← 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
Citigroup
Citigroup
New York
$116M +$5.7M 14 0.08% Increased
77
Millennium Management
Millennium Management
New York
$114M -$85.4M 16 0.14% Reduced
78
DC
DPM Capital
Florida
$114M $0 1 68.92% Maintained
79
Eagle Asset Management
Eagle Asset Management
Florida
$110M +$1.3M 4 0.57% Increased
80
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$109M +$57.4M 8 0.29% Increased
81
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$106M -$8.28M 9 0.27% Reduced
82
PAR Capital Management
PAR Capital Management
Massachusetts
$104M -$74.8M 1 3.95% Reduced
83
Man Group
Man Group
United Kingdom
$104M +$42M 7 0.41% Increased
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$104M -$16.6M 6 0.23% Reduced
85
AQR Capital Management
AQR Capital Management
Connecticut
$103M -$51.4M 8 0.17% Reduced
86
Russell Investments Group
Russell Investments Group
United Kingdom
$103M +$12.2M 13 0.22% Increased
87
Bank of Montreal
Bank of Montreal
Ontario, Canada
$102M +$19.1M 15 0.09% Increased
88
Nordea Investment Management
Nordea Investment Management
Sweden
$102M +$27M 5 0.19% Increased
89
ACM
American Capital Management
New York
$102M -$6.01M 1 3.74% Reduced
90
William Blair Investment Management
William Blair Investment Management
Illinois
$99.3M -$97.5M 2 0.39% Reduced
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$93.6M +$526K 11 0.21% Increased
92
First Trust Advisors
First Trust Advisors
Illinois
$93.4M +$27.8M 10 0.15% Increased
93
BCM
Bronte Capital Management
Australia
$93M -$1.11M 1 16.39% Reduced
94
SEI Investments
SEI Investments
Pennsylvania
$92.2M +$8.77M 11 0.27% Increased
95
TimesSquare Capital Management
TimesSquare Capital Management
New York
$92.1M -$31.9M 2 0.86% Reduced
96
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.1M +$6.4M 11 0.08% Increased
97
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$89.1M +$53.2M 8 0.41% Increased
98
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M -$18.8M 13 0.09% Reduced
99
Brown Advisory
Brown Advisory
Maryland
$88.7M -$4.56M 3 0.18% Reduced
100
Canada Life
Canada Life
Manitoba, Canada
$87.8M -$9.38M 11 0.19% Reduced
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