← 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
101
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$68M -$56M 4 0.66% Reduced
102
Swiss National Bank
Swiss National Bank
Switzerland
$67M +$1.35M 8 0.28% Increased
103
PointState Capital
PointState Capital
New York
$64.4M +$49.4M 1 1.1% Increased
104
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$63M +$890K 3 0.71% Increased
105
HP
Hound Partners
New York
$62.9M +$9.29M 1 3.51% Increased
106
SCM
Scout Capital Management
New York
$62.8M +$55.7M 1 1.28% New
107
Principal Financial Group
Principal Financial Group
Iowa
$62.5M +$2.69M 8 0.13% Increased
108
Wasatch Advisors
Wasatch Advisors
Utah
$62.2M -$10.5M 2 0.64% Reduced
109
CCMH
Cornerstone Capital Management Holdings
New York
$61.5M -$12M 5 0.74% Reduced
110
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$61.3M +$7.73M 1 0.16% Increased
111
HCM
Huber Capital Management
California
$61.1M -$31.9M 2 2.12% Reduced
112
Boston Partners
Boston Partners
Massachusetts
$60.8M +$14.6M 4 0.15% Increased
113
USS Investment Management
USS Investment Management
United Kingdom
$60.7M +$14.5M 1 1.14% Increased
114
Gabelli Funds
Gabelli Funds
New York
$60.6M +$19.3M 5 0.35% Increased
115
Nicholas Company
Nicholas Company
Wisconsin
$60.5M +$15.7M 1 1.62% Increased
116
GAMCO Investors
GAMCO Investors
Connecticut
$59.9M +$1.8M 3 0.35% Increased
117
BlackRock
BlackRock
New York
$59.4M +$6.73M 9 0.11% Increased
118
Managed Account Advisors
Managed Account Advisors
New Jersey
$59.2M -$14.9M 7 0.09% Reduced
119
AQR Capital Management
AQR Capital Management
Connecticut
$58.2M -$37.5M 7 0.21% Reduced
120
Panagora Asset Management
Panagora Asset Management
Massachusetts
$57.2M +$2.31M 7 0.28% Increased
121
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$56.7M +$1.52M 2 0.33% Increased
122
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$56.2M +$937K 1 0.34% Increased
123
Winton Capital Management
Winton Capital Management
United Kingdom
$56.1M +$5.89M 5 0.68% Increased
124
ACM
Atlanta Capital Management
Georgia
$56.1M +$11.3M 1 0.4% Increased
125
Prudential Financial
Prudential Financial
New Jersey
$55.5M -$4.75M 8 0.12% Reduced
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