← 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$138M -$6.81M 3 0.45% Reduced
77
Allianz Asset Management
Allianz Asset Management
Germany
$135M -$74.7M 8 0.16% Reduced
78
OCA
OEP Capital Advisors
New York
$130M $0 1 100% Maintained
79
London Company of Virginia
London Company of Virginia
Virginia
$129M -$1.93M 1 0.73% Reduced
80
TIA
Tandem Investment Advisors
South Carolina
$128M -$1.69M 1 4.5% Reduced
81
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M -$10.4M 13 0.04% Reduced
82
KeyBank National Association
KeyBank National Association
Ohio
$126M +$19.1M 6 0.47% Increased
83
Bank of Montreal
Bank of Montreal
Ontario, Canada
$125M -$10M 12 0.06% Reduced
84
Baird Financial Group
Baird Financial Group
Wisconsin
$122M -$1.72M 9 0.21% Reduced
85
Aberdeen Group
Aberdeen Group
United Kingdom
$122M -$8.2M 5 0.21% Reduced
86
Voloridge Investment Management
Voloridge Investment Management
Florida
$119M +$61.6M 3 0.44% Increased
87
Prudential Financial
Prudential Financial
New Jersey
$119M +$22.6M 14 0.15% Increased
88
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$115M -$8.18M 2 0.25% Reduced
89
Wells Fargo
Wells Fargo
California
$114M +$4.98M 19 0.02% Increased
90
Two Sigma Investments
Two Sigma Investments
New York
$113M -$26.4M 14 0.2% Reduced
91
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$113M +$75.6M 4 0.18% Increased
92
Junto Capital Management
Junto Capital Management
New York
$112M +$41.8M 2 2.34% Increased
93
Raymond James Financial
Raymond James Financial
Florida
$112M +$5.36M 18 0.04% Increased
94
AustralianSuper
AustralianSuper
Australia
$112M +$25.5M 3 0.57% Increased
95
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$111M +$6.57M 8 0.09% Increased
96
CGC
Continental Grain Company
New York
$111M $0 1 30.84% Maintained
97
Dodge & Cox
Dodge & Cox
California
$109M -$9.3M 1 0.06% Reduced
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$109M +$6.65M 17 0.12% Increased
99
Neuberger Berman Group
Neuberger Berman Group
New York
$106M +$33.5M 11 0.08% Increased
100
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$106M +$9.31M 1 0.91% Increased