← 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$150M -$1.75M 6 0.11% Reduced
77
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$150M -$9.04M 2 2.19% Reduced
78
Fidelity International
Fidelity International
Bermuda
$145M +$90.8M 3 0.15% Increased
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$142M +$1.39M 11 0.06% Increased
80
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$139M +$18.3M 12 0.3% Increased
81
Principal Financial Group
Principal Financial Group
Iowa
$138M -$39.7M 15 0.09% Reduced
82
WPL
WINDACRE PARTNERSHIP LLC
Texas
$136M -$4.83M 1 2.06% Reduced
83
Jennison Associates
Jennison Associates
New York
$136M +$59.5M 4 0.1% Increased
84
SEI Investments
SEI Investments
Pennsylvania
$135M -$16.8M 12 0.22% Reduced
85
First Trust Advisors
First Trust Advisors
Illinois
$133M -$94.2M 14 0.14% Reduced
86
PointState Capital
PointState Capital
New York
$131M -$7.96M 1 3.16% Reduced
87
Capital World Investors
Capital World Investors
California
$130M -$38.9M 1 0.02% Reduced
88
LCP
LGT Capital Partners
Switzerland
$125M +$109M 2 3.73% Increased
89
AGF Management
AGF Management
Ontario, Canada
$125M -$4.44M 4 0.74% Reduced
90
PCM
Parsifal Capital Management
Connecticut
$121M -$8.08M 1 8.29% Reduced
91
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$118M -$8.02M 1 1.11% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$118M -$4.09M 19 0.16% Reduced
93
Aberdeen Group
Aberdeen Group
United Kingdom
$117M -$56.5M 6 0.25% Reduced
94
Allianz Asset Management
Allianz Asset Management
Germany
$113M -$16.1M 7 0.18% Reduced
95
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$113M -$15.9M 13 0.13% Reduced
96
Westfield Capital Management
Westfield Capital Management
Massachusetts
$111M -$30.3M 1 0.65% Reduced
97
Victory Capital Management
Victory Capital Management
Texas
$110M -$81.5M 16 0.12% Reduced
98
KeyBank National Association
KeyBank National Association
Ohio
$109M +$62.5M 6 0.48% Increased
99
CCM
Candlestick Capital Management
Connecticut
$109M +$39.2M 2 2.34% Increased
100
ACM
Anomaly Capital Management
New York
$108M -$87M 1 4.67% Reduced