← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$111M +$22.4M 11 0.19% Increased
102
Two Sigma Advisers
Two Sigma Advisers
New York
$106M +$58M 7 0.28% Increased
103
2
2Xideas
Switzerland
$105M +$452K 1 8.02% Increased
104
Two Sigma Investments
Two Sigma Investments
New York
$104M +$41.3M 8 0.23% Increased
105
DC
DPM Capital
Florida
$104M -$2.15M 1 97.3% Reduced
106
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$103M +$721K 3 0.03% Increased
107
Bridgewater Associates
Bridgewater Associates
Connecticut
$102M +$7.78M 9 0.56% Increased
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$101M -$3.3M 12 0.2% Reduced
109
Prudential Financial
Prudential Financial
New Jersey
$100M -$19.6M 11 0.14% Reduced
110
BCM
Bronte Capital Management
Australia
$99.4M +$4.53M 1 7.27% Increased
111
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$99.1M +$15M 12 0.54% Increased
112
Altshuler Shaham
Altshuler Shaham
Israel
$99.1M -$4.75M 3 0.73% Reduced
113
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$98M +$21.4M 2 0.24% Increased
114
Viking Global Investors
Viking Global Investors
Connecticut
$94.9M +$23.6M 1 0.26% Increased
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.5M -$26.1M 14 0.08% Reduced
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$94.4M -$1.93M 10 0.2% Reduced
117
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$94.3M +$110M 1 0.45% New
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$93.4M -$1.7M 9 0.19% Reduced
119
SSM
Sound Shore Management
Connecticut
$90.4M -$434K 1 2.55% Reduced
120
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$90.4M -$16M 6 0.1% Reduced
121
Frontier Capital Management
Frontier Capital Management
Massachusetts
$89.3M +$28.7M 2 0.7% Increased
122
HSBC Holdings
HSBC Holdings
United Kingdom
$86.7M -$3.13M 12 0.09% Reduced
123
AQR Capital Management
AQR Capital Management
Connecticut
$86.4M -$25.3M 11 0.16% Reduced
124
BGI
BlueDrive Global Investors
United Kingdom
$85.5M +$17.8M 2 27.61% Increased
125
Adage Capital Partners
Adage Capital Partners
Massachusetts
$84.9M -$35.8M 6 0.17% Reduced