← 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 Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$76.8M -$196K 8 0.22% Reduced
102
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.7M -$1.05M 9 0.19% Reduced
103
ICP
Indus Capital Partners
New York
$73.6M +$6.45M 2 8.07% Increased
104
Allianz Asset Management
Allianz Asset Management
Germany
$72.7M +$28M 9 0.07% Increased
105
PGGM Investments
PGGM Investments
Netherlands
$71.2M +$61.2M 2 0.36% Increased
106
VOYA Investment Management
VOYA Investment Management
Georgia
$70.4M -$4.97M 9 0.16% Reduced
107
Federated Hermes
Federated Hermes
Pennsylvania
$68.3M +$2.14M 10 0.2% Increased
108
Two Sigma Investments
Two Sigma Investments
New York
$67.7M +$4.15M 8 0.24% Increased
109
Comerica Bank
Comerica Bank
Texas
$67.1M -$2.13M 9 0.5% Reduced
110
OppenheimerFunds
OppenheimerFunds
New York
$66.7M +$55.1M 6 0.08% Increased
111
MICM
Matthews International Capital Management
California
$65M -$3.66M 1 2.95% Reduced
112
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$64.2M -$5.52M 5 0.31% Reduced
113
ACM
Argent Capital Management
Missouri
$63.9M -$4.69M 1 2.55% Reduced
114
US Bancorp
US Bancorp
Minnesota
$60.1M +$1.06M 11 0.2% Increased
115
ClearBridge Investments
ClearBridge Investments
New York
$60.1M +$6.28M 3 0.06% Increased
116
Royce & Associates
Royce & Associates
New York
$59.5M +$1.33M 3 0.39% Increased
117
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.8M -$3.19M 13 0.07% Reduced
118
C
Consulta
United Kingdom
$58.3M $0 1 7.09% Maintained
119
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$57.4M +$1.03M 1 0.69% Increased
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$56.9M +$5.49M 3 0.37% Increased
121
Los Angeles Capital Management
Los Angeles Capital Management
California
$54.6M -$10.5M 5 0.34% Reduced
122
Fidelity International
Fidelity International
Bermuda
$53.3M +$201K 1 0.15% Increased
123
PointState Capital
PointState Capital
New York
$53.2M -$30.6M 1 0.58% Reduced
124
AIG
American International Group
New York
$52.7M +$1.53M 10 0.19% Increased
125
HCM
Huber Capital Management
California
$51.8M -$22.2M 3 2.64% Reduced