← 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
PGGM Investments
PGGM Investments
Netherlands
$69.5M -$7.92M 3 0.33% Reduced
102
Managed Account Advisors
Managed Account Advisors
New Jersey
$68.3M +$22.6M 6 0.06% Increased
103
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$66.6M +$1.98M 4 0.23% Increased
104
BlackRock Advisors
BlackRock Advisors
Delaware
$66.1M +$7.12M 9 0.07% Increased
105
MCMC
Matrix Capital Management Company
New Hampshire
$62.6M $0 1 3.22% Maintained
106
HA
Heartland Advisors
Wisconsin
$60.8M +$11.3K 2 1.52% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$60.6M -$7.09M 7 0.21% Reduced
108
Deerfield Management
Deerfield Management
New York
$59.3M +$6.03M 1 1.92% Increased
109
Comerica Bank
Comerica Bank
Texas
$59.3M -$56M 8 0.5% Reduced
110
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$58.3M +$3.13M 2 1.16% Increased
111
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$57.3M -$26.1M 3 0.21% Reduced
112
GAM
GVO Asset Management
Switzerland
$56.7M +$17.9M 1 5.18% Increased
113
MTB
Mizuho Trust & Banking
Japan
$56.5M -$1.86M 3 0.19% Reduced
114
Gotham Asset Management
Gotham Asset Management
New York
$55.9M -$12.7M 2 0.43% Reduced
115
Capstone Investment Advisors
Capstone Investment Advisors
New York
$55.8M +$21M 2 0.91% Increased
116
Franklin Resources
Franklin Resources
California
$55.3M -$702K 4 0.03% Reduced
117
Allianz Asset Management
Allianz Asset Management
Germany
$54.5M -$17.5M 5 0.06% Reduced
118
Barclays
Barclays
United Kingdom
$53.8M -$5.32M 10 0.06% Reduced
119
T
TOBAM
France
$53.1M +$15.3M 1 1.62% Increased
120
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$50.5M -$9.05M 1 0.78% Reduced
121
DVI
Deccan Value Investors
Connecticut
$49.9M +$39.9M 1 12.44% New
122
Los Angeles Capital Management
Los Angeles Capital Management
California
$49.4M +$6.34M 2 0.45% Increased
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$49.4M -$2.01M 6 0.38% Reduced
124
MAMU
Marathon Asset Management (UK)
United Kingdom
$48.4M -$1.04M 2 1.17% Reduced
125
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47.6M +$4.99M 2 0.09% Increased