← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$74.4M +$3.5M 5 0.29% Increased
102
Korea Investment Corp
Korea Investment Corp
South Korea
$73.1M +$1.31M 3 0.31% Increased
103
Boston Partners
Boston Partners
Massachusetts
$72.3M +$4.78M 1 0.09% Increased
104
Prudential Financial
Prudential Financial
New Jersey
$70.2M -$6.58M 10 0.11% Reduced
105
Marshall Wace North America
Marshall Wace North America
New York
$69.9M +$34.5M 7 0.43% Increased
106
Brown Advisory
Brown Advisory
Maryland
$69M -$15.2M 5 0.2% Reduced
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$68.5M +$749K 8 0.17% Increased
108
Alyeska Investment Group
Alyeska Investment Group
Illinois
$67M -$10.3M 3 0.87% Reduced
109
Bank of Montreal
Bank of Montreal
Ontario, Canada
$66.8M +$1.35M 13 0.06% Increased
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$65.2M +$9.64M 11 0.02% Increased
111
PFC
Poplar Forest Capital
California
$64.4M +$20.1M 2 4.68% Increased
112
Man Group
Man Group
United Kingdom
$62.1M +$8.74M 9 0.22% Increased
113
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$61.3M +$6.15M 2 0.65% Increased
114
Aperio Group
Aperio Group
California
$60.7M -$355K 13 0.25% Reduced
115
ClearBridge Investments
ClearBridge Investments
New York
$60.7M +$4.65M 4 0.05% Increased
116
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.4M -$19.8M 1 0.2% Reduced
117
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$58.2M -$2.66M 6 0.27% Reduced
118
HMP
HS Management Partners
New York
$58.2M -$2.03M 1 1.95% Reduced
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$58M +$19M 7 0.16% Increased
120
UH
Unigestion Holding
Switzerland
$56.7M +$59.1M 1 1.51% New
121
VOYA Investment Management
VOYA Investment Management
Georgia
$55.9M +$652K 11 0.12% Increased
122
Adage Capital Partners
Adage Capital Partners
Massachusetts
$55.9M +$3.22M 4 0.14% Increased
123
Westfield Capital Management
Westfield Capital Management
Massachusetts
$55.9M -$32.9M 1 0.42% Reduced
124
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.6M -$47.9M 6 0.36% Reduced
125
Marshall Wace
Marshall Wace
United Kingdom
$55.4M +$32.1M 8 0.46% Increased