← 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
Nordea Investment Management
Nordea Investment Management
Sweden
$66.1M -$61.4M 4 0.22% Reduced
102
Prudential plc
Prudential plc
United Kingdom
$66.1M -$1.21M 3 0.27% Reduced
103
Alyeska Investment Group
Alyeska Investment Group
Illinois
$66.1M -$6.3M 2 0.7% Reduced
104
Gotham Asset Management
Gotham Asset Management
New York
$63.7M -$44.8M 2 0.69% Reduced
105
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$62.6M +$812K 3 0.54% Increased
106
DVI
Deccan Value Investors
Connecticut
$62.6M $0 1 8.18% Maintained
107
UBS Group
UBS Group
Switzerland
$62M +$14.2M 9 0.04% Increased
108
Victory Capital Management
Victory Capital Management
Texas
$59.6M +$687K 6 0.25% Increased
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$59.3M +$142K 7 0.22% Increased
110
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$59M +$36.2M 3 0.12% Increased
111
Winton Group
Winton Group
United Kingdom
$58.9M +$36.8M 2 0.52% Increased
112
LSV Asset Management
LSV Asset Management
Illinois
$58.9M -$5.79M 4 0.13% Reduced
113
Scout Investments
Scout Investments
Missouri
$58.4M -$8.08M 3 1.47% Reduced
114
NFA
Nationwide Fund Advisors
Ohio
$58.2M -$9.03M 9 0.25% Reduced
115
Deerfield Management
Deerfield Management
New York
$57.3M +$7.77M 1 2.32% Increased
116
MTB
Mizuho Trust & Banking
Japan
$56.8M +$233K 3 0.19% Increased
117
HSBC Holdings
HSBC Holdings
United Kingdom
$56.6M -$8.75M 6 0.14% Reduced
118
Credit Agricole
Credit Agricole
France
$56.5M -$5.73M 3 0.26% Reduced
119
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$53.8M +$12.1M 3 0.55% Increased
120
MCMC
Matrix Capital Management Company
New Hampshire
$53.7M $0 1 2.41% Maintained
121
CC
Carlson Capital
Texas
$52.8M +$3.79M 1 0.59% Increased
122
Los Angeles Capital Management
Los Angeles Capital Management
California
$52.7M -$17.3M 3 0.48% Reduced
123
KI
Kalmar Investments
Delaware
$52.4M -$3.02M 1 1.28% Reduced
124
C
Consulta
United Kingdom
$52.3M $0 1 6.84% Maintained
125
VOYA Investment Management
VOYA Investment Management
Georgia
$51.8M -$5.23M 7 0.13% Reduced
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