← 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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$74M -$3.91M 10 0.22% Reduced
102
Guggenheim Capital
Guggenheim Capital
Illinois
$71.9M -$2.44M 6 0.22% Reduced
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$71.9M -$2.7M 6 0.19% Reduced
104
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$71.2M -$4.24M 4 0.59% Reduced
105
UBS
UBS
Switzerland
$70.6M -$9.51M 9 0.07% Reduced
106
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$69.9M +$42.2M 1 0.98% Increased
107
BlackRock
BlackRock
New York
$69.1M +$4.18M 9 0.11% Increased
108
Gotham Asset Management
Gotham Asset Management
New York
$68.7M +$33.5M 6 1.64% Increased
109
Barclays
Barclays
United Kingdom
$68.5M +$18M 10 0.07% Increased
110
AA
Antipodean Advisors
New York
$68.5M +$30.8M 1 5.93% Increased
111
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$66.3M +$46.6M 4 0.16% Increased
112
GAMCO Investors
GAMCO Investors
Connecticut
$64.4M +$435K 3 0.35% Increased
113
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$64.4M +$1.36M 2 0.36% Increased
114
Russell Frank Company
Russell Frank Company
Washington
$64M -$40.2M 8 0.12% Reduced
115
Principal Financial Group
Principal Financial Group
Iowa
$61.5M -$2.87M 7 0.11% Reduced
116
ACM
Atlanta Capital Management
Georgia
$60.4M -$1.9M 1 0.4% Reduced
117
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$58.6M -$50.4M 5 0.44% Reduced
118
Macquarie Group
Macquarie Group
Australia
$57.9M +$18.9M 6 0.1% Increased
119
Managed Account Advisors
Managed Account Advisors
New Jersey
$57.2M -$5.96M 8 0.08% Reduced
120
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$56.8M -$17.3M 6 0.31% Reduced
121
Gabelli Funds
Gabelli Funds
New York
$56.3M -$8.56M 5 0.3% Reduced
122
MTB
Mizuho Trust & Banking
Japan
$55.7M +$8.5M 4 0.21% Increased
123
TCP
TAMRO Capital Partners
Virginia
$55.7M +$17.5M 3 2.3% Increased
124
CCMH
Cornerstone Capital Management Holdings
New York
$55M -$3.48M 4 0.63% Reduced
125
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$54.9M +$955K 1 0.13% Increased