← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$96.9M +$18.6M 10 0.16% Increased
102
Lazard Asset Management
Lazard Asset Management
New York
$96.2M +$7.98M 16 0.14% Increased
103
Driehaus Capital Management
Driehaus Capital Management
Illinois
$96M -$914K 5 1.45% Reduced
104
Jennison Associates
Jennison Associates
New York
$92.1M +$28.5M 4 0.09% Increased
105
Capital Research Global Investors
Capital Research Global Investors
California
$91.9M -$23.6M 1 0.03% Reduced
106
INTECH Investment Management
INTECH Investment Management
Florida
$91.4M -$113M 3 0.69% Reduced
107
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.2M -$35M 13 0.04% Reduced
108
Bellevue Group
Bellevue Group
Switzerland
$89.7M -$1.12M 2 1.29% Reduced
109
CCM
Candlestick Capital Management
Connecticut
$89M +$11.7M 1 3.23% Increased
110
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$87.6M -$32.4M 1 5.5% Reduced
111
Eagle Asset Management
Eagle Asset Management
Florida
$87.6M -$14.3M 4 0.57% Reduced
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$86.9M +$1.4M 13 0.23% Increased
113
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$85.8M -$4.82M 1 0.9% Reduced
114
Farallon Capital Management
Farallon Capital Management
California
$85.5M +$13.9M 1 0.47% Increased
115
ACM
Alua Capital Management
New York
$85.4M -$6.23M 1 6.97% Reduced
116
Man Group
Man Group
United Kingdom
$84.9M +$86.3M 9 0.39% New
117
CRM
Cramer Rosenthal McGlynn
Connecticut
$83.7M -$3.33M 2 4.01% Reduced
118
Fred Alger Management
Fred Alger Management
New York
$81.5M -$26.3M 1 0.41% Reduced
119
MC
Martin Currie
United Kingdom
$81.2M -$3.93M 1 3.45% Reduced
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$79.9M -$816K 14 0.2% Reduced
121
Nordea Investment Management
Nordea Investment Management
Sweden
$79.6M -$15.6M 6 0.13% Reduced
122
Allianz Asset Management
Allianz Asset Management
Germany
$79.1M -$17.9M 8 0.16% Reduced
123
SAM
Scopus Asset Management
New York
$78.3M +$59.9M 3 2.9% Increased
124
National Pension Service
National Pension Service
South Korea
$76.9M -$10.8K 2 0.16% Reduced
125
Balyasny Asset Management
Balyasny Asset Management
Illinois
$75.1M +$16.6M 9 0.23% Increased
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