← 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
First Trust Advisors
First Trust Advisors
Illinois
$166M +$786K 11 0.16% Increased
77
Wasatch Advisors
Wasatch Advisors
Utah
$159M -$8.71M 1 0.65% Reduced
78
Point72 Asset Management
Point72 Asset Management
Connecticut
$159M +$107M 5 0.63% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$157M -$1.5M 17 0.18% Reduced
80
MVP
Miller Value Partners
Florida
$151M +$24.2M 2 4.14% Increased
81
Congress Asset Management
Congress Asset Management
Massachusetts
$151M -$13M 2 1.15% Reduced
82
Barclays
Barclays
United Kingdom
$150M -$9.11M 11 0.06% Reduced
83
AllianceBernstein
AllianceBernstein
Tennessee
$148M -$13.1M 14 0.05% Reduced
84
DVI
Deccan Value Investors
Connecticut
$148M -$5.64M 1 5.8% Reduced
85
ACM
American Capital Management
New York
$145M -$335K 1 3.73% Reduced
86
Eagle Asset Management
Eagle Asset Management
Florida
$144M -$5.81M 3 0.63% Reduced
87
UBS Group
UBS Group
Switzerland
$144M +$10.3M 19 0.04% Increased
88
River Road Asset Management
River Road Asset Management
Kentucky
$144M -$31.7M 2 1.53% Reduced
89
Man Group
Man Group
United Kingdom
$138M -$35.5M 12 0.44% Reduced
90
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$136M -$51.1M 11 0.17% Reduced
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M +$9.32M 11 0.06% Increased
92
CIP
CAS Investment Partners
Connecticut
$125M +$2.76M 1 6.54% Increased
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$122M -$5.25M 16 0.12% Reduced
94
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$120M +$55.6M 13 0.23% Increased
95
Bellevue Group
Bellevue Group
Switzerland
$119M -$497K 2 1.23% Reduced
96
Russell Investments Group
Russell Investments Group
United Kingdom
$117M +$4.32M 14 0.19% Increased
97
Bridgewater Associates
Bridgewater Associates
Connecticut
$115M +$12.3M 10 0.67% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$114M +$30.2M 6 0.2% Increased
99
SEI Investments
SEI Investments
Pennsylvania
$113M -$2.54M 14 0.21% Reduced
100
BCM
Bronte Capital Management
Australia
$113M +$17.1M 1 7.44% Increased
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