← 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
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$79.7M +$3.71M 1 2.43% Increased
102
Nordea Investment Management
Nordea Investment Management
Sweden
$79.3M -$121M 5 0.16% Reduced
103
National Pension Service
National Pension Service
South Korea
$79.2M +$27.2M 3 0.22% Increased
104
IAM
Iridian Asset Management
Connecticut
$78.6M +$77.4M 1 1.29% Increased
105
SEI Investments
SEI Investments
Pennsylvania
$78.5M -$12.7M 9 0.23% Reduced
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$76.6M +$10.3M 5 0.19% Increased
107
ClearBridge Investments
ClearBridge Investments
New York
$75.8M -$319K 5 0.06% Reduced
108
Marshall Wace
Marshall Wace
United Kingdom
$75.7M -$43.1M 11 0.52% Reduced
109
CCM
Camber Capital Management
Massachusetts
$75M -$33.2M 1 3.82% Reduced
110
Canada Life
Canada Life
Manitoba, Canada
$74.4M +$15.6M 10 0.16% Increased
111
LSV Asset Management
LSV Asset Management
Illinois
$73.3M +$38.6M 4 0.11% Increased
112
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$72.9M -$6.99M 1 0.24% Reduced
113
BCM
Bronte Capital Management
Australia
$72.9M +$2.26M 1 14.14% Increased
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$72.4M +$378K 7 0.18% Increased
115
Two Sigma Advisers
Two Sigma Advisers
New York
$72.1M +$27M 9 0.17% Increased
116
Russell Investments Group
Russell Investments Group
United Kingdom
$72M -$31M 13 0.13% Reduced
117
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$70.9M -$768K 6 0.31% Reduced
118
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$70.8M -$22.1M 5 0.13% Reduced
119
Frontier Capital Management
Frontier Capital Management
Massachusetts
$68.9M -$6.23M 2 0.51% Reduced
120
Man Group
Man Group
United Kingdom
$68.9M -$23.9M 10 0.23% Reduced
121
PPC
Park Presidio Capital
California
$68.8M +$12.1M 1 7.66% Increased
122
Eaton Vance Management
Eaton Vance Management
Massachusetts
$68.5M -$3.25M 5 0.13% Reduced
123
Aperio Group
Aperio Group
California
$68M +$2.81M 11 0.24% Increased
124
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$67.5M -$3.15M 2 0.7% Reduced
125
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$67.3M +$5.41M 2 0.03% Increased