← 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
Dodge & Cox
Dodge & Cox
California
$91.2M $0 1 0.05% Maintained
102
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.8M -$1.36M 11 0.03% Reduced
103
CGC
Continental Grain Company
New York
$89.4M $0 1 26.63% Maintained
104
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$89M -$14.7M 4 0.05% Reduced
105
Flossbach Von Storch
Flossbach Von Storch
Germany
$88.6M +$86.9M 1 0.35% New
106
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$87.4M +$39.3M 11 0.1% Increased
107
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$86.3M +$16M 1 0.63% Increased
108
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$86.1M -$20.8M 2 1.44% Reduced
109
SC
SkyKnight Capital
California
$85.5M $0 1 94.78% Maintained
110
Royal London Asset Management
Royal London Asset Management
United Kingdom
$84.2M +$16.7M 4 0.18% Increased
111
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$82.4M -$3.25M 16 0.08% Reduced
112
Aviva
Aviva
United Kingdom
$81.1M +$53.4M 3 0.14% Increased
113
Reinhart Partners
Reinhart Partners
Wisconsin
$80.7M +$7.39M 1 2.42% Increased
114
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$79.3M +$108M 6 0.12% New
115
Welch & Forbes
Welch & Forbes
Massachusetts
$79.1M -$375K 1 0.96% Reduced
116
Neuberger Berman Group
Neuberger Berman Group
New York
$77.2M -$30.4M 11 0.06% Reduced
117
Sessa Capital
Sessa Capital
New York
$75.6M +$74.8M 1 1.41% New
118
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$75.6M +$44M 11 0.14% Increased
119
SEI Investments
SEI Investments
Pennsylvania
$74.6M +$3.41M 12 0.07% Increased
120
ACM
American Capital Management
New York
$73.9M -$997K 1 3.26% Reduced
121
Trexquant Investment
Trexquant Investment
Connecticut
$72.7M +$58.7M 9 0.65% Increased
122
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$72.5M +$23.2M 16 0.01% Increased
123
Artisan Partners
Artisan Partners
Wisconsin
$72.5M +$24.8M 1 0.11% Increased
124
Raymond James Financial
Raymond James Financial
Florida
$71.8M +$9.05M 13 0.02% Increased
125
Woodline Partners
Woodline Partners
California
$70.7M +$79.8M 4 0.27% Increased