← 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
Teachers Advisors
Teachers Advisors
New York
$66.4M +$17M 9 0.14% Increased
102
BlackRock
BlackRock
New York
$66.1M -$635K 9 0.11% Reduced
103
Two Sigma Investments
Two Sigma Investments
New York
$66.1M +$15.3M 7 0.35% Increased
104
BlackRock Advisors
BlackRock Advisors
Delaware
$64.3M -$53.4M 9 0.06% Reduced
105
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$63.8M -$4.35M 2 0.37% Reduced
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$62.5M -$7.69M 7 0.2% Reduced
107
Acadian Asset Management
Acadian Asset Management
Massachusetts
$61.5M +$13M 3 0.32% Increased
108
Los Angeles Capital Management
Los Angeles Capital Management
California
$60.2M -$42.5M 2 0.66% Reduced
109
Principal Financial Group
Principal Financial Group
Iowa
$60.1M +$564K 7 0.11% Increased
110
HP
Hound Partners
New York
$59.5M +$5.75M 1 2.54% Increased
111
CCMH
Cornerstone Capital Management Holdings
New York
$58.8M +$6.82M 4 0.68% Increased
112
GAMCO Investors
GAMCO Investors
Connecticut
$58.6M -$2.13M 4 0.32% Reduced
113
ACM
Atlanta Capital Management
Georgia
$57.9M -$7.41M 1 0.4% Reduced
114
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$57.6M +$12.5M 5 0.44% Increased
115
Managed Account Advisors
Managed Account Advisors
New Jersey
$57.3M +$4.13M 7 0.07% Increased
116
Gabelli Funds
Gabelli Funds
New York
$56.4M +$2.37M 5 0.29% Increased
117
Comerica Bank
Comerica Bank
Texas
$54.1M +$7.42M 9 0.41% Increased
118
ING Group
ING Group
Netherlands
$53.4M +$34.5M 3 0.28% Increased
119
MCMC
Matrix Capital Management Company
New Hampshire
$53M $0 1 3.53% Maintained
120
PGGM Investments
PGGM Investments
Netherlands
$52.1M +$12.2M 3 0.27% Increased
121
USS Investment Management
USS Investment Management
United Kingdom
$51.4M $0 1 0.93% Maintained
122
MTB
Mizuho Trust & Banking
Japan
$50.5M -$1.7M 4 0.19% Reduced
123
UBS O'Connor
UBS O'Connor
Illinois
$49.3M +$39.2M 1 0.93% Increased
124
HI
Honeywell International
North Carolina
$46.6M +$22.1M 2 1.12% Increased
125
Highbridge Capital Management
Highbridge Capital Management
New York
$46.4M +$25.7M 3 0.58% Increased
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