← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$61.6M +$12.8M 4 0.22% Increased
102
Scout Investments
Scout Investments
Missouri
$61.3M -$3.33M 2 0.83% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$60.6M -$3.93M 10 0.18% Reduced
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$60.3M -$2.02M 7 0.2% Reduced
105
UBS O'Connor
UBS O'Connor
Illinois
$59.9M +$9.1M 2 1.03% Increased
106
MCMC
Matrix Capital Management Company
New Hampshire
$56.3M $0 1 3.02% Maintained
107
NTC
North Tide Capital
Massachusetts
$54.9M $0 1 4.18% Maintained
108
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$54.6M +$6.75M 4 0.05% Increased
109
BlackRock Advisors
BlackRock Advisors
Delaware
$54.4M -$30.8M 9 0.05% Reduced
110
VAM
Visium Asset Management
New York
$54.3M +$7.19M 6 0.8% Increased
111
Swiss National Bank
Swiss National Bank
Switzerland
$53.9M -$956K 8 0.21% Reduced
112
Comerica Bank
Comerica Bank
Texas
$53.4M -$2.37M 8 0.47% Reduced
113
Corvex Management
Corvex Management
New York
$51.1M +$49M 1 0.62% New
114
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$50.8M +$8.86M 5 0.41% Increased
115
Teachers Advisors
Teachers Advisors
New York
$50.6M -$19M 9 0.1% Reduced
116
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$49.6M +$1.78M 2 1.03% Increased
117
Tiger Global Management
Tiger Global Management
New York
$49.3M $0 1 0.65% Maintained
118
MTB
Mizuho Trust & Banking
Japan
$48.4M -$2.48M 4 0.18% Reduced
119
Prudential Financial
Prudential Financial
New Jersey
$48.3M -$18.8M 7 0.09% Reduced
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$47.9M +$519K 4 0.23% Increased
121
Deerfield Management
Deerfield Management
New York
$47M +$5.55M 1 1.71% Increased
122
NFA
Nationwide Fund Advisors
Ohio
$46.6M -$1.09M 9 0.2% Reduced
123
HA
Heartland Advisors
Wisconsin
$45.6M +$25.2M 2 0.88% Increased
124
Managed Account Advisors
Managed Account Advisors
New Jersey
$42.9M -$3.02M 7 0.05% Reduced
125
Federated Hermes
Federated Hermes
Pennsylvania
$42.4M +$2.36M 8 0.14% Increased