← 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
$65.7M +$687K 10 0.19% Increased
102
VAM
Visium Asset Management
New York
$65.3M +$9.6M 5 0.92% Increased
103
Panagora Asset Management
Panagora Asset Management
Massachusetts
$64.4M +$35.1M 7 0.33% Increased
104
HA
Heartland Advisors
Wisconsin
$63.4M +$13.5M 2 1.25% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$63M -$859K 7 0.2% Reduced
106
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$61.5M -$35.5M 1 1.02% Reduced
107
Federated Hermes
Federated Hermes
Pennsylvania
$61.2M +$15.6M 8 0.19% Increased
108
BlackRock Advisors
BlackRock Advisors
Delaware
$61M +$2.68M 9 0.06% Increased
109
UBS O'Connor
UBS O'Connor
Illinois
$60.9M +$6.28M 2 1.06% Increased
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$60.4M -$3.76M 4 0.21% Reduced
111
Barclays
Barclays
United Kingdom
$59.2M +$20.3M 10 0.06% Increased
112
MCMC
Matrix Capital Management Company
New Hampshire
$58.3M $0 1 3.08% Maintained
113
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$57.3M +$3.83M 2 1.15% Increased
114
OppenheimerFunds
OppenheimerFunds
New York
$56.2M +$16.2M 2 0.06% Increased
115
Acadian Asset Management
Acadian Asset Management
Massachusetts
$56.2M -$9.78M 6 0.25% Reduced
116
Swiss National Bank
Swiss National Bank
Switzerland
$55.1M -$1.79M 8 0.21% Reduced
117
MTB
Mizuho Trust & Banking
Japan
$53.9M +$2.32M 4 0.19% Increased
118
Franklin Resources
Franklin Resources
California
$52.9M -$35.1M 4 0.02% Reduced
119
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$50.7M -$1.23M 4 0.23% Reduced
120
NFA
Nationwide Fund Advisors
Ohio
$50.3M -$517K 9 0.22% Reduced
121
Deerfield Management
Deerfield Management
New York
$49.6M -$146K 2 1.78% Reduced
122
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$49.4M +$2.83M 5 0.4% Increased
123
Axa
Axa
France
$49.1M +$30.9M 4 0.2% Increased
124
Bank of Montreal
Bank of Montreal
Ontario, Canada
$46.8M +$2.84M 8 0.05% Increased
125
Perkins Investment Management
Perkins Investment Management
Illinois
$46.4M -$25.3M 1 0.44% Reduced