← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$110M +$13.7M 18 0.15% Increased
102
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$109M +$3.34M 4 0.23% Increased
103
KBC Group
KBC Group
Belgium
$107M +$29.6M 8 0.33% Increased
104
SCA
Southpoint Capital Advisors
New York
$107M +$5.54M 1 2.54% Increased
105
LCP
LGT Capital Partners
Switzerland
$105M -$8.87M 1 4.65% Reduced
106
Dodge & Cox
Dodge & Cox
California
$104M $0 1 0.06% Maintained
107
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$103M -$5.83M 18 0.13% Reduced
108
Victory Capital Management
Victory Capital Management
Texas
$102M -$14.9M 14 0.1% Reduced
109
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$102M +$2.57M 8 0.09% Increased
110
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$98M +$27.3M 4 0.94% Increased
111
Junto Capital Management
Junto Capital Management
New York
$97.7M +$96.4M 1 2.05% New
112
CCM
Coliseum Capital Management
Connecticut
$95.9M +$61.6M 1 8.01% Increased
113
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$94.2M -$165K 3 0.68% Reduced
114
SC
SkyKnight Capital
California
$93M $0 1 94.87% Maintained
115
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$89.3M +$6.04M 18 0.13% Increased
116
ACM
American Capital Management
New York
$88.3M +$413K 1 3.59% Increased
117
Capital International Investors
Capital International Investors
California
$87.9M +$4.11M 1 0.02% Increased
118
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$86.5M +$7.81M 4 1.45% Increased
119
Man Group
Man Group
United Kingdom
$84.4M -$32.2M 8 0.21% Reduced
120
Voloridge Investment Management
Voloridge Investment Management
Florida
$83.5M +$6.94M 2 0.31% Increased
121
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$83M +$46.5M 1 0.94% Increased
122
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$82.1M +$84.2M 6 0.61% New
123
Neuberger Berman Group
Neuberger Berman Group
New York
$81.4M -$23.8M 12 0.07% Reduced
124
AustralianSuper
AustralianSuper
Australia
$79.8M +$49.9M 3 0.45% Increased
125
Fidelity International
Fidelity International
Bermuda
$79.1M -$10.2M 2 0.08% Reduced