← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$88.1M -$1.2M 7 0.12% Reduced
102
Los Angeles Capital Management
Los Angeles Capital Management
California
$88M -$8.15M 6 0.46% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$86M -$3.27M 9 0.22% Reduced
104
Boston Partners
Boston Partners
Massachusetts
$85.8M -$73.4M 2 0.1% Reduced
105
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$83.7M -$50.8M 5 0.15% Reduced
106
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$80.3M -$4.82M 9 0.19% Reduced
107
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.6M -$283K 10 0.08% Reduced
108
TCCM
Two Creeks Capital Management
New York
$79.3M +$17.3M 1 4.42% Increased
109
Asset Management One
Asset Management One
Japan
$77.7M -$4.27M 4 0.16% Reduced
110
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.8M +$24.8M 5 0.13% Increased
111
William Blair Investment Management
William Blair Investment Management
Illinois
$76.8M +$18.5M 3 0.27% Increased
112
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$76.3M +$10.8M 2 1.81% Increased
113
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$75.2M -$52.8M 3 0.27% Reduced
114
SC
Sasco Capital
Connecticut
$74.8M -$33M 1 4.18% Reduced
115
ACM
American Capital Management
New York
$74.3M +$130K 1 3.25% Increased
116
Alyeska Investment Group
Alyeska Investment Group
Illinois
$74M +$47.6M 2 0.81% Increased
117
IVA
International Value Advisers
$72.5M -$2.09M 1 1.99% Reduced
118
SDJVC
St. Denis J. Villere & Co
Louisiana
$71.9M +$64.9M 1 4.35% Increased
119
C
Consulta
United Kingdom
$71.6M $0 1 6.71% Maintained
120
VOYA Investment Management
VOYA Investment Management
Georgia
$70.4M +$24.1M 10 0.15% Increased
121
CIP
Champlain Investment Partners
Vermont
$70.4M +$28.7M 1 0.62% Increased
122
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$70.2M +$33.7M 4 0.15% Increased
123
LSV Asset Management
LSV Asset Management
Illinois
$69.7M +$20.5M 4 0.1% Increased
124
Prudential plc
Prudential plc
United Kingdom
$66.5M -$12.1M 2 0.21% Reduced
125
River Road Asset Management
River Road Asset Management
Kentucky
$65.2M +$5.41M 1 1.35% Increased