← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$115M -$3.45M 18 0.13% Reduced
102
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$109M +$44.2M 4 0.23% Increased
103
Verition Fund Management
Verition Fund Management
Connecticut
$107M +$7.26M 11 0.42% Increased
104
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$105M +$7.65M 8 0.1% Increased
105
Russell Investments Group
Russell Investments Group
United Kingdom
$103M +$26.9M 17 0.14% Increased
106
8KM
8 Knots Management
Texas
$102M -$1.54M 1 10.19% Reduced
107
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$99.9M +$3.5M 11 0.19% Increased
108
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$98.9M +$22.4M 3 0.72% Increased
109
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$98.5M -$4.74M 12 0.18% Reduced
110
Squarepoint
Squarepoint
New York
$96.6M -$15.6M 10 0.1% Reduced
111
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$95M -$6.67M 3 0.36% Reduced
112
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$94.8M +$13.1M 5 0.15% Increased
113
Dodge & Cox
Dodge & Cox
California
$94.5M $0 1 0.06% Maintained
114
ClearBridge Investments
ClearBridge Investments
New York
$93.3M -$2.54M 4 0.08% Reduced
115
Driehaus Capital Management
Driehaus Capital Management
Illinois
$92.2M -$9.89M 1 0.76% Reduced
116
Baird Financial Group
Baird Financial Group
Wisconsin
$91.8M -$13.2M 7 0.18% Reduced
117
Prudential Financial
Prudential Financial
New Jersey
$91.2M +$5.3M 13 0.13% Increased
118
Fidelity International
Fidelity International
Bermuda
$90.8M -$12.3M 1 0.08% Reduced
119
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$90.7M -$3.15M 17 0.12% Reduced
120
IP
Interval Partners
New York
$90.1M +$75.6M 2 1.77% Increased
121
ACM
American Capital Management
New York
$89.8M -$16M 1 3.34% Reduced
122
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$88.8M +$35.4M 4 0.4% Increased
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$88.3M +$35.3M 4 0.22% Increased
124
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$84.6M +$6.41M 8 0.2% Increased
125
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$83.9M +$14.7M 4 1.3% Increased