← 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
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$118M -$12.3M 1 1.3% Reduced
77
Capital Research Global Investors
Capital Research Global Investors
California
$118M -$133M 1 0.02% Reduced
78
Bank of Montreal
Bank of Montreal
Ontario, Canada
$116M +$36.4M 10 0.04% Increased
79
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$116M -$39.4M 1 0.2% Reduced
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$114M -$6.25M 5 0.07% Reduced
81
Voloridge Investment Management
Voloridge Investment Management
Florida
$114M +$62.6M 5 0.4% Increased
82
Point72 Asset Management
Point72 Asset Management
Connecticut
$113M -$40.2M 9 0.13% Reduced
83
Victory Capital Management
Victory Capital Management
Texas
$111M +$590K 14 0.06% Increased
84
KBC Group
KBC Group
Belgium
$109M +$41M 6 0.25% Increased
85
Balyasny Asset Management
Balyasny Asset Management
Illinois
$109M -$27.1M 12 0.14% Reduced
86
Russell Investments Group
Russell Investments Group
United Kingdom
$108M +$16.8M 18 0.12% Increased
87
ROIC
Route One Investment Company
California
$105M -$77M 1 3.91% Reduced
88
Gotham Asset Management
Gotham Asset Management
New York
$105M +$23.1M 8 0.38% Increased
89
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$104M +$73.4M 7 0.14% Increased
90
MAP
Madison Avenue Partners
New York
$102M +$101M 1 4.38% New
91
Aberdeen Group
Aberdeen Group
United Kingdom
$101M -$4.88M 5 0.16% Reduced
92
Man Group
Man Group
United Kingdom
$99.1M +$13.1M 11 0.17% Increased
93
AustralianSuper
AustralianSuper
Australia
$98.5M -$2.54M 1 0.46% Reduced
94
Alyeska Investment Group
Alyeska Investment Group
Illinois
$98.3M +$6.23M 2 0.28% Increased
95
River Road Asset Management
River Road Asset Management
Kentucky
$97.1M +$67.8M 2 1.06% Increased
96
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$96.9M +$2.83M 7 0.07% Increased
97
SG Americas Securities
SG Americas Securities
New York
$96.2M +$82.3M 16 0.12% Increased
98
Brookfield Corp
Brookfield Corp
Ontario, Canada
$93.3M +$29.4M 1 0.12% Increased
99
Boston Partners
Boston Partners
Massachusetts
$92.7M -$29.4M 3 0.1% Reduced
100
London Company of Virginia
London Company of Virginia
Virginia
$91.2M -$14.1M 3 0.53% Reduced