← 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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$105M -$188K 2 0.63% Reduced
77
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$103M -$11.1M 5 0.27% Reduced
78
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$97.5M -$5.85M 5 0.36% Reduced
79
First Trust Advisors
First Trust Advisors
Illinois
$96.3M -$90.9M 9 0.18% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$95.6M +$85K 11 0.19% Increased
81
Gabelli Funds
Gabelli Funds
New York
$94.5M -$2.97M 5 0.61% Reduced
82
TimesSquare Capital Management
TimesSquare Capital Management
New York
$94.2M -$84.8M 2 0.72% Reduced
83
Rockefeller Capital Management
Rockefeller Capital Management
New York
$92.7M +$72.7M 7 1.29% Increased
84
AllianceBernstein
AllianceBernstein
Tennessee
$92.4M -$6.54M 11 0.06% Reduced
85
UBS Group
UBS Group
Switzerland
$90.2M +$5.32M 14 0.03% Increased
86
OrbiMed
OrbiMed
New York
$89.2M $0 1 1.38% Maintained
87
Russell Investments Group
Russell Investments Group
United Kingdom
$87.7M -$17M 11 0.16% Reduced
88
Two Sigma Advisers
Two Sigma Advisers
New York
$84.3M -$144M 9 0.21% Reduced
89
Allianz Asset Management
Allianz Asset Management
Germany
$84.1M -$75.4M 8 0.08% Reduced
90
EC
Eminence Capital
New York
$83.4M +$86.5M 1 1.1% New
91
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.7M +$23.8M 11 0.09% Increased
92
Jennison Associates
Jennison Associates
New York
$78.6M -$1.54M 3 0.08% Reduced
93
ACM
American Capital Management
New York
$78.2M +$988K 1 3.35% Increased
94
Ninety One (UK)
Ninety One (UK)
United Kingdom
$77.7M -$3.63M 1 0.3% Reduced
95
DC
DPM Capital
Florida
$77.4M +$1.87M 1 44.71% Increased
96
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$76.8M -$1.54M 5 0.26% Reduced
97
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$76.6M -$1.56M 1 2.5% Reduced
98
London Company of Virginia
London Company of Virginia
Virginia
$75.7M +$1.52M 1 0.65% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$75.5M -$556K 10 0.2% Reduced
100
Federated Hermes
Federated Hermes
Pennsylvania
$74.7M -$5.07M 10 0.18% Reduced