← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$137M +$18.8M 20 0.03% Increased
102
Envestnet Asset Management
Envestnet Asset Management
Illinois
$136M -$86.5M 11 0.06% Reduced
103
Russell Investments Group
Russell Investments Group
United Kingdom
$136M -$26.1M 17 0.26% Reduced
104
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$134M +$386K 2 2.09% Increased
105
Jane Street
Jane Street
New York
$131M +$32M 17 0.04% Increased
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$131M +$23.4M 5 0.29% Increased
107
AGF Management
AGF Management
Ontario, Canada
$129M +$28M 4 0.94% Increased
108
1832 Asset Management
1832 Asset Management
Ontario, Canada
$126M +$44.1M 4 0.15% Increased
109
WPL
WINDACRE PARTNERSHIP LLC
Texas
$123M $0 1 2.36% Maintained
110
Congress Asset Management
Congress Asset Management
Massachusetts
$120M -$1.03M 2 1.04% Reduced
111
AG
Avala Global
New York
$119M +$6.9M 1 14.18% Increased
112
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$119M +$16.1M 19 0.15% Increased
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118M -$6.39M 16 0.07% Reduced
114
PCM
Parsifal Capital Management
Connecticut
$116M -$9.17M 1 8.7% Reduced
115
Two Sigma Investments
Two Sigma Investments
New York
$116M -$6.36M 16 0.29% Reduced
116
PointState Capital
PointState Capital
New York
$115M -$1.31M 1 2.74% Reduced
117
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$114M -$8.52M 13 0.14% Reduced
118
BDT Capital Partners
BDT Capital Partners
Illinois
$111M -$101M 1 33.31% Reduced
119
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$109M -$34M 11 0.13% Reduced
120
SC
SkyKnight Capital
California
$108M $0 1 93.58% Maintained
121
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$108M $0 1 0.78% Maintained
122
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$106M -$1.58M 12 0.21% Reduced
123
Banco Santander
Banco Santander
Spain
$106M +$62.8M 3 1.39% Increased
124
National Pension Service
National Pension Service
South Korea
$105M +$56.7K 3 0.17% Increased
125
Farallon Capital Management
Farallon Capital Management
California
$105M +$23M 1 0.53% Increased