← 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
$73.8M -$615K 8 0.2% Reduced
102
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$73.2M -$258K 8 0.18% Reduced
103
ICP
Indus Capital Partners
New York
$73.1M -$620K 2 7.39% Reduced
104
Nicholas Company
Nicholas Company
Wisconsin
$72.9M -$6.11M 3 1.62% Reduced
105
HSBC Holdings
HSBC Holdings
United Kingdom
$71.9M +$24.9M 9 0.12% Increased
106
Franklin Resources
Franklin Resources
California
$71.9M -$45M 4 0.04% Reduced
107
Russell Investments Group
Russell Investments Group
United Kingdom
$70.5M -$18.8M 12 0.12% Reduced
108
AL
AJO LP
Pennsylvania
$65.9M -$91.7M 4 0.29% Reduced
109
Acadian Asset Management
Acadian Asset Management
Massachusetts
$65.1M -$92.8M 8 0.29% Reduced
110
ClearBridge Investments
ClearBridge Investments
New York
$63.9M -$33.2K 3 0.06% Reduced
111
PGGM Investments
PGGM Investments
Netherlands
$63.8M -$2.67M 2 0.31% Reduced
112
MICM
Matthews International Capital Management
California
$61.4M -$2.85M 1 2.54% Reduced
113
Prudential plc
Prudential plc
United Kingdom
$60.7M +$21.8M 4 0.19% Increased
114
Federated Hermes
Federated Hermes
Pennsylvania
$58M -$9.04M 9 0.17% Reduced
115
OppenheimerFunds
OppenheimerFunds
New York
$56M -$4.44M 6 0.07% Reduced
116
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.7M -$1.73M 13 0.07% Reduced
117
C
Consulta
United Kingdom
$53.5M $0 1 7.15% Maintained
118
Citigroup
Citigroup
New York
$53.4M +$16.3M 12 0.04% Increased
119
US Bancorp
US Bancorp
Minnesota
$52.9M -$6.26M 11 0.17% Reduced
120
Marshall Wace North America
Marshall Wace North America
New York
$51.2M +$7.94M 6 0.32% Increased
121
NFA
Nationwide Fund Advisors
Ohio
$50.8M -$30.2M 10 0.2% Reduced
122
ACM
American Capital Management
New York
$50.3M +$332K 1 3.14% Increased
123
LSV Asset Management
LSV Asset Management
Illinois
$49.3M +$25.4M 4 0.08% Increased
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$47.9M -$4.85M 2 0.3% Reduced
125
London Company of Virginia
London Company of Virginia
Virginia
$47.6M -$2.17M 1 0.34% Reduced