← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$85.2M +$4.44M 9 0.08% Increased
102
Russell Investments Group
Russell Investments Group
United Kingdom
$84.9M -$250K 12 0.19% Reduced
103
Prudential Financial
Prudential Financial
New Jersey
$84.9M -$30.4M 8 0.16% Reduced
104
Barclays
Barclays
United Kingdom
$82.7M -$16.1M 12 0.06% Reduced
105
Bank of Montreal
Bank of Montreal
Ontario, Canada
$82.6M +$3.89M 14 0.08% Increased
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$82.2M -$28M 5 0.21% Reduced
107
SEI Investments
SEI Investments
Pennsylvania
$79.2M +$5.53M 10 0.25% Increased
108
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$79.1M +$969K 1 3.3% Increased
109
MVP
Miller Value Partners
Florida
$77.6M -$14M 1 3.45% Reduced
110
Allianz Asset Management
Allianz Asset Management
Germany
$77.5M +$9.06M 9 0.09% Increased
111
National Pension Service
National Pension Service
South Korea
$74.2M -$7.26M 2 0.21% Reduced
112
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$72.8M -$8.1M 5 0.13% Reduced
113
1WCM
12 West Capital Management
New York
$72M +$2.31M 1 3.72% Increased
114
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$70.4M -$2.91M 2 0.9% Reduced
115
Nordea Investment Management
Nordea Investment Management
Sweden
$70M +$30.8M 5 0.07% Increased
116
First Trust Advisors
First Trust Advisors
Illinois
$66.4M -$51.4M 10 0.12% Reduced
117
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.5M -$2.05M 4 0.44% Reduced
118
Two Sigma Investments
Two Sigma Investments
New York
$65.3M +$32.1M 5 0.32% Increased
119
Sessa Capital
Sessa Capital
New York
$64.6M -$9.32M 1 6.49% Reduced
120
CIP
CAS Investment Partners
Connecticut
$64.1M $0 1 6.9% Maintained
121
Korea Investment Corp
Korea Investment Corp
South Korea
$64.1M +$4.03M 4 0.24% Increased
122
Two Sigma Advisers
Two Sigma Advisers
New York
$63.7M -$2.25M 10 0.19% Reduced
123
Glenview Capital Management
Glenview Capital Management
New York
$62.3M +$61.5M 1 1.72% New
124
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$62.2M +$2.71M 5 0.21% Increased
125
D.E. Shaw & Co
D.E. Shaw & Co
New York
$61.8M -$69.1M 9 0.07% Reduced
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