← 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
Wasatch Advisors
Wasatch Advisors
Utah
$160M -$15.4M 1 0.79% Reduced
77
First Trust Advisors
First Trust Advisors
Illinois
$156M -$5.15M 12 0.16% Reduced
78
AG
Artal Group
Luxembourg
$152M $0 1 6.35% Maintained
79
Bridgewater Associates
Bridgewater Associates
Connecticut
$151M +$43M 10 0.61% Increased
80
Gates Capital Management
Gates Capital Management
New York
$144M -$36.6M 1 4.39% Reduced
81
Citadel Advisors
Citadel Advisors
Florida
$143M -$235M 17 0.03% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$141M -$6.92M 17 0.19% Reduced
83
Congress Asset Management
Congress Asset Management
Massachusetts
$140M -$63K 2 1.19% Reduced
84
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M +$59.9M 14 0.09% Increased
85
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$136M +$104M 1 0.66% Increased
86
Envestnet Asset Management
Envestnet Asset Management
Illinois
$136M +$15.2M 13 0.07% Increased
87
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$135M +$49.7M 1 3.11% Increased
88
SC
SkyKnight Capital
California
$131M +$1M 1 91.7% Increased
89
ACM
American Capital Management
New York
$129M -$6.36M 1 3.8% Reduced
90
Point72 Asset Management
Point72 Asset Management
Connecticut
$125M -$25.8M 5 0.5% Reduced
91
Bellevue Group
Bellevue Group
Switzerland
$123M -$5.35M 2 1.43% Reduced
92
Nordea Investment Management
Nordea Investment Management
Sweden
$122M -$71.5M 5 0.15% Reduced
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$122M +$6.69M 17 0.13% Increased
94
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$120M +$2.08M 2 0.32% Increased
95
Man Group
Man Group
United Kingdom
$120M -$17.5M 14 0.42% Reduced
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$113M -$2.07M 15 0.23% Reduced
97
Allianz Asset Management
Allianz Asset Management
Germany
$113M +$8.32M 6 0.08% Increased
98
Driehaus Capital Management
Driehaus Capital Management
Illinois
$112M +$9.34M 3 1.37% Increased
99
Barclays
Barclays
United Kingdom
$112M -$31.2M 17 0.09% Reduced
100
SEI Investments
SEI Investments
Pennsylvania
$112M +$7.36M 12 0.22% Increased
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