← 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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$103M +$7.56M 12 0.19% Increased
102
Pacer Advisors
Pacer Advisors
Pennsylvania
$101M -$301M 7 0.23% Reduced
103
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$101M +$33.4M 18 0.13% Increased
104
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$98.9M -$7.33M 11 0.2% Reduced
105
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$98.7M -$4.86M 1 0.92% Reduced
106
Man Group
Man Group
United Kingdom
$96.4M -$22.9M 10 0.24% Reduced
107
TIA
Tandem Investment Advisors
South Carolina
$96M +$2.96M 1 3.82% Increased
108
Frontier Capital Management
Frontier Capital Management
Massachusetts
$95.7M -$30.3M 2 0.95% Reduced
109
ACM
American Capital Management
New York
$94.7M -$377K 1 3.17% Reduced
110
WPL
WINDACRE PARTNERSHIP LLC
Texas
$90.4M -$5M 1 1.19% Reduced
111
ROIC
Route One Investment Company
California
$89.7M -$595K 1 3.11% Reduced
112
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$86.4M +$22.9M 1 0.91% Increased
113
SC
SkyKnight Capital
California
$85.8M $0 1 91.93% Maintained
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$85M -$2.16M 14 0.22% Reduced
115
Truist Financial
Truist Financial
North Carolina
$82.6M -$1.11M 11 0.13% Reduced
116
Raymond James & Associates
Raymond James & Associates
Florida
$81M +$22.3M 12 0.05% Increased
117
Dodge & Cox
Dodge & Cox
California
$80.6M $0 1 0.05% Maintained
118
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$80.2M +$6.13M 8 0.1% Increased
119
VOYA Investment Management
VOYA Investment Management
Georgia
$79.7M -$16.1M 14 0.08% Reduced
120
Bridgewater Associates
Bridgewater Associates
Connecticut
$79.3M -$4.57M 7 0.41% Reduced
121
National Bank of Canada
National Bank of Canada
Quebec, Canada
$78.5M +$2.67M 12 0.11% Increased
122
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$77.5M -$5.07M 1 0.67% Reduced
123
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$76.1M +$46.2M 3 0.69% Increased
124
Stifel Financial
Stifel Financial
Missouri
$76.1M +$8M 9 0.09% Increased
125
National Pension Service
National Pension Service
South Korea
$75.9M -$18.6M 3 0.09% Reduced