← 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
Two Sigma Investments
Two Sigma Investments
New York
$120M +$14.3M 13 0.34% Increased
102
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$9.34M 17 0.07% Reduced
103
PCM
Parsifal Capital Management
Connecticut
$114M +$33.4M 1 8.48% Increased
104
ACM
American Capital Management
New York
$114M -$858K 1 4% Reduced
105
SC
SkyKnight Capital
California
$111M $0 1 92.83% Maintained
106
Neuberger Berman Group
Neuberger Berman Group
New York
$110M -$12.6M 12 0.1% Reduced
107
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$110M -$4.35M 1 1.11% Reduced
108
Bellevue Group
Bellevue Group
Switzerland
$110M -$6.24M 2 1.59% Reduced
109
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$109M -$40M 1 2.24% Reduced
110
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$108M $0 1 0.68% Maintained
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$108M +$5.88M 12 0.15% Increased
112
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$107M +$59.8M 19 0.02% Increased
113
National Pension Service
National Pension Service
South Korea
$107M +$27.1M 3 0.19% Increased
114
Frontier Capital Management
Frontier Capital Management
Massachusetts
$106M +$7.99M 2 1.09% Increased
115
PointState Capital
PointState Capital
New York
$106M +$32.9M 1 3.57% Increased
116
AG
Avala Global
New York
$102M +$47.8M 1 16.65% Increased
117
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$100M -$15.5M 12 0.22% Reduced
118
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$99.1M +$38.2M 5 0.16% Increased
119
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$99M -$10.6M 19 0.13% Reduced
120
Westfield Capital Management
Westfield Capital Management
Massachusetts
$98.9M +$21.1M 1 0.7% Increased
121
Jennison Associates
Jennison Associates
New York
$98.1M -$7.38M 4 0.09% Reduced
122
Adage Capital Partners
Adage Capital Partners
Massachusetts
$95.7M +$1.77M 5 0.21% Increased
123
Jane Street
Jane Street
New York
$93.9M +$30.6M 20 0.04% Increased
124
AGF Management
AGF Management
Ontario, Canada
$91.7M +$79M 3 0.63% Increased
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$91.6M -$2.47M 11 0.21% Reduced