← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M -$101M 11 0.06% Reduced
102
Citigroup
Citigroup
New York
$112M +$1.76M 20 0.06% Increased
103
SSM
Sound Shore Management
Connecticut
$111M +$19.2M 1 3.09% Increased
104
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$110M -$12.4M 2 0.25% Reduced
105
Aristeia Capital
Aristeia Capital
Connecticut
$110M +$101M 1 1.9% New
106
WPL
WINDACRE PARTNERSHIP LLC
Texas
$109M +$111M 1 2.43% New
107
Allianz Asset Management
Allianz Asset Management
Germany
$109M -$25.5M 7 0.07% Reduced
108
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$104M +$21.9M 2 1.35% Increased
109
6CM
683 Capital Management
New York
$104M +$24M 2 3.83% Increased
110
MC
Martin Currie
United Kingdom
$104M -$6.73M 1 2.87% Reduced
111
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$103M -$16.1M 3 0.03% Reduced
112
Driehaus Capital Management
Driehaus Capital Management
Illinois
$102M +$22.4M 3 1.05% Increased
113
Prudential Financial
Prudential Financial
New Jersey
$102M +$2.87M 13 0.13% Increased
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$101M -$260K 12 0.18% Reduced
115
Two Sigma Investments
Two Sigma Investments
New York
$100M -$6.17M 10 0.21% Reduced
116
2
2Xideas
Switzerland
$99.6M -$4.58M 1 6.01% Reduced
117
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$97.2M -$3.56M 2 0.22% Reduced
118
Viking Global Investors
Viking Global Investors
Connecticut
$96.6M -$2.92M 1 0.28% Reduced
119
Altshuler Shaham
Altshuler Shaham
Israel
$94M +$7.65M 3 0.8% Increased
120
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$93.7M +$85.2M 1 2.21% New
121
VOYA Investment Management
VOYA Investment Management
Georgia
$93.1M +$41.5M 14 0.18% Increased
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$93M -$2.65M 9 0.18% Reduced
123
Rockefeller Capital Management
Rockefeller Capital Management
New York
$92.1M +$11.3M 13 0.43% Increased
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$89.6M -$3.5M 9 0.17% Reduced
125
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$89.2M -$1.88M 1 0.42% Reduced