← 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
UBS Group
UBS Group
Switzerland
$109M -$20.1M 21 0.04% Reduced
102
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$104M +$12.2M 2 1.53% Increased
103
Eaton Vance Management
Eaton Vance Management
Massachusetts
$104M +$35.1M 9 0.12% Increased
104
MVP
Miller Value Partners
Florida
$104M -$2.03M 2 3.33% Reduced
105
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$98.9M +$7.14M 2 0.26% Increased
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$98.6M -$14.3M 5 0.19% Reduced
107
Citigroup
Citigroup
New York
$98.4M -$8.88M 22 0.06% Reduced
108
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.5M -$7.87M 12 0.05% Reduced
109
Russell Investments Group
Russell Investments Group
United Kingdom
$97.2M -$14.8M 12 0.17% Reduced
110
MC
Martin Currie
United Kingdom
$95.3M -$1.04M 1 3.06% Reduced
111
2
2Xideas
Switzerland
$93.9M +$1.21M 1 6.62% Increased
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$93.3M -$1.76M 12 0.18% Reduced
113
DVI
Deccan Value Investors
Connecticut
$93M -$21.4M 1 4.74% Reduced
114
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$92.7M +$25.7M 7 0.11% Increased
115
VOYA Investment Management
VOYA Investment Management
Georgia
$92.6M +$4.42M 13 0.19% Increased
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$91.4M +$3.52M 11 0.19% Increased
117
BCM
Bronte Capital Management
Australia
$89.9M +$8.1M 1 7.56% Increased
118
CIP
CAS Investment Partners
Connecticut
$88.3M -$6.06M 1 5.91% Reduced
119
HSBC Holdings
HSBC Holdings
United Kingdom
$87.2M +$4.67M 11 0.11% Increased
120
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$87M +$4.21M 3 0.64% Increased
121
Prudential Financial
Prudential Financial
New Jersey
$86.8M -$9.95M 12 0.12% Reduced
122
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$86.5M +$957K 11 0.18% Increased
123
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$86.1M -$23.3M 2 0.03% Reduced
124
Aberdeen Group
Aberdeen Group
United Kingdom
$85.5M +$439K 5 0.22% Increased
125
Harris Associates
Harris Associates
Illinois
$83.6M +$87.4M 2 0.11% New