← 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
AllianceBernstein
AllianceBernstein
Tennessee
$80.1M +$1.81M 9 0.07% Increased
102
NFA
Nationwide Fund Advisors
Ohio
$77.6M -$1.35M 9 0.34% Reduced
103
MICM
Matthews International Capital Management
California
$77.4M $0 1 3.38% Maintained
104
C
Consulta
United Kingdom
$77.3M -$7.56M 1 9.8% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$76M +$11.7M 7 0.24% Increased
106
APG Asset Management
APG Asset Management
Netherlands
$75.7M +$8.68M 3 0.14% Increased
107
TCW Group
TCW Group
California
$70.9M +$10.3M 2 0.54% Increased
108
Los Angeles Capital Management
Los Angeles Capital Management
California
$70.5M +$12.2M 5 0.6% Increased
109
MTB
Mizuho Trust & Banking
Japan
$67.1M +$364K 3 0.21% Increased
110
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$66.1M +$61.7M 1 0.77% New
111
MCMC
Matrix Capital Management Company
New Hampshire
$64.9M $0 1 2.92% Maintained
112
Canada Life
Canada Life
Manitoba, Canada
$64M +$11.7M 7 0.19% Increased
113
Numeric Investors
Numeric Investors
Massachusetts
$62.7M +$30.2M 3 0.56% Increased
114
Royce & Associates
Royce & Associates
New York
$61.3M -$10.5M 2 0.4% Reduced
115
LSV Asset Management
LSV Asset Management
Illinois
$60.6M +$47.7K 4 0.12% Increased
116
Marshall Wace
Marshall Wace
United Kingdom
$60.2M +$4.52M 5 0.51% Increased
117
Scout Investments
Scout Investments
Missouri
$60.1M -$2.21M 2 1.67% Reduced
118
HSBC Holdings
HSBC Holdings
United Kingdom
$59.7M -$3.34M 7 0.16% Reduced
119
Capital Guardian Trust
Capital Guardian Trust
California
$58.8M -$6.05M 1 0.45% Reduced
120
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$58.5M -$23.2M 3 0.55% Reduced
121
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$57.3M -$28.1M 2 1.07% Reduced
122
Federated Hermes
Federated Hermes
Pennsylvania
$56.7M +$168K 7 0.17% Increased
123
VOYA Investment Management
VOYA Investment Management
Georgia
$55.4M +$1.02M 7 0.14% Increased
124
TFP
Triple Frond Partners
California
$55.3M -$10.2M 1 8.9% Reduced
125
T
TOBAM
France
$55.2M -$21.9M 1 2.21% Reduced