← 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
BlackRock
BlackRock
New York
$63.3M -$3.84M 9 0.09% Reduced
102
Winton Group
Winton Group
United Kingdom
$63.2M +$62.9M 5 0.43% New
103
Scout Investments
Scout Investments
Missouri
$63.1M -$8.95M 2 0.73% Reduced
104
Wasatch Advisors
Wasatch Advisors
Utah
$63M -$17.6M 2 0.61% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$62.8M -$2.04M 7 0.2% Reduced
106
Gabelli Funds
Gabelli Funds
New York
$62.4M +$6.92M 5 0.31% Increased
107
Principal Financial Group
Principal Financial Group
Iowa
$61.3M -$1.2M 7 0.1% Reduced
108
Millennium Management
Millennium Management
New York
$60.6M -$13.7M 7 0.17% Reduced
109
CCMH
Cornerstone Capital Management Holdings
New York
$60.6M -$3.76M 6 0.67% Reduced
110
ACM
Atlanta Capital Management
Georgia
$57.6M -$3.11M 1 0.39% Reduced
111
LSV Asset Management
LSV Asset Management
Illinois
$56.8M +$34.1M 2 0.13% Increased
112
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$55.9M -$6.36M 5 0.43% Reduced
113
MCMC
Matrix Capital Management Company
New Hampshire
$55.7M $0 1 3.05% Maintained
114
Highbridge Capital Management
Highbridge Capital Management
New York
$55.3M +$6.77M 3 0.67% Increased
115
Swiss National Bank
Swiss National Bank
Switzerland
$54.8M +$12M 8 0.2% Increased
116
Comerica Bank
Comerica Bank
Texas
$53M -$560K 9 0.45% Reduced
117
MTB
Mizuho Trust & Banking
Japan
$50.9M -$1.5M 4 0.18% Reduced
118
Tiger Global Management
Tiger Global Management
New York
$50.6M $0 1 0.64% Maintained
119
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$49.7M +$9.74M 1 0.96% Increased
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$49.3M +$8.28M 4 0.18% Increased
121
Epoch Investment Partners
Epoch Investment Partners
New York
$48.5M -$44.3M 1 0.19% Reduced
122
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$47.7M +$49.7M 3 0.19% New
123
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$47.7M +$11.5M 10 0.02% Increased
124
Axa
Axa
France
$47.6M +$32.6M 4 0.2% Increased
125
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$46.9M -$61.4M 4 0.04% Reduced
3 4
5
6 7