of Virginia
Virginia
$87.8M +$26.6M 1 0.75% Increased
91
Brown Advisory
Brown Advisory
Maryland
$86.5M +$4.1M 6 0.25% Increased
92
Citigroup
Citigroup
New York
$85.1M +$28.2M 13 0.08% Increased
93
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.1M +$14.9M 8 0.16% Increased
94
OrbiMed
OrbiMed
New York
$83.5M -$46.8M 1 1.29% Reduced
95
Baird Financial Group
Baird Financial Group
Wisconsin
$82.4M +$20M 4 0.48% Increased
96
CCM
Camber Capital Management
Massachusetts
$81.4M +$73.7M 1 4.06% Increased
97
Federated Hermes
Federated Hermes
Pennsylvania
$81.3M +$7.96M 9 0.2% Increased
98
Victory Capital Management
Victory Capital Management
Texas
$79.9M +$11.6M 10 0.18% Increased
99
Ninety One (UK)
Ninety One (UK)
United Kingdom
$78.8M +$8.18M 1 0.31% Increased
100
Prudential Financial
Prudential Financial
New Jersey
$77.8M -$74.8M 10 0.13% Reduced
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