← 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
Alyeska Investment Group
Alyeska Investment Group
Illinois
$121M +$118M 3 0.37% Increased
77
Neuberger Berman Group
Neuberger Berman Group
New York
$119M +$15.8M 11 0.09% Increased
78
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$117M -$28.1M 4 0.07% Reduced
79
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$117M -$8.02M 2 0.36% Reduced
80
Jane Street
Jane Street
New York
$116M +$42.3M 15 0.02% Increased
81
AustralianSuper
AustralianSuper
Australia
$114M -$1.87M 2 0.54% Reduced
82
CIP
Champlain Investment Partners
Vermont
$112M +$46.2M 3 0.85% Increased
83
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M -$11.2M 10 0.03% Reduced
84
Los Angeles Capital Management
Los Angeles Capital Management
California
$110M -$96.7M 6 0.37% Reduced
85
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$110M +$17.3M 4 1.77% Increased
86
Aberdeen Group
Aberdeen Group
United Kingdom
$109M -$649K 5 0.17% Reduced
87
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$107M -$7.19M 7 0.08% Reduced
88
Pacer Advisors
Pacer Advisors
Pennsylvania
$106M -$67.6M 8 0.27% Reduced
89
Russell Investments Group
Russell Investments Group
United Kingdom
$103M +$13M 17 0.12% Increased
90
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M +$41.9M 13 0.08% Increased
91
SPM
Sycamore Partners Management
New York
$102M $0 1 100% Maintained
92
Wells Fargo
Wells Fargo
California
$102M -$10.2M 18 0.02% Reduced
93
Quantinno Capital Management
Quantinno Capital Management
New York
$102M +$56.3M 14 0.28% Increased
94
Dodge & Cox
Dodge & Cox
California
$101M $0 1 0.05% Maintained
95
Brookfield Corp
Brookfield Corp
Ontario, Canada
$100M +$36.6M 1 0.12% Increased
96
Prudential Financial
Prudential Financial
New Jersey
$99.4M -$11.9M 11 0.12% Reduced
97
Gotham Asset Management
Gotham Asset Management
New York
$97.5M +$66.3M 8 0.42% Increased
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$97.2M -$9.7M 16 0.1% Reduced
99
Man Group
Man Group
United Kingdom
$97.1M -$46.5M 10 0.17% Reduced
100
Frontier Capital Management
Frontier Capital Management
Massachusetts
$95.8M -$50.2M 3 0.86% Reduced