← 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.9M -$27M 15 0.07% Reduced
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$80.9M +$3.92M 14 0.09% Increased
103
Aviva
Aviva
United Kingdom
$78.8M +$3.91M 4 0.13% Increased
104
Aberdeen Group
Aberdeen Group
United Kingdom
$78.7M +$389K 4 0.13% Increased
105
Brandes Investment Partners
Brandes Investment Partners
California
$78.5M +$81.7M 3 0.56% New
106
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$78.3M -$5.26M 3 0.05% Reduced
107
Jane Street
Jane Street
New York
$76.8M -$56.4M 11 0.01% Reduced
108
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$74.3M -$685K 7 0.11% Reduced
109
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$73.5M +$26.7M 10 0.05% Increased
110
Welch & Forbes
Welch & Forbes
Massachusetts
$73.3M -$489K 1 0.95% Reduced
111
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$73.2M -$5.37M 5 0.13% Reduced
112
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$71.8M +$4.82M 17 0.01% Increased
113
Sessa Capital
Sessa Capital
New York
$71.4M $0 1 1.3% Maintained
114
Prudential Financial
Prudential Financial
New Jersey
$70.6M -$58.5M 12 0.09% Reduced
115
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.2M -$9.18M 12 0.09% Reduced
116
River Road Asset Management
River Road Asset Management
Kentucky
$65.3M +$1.36M 2 0.74% Increased
117
Todd Asset Management
Todd Asset Management
Kentucky
$63.9M +$5.6M 3 1.25% Increased
118
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$63.6M +$61.7M 1 0.27% Increased
119
SEI Investments
SEI Investments
Pennsylvania
$61.7M -$11.4M 15 0.06% Reduced
120
Raymond James Financial
Raymond James Financial
Florida
$61.3M -$4.61M 12 0.02% Reduced
121
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$61.2M -$208K 1 0.84% Reduced
122
Douglas Lane & Associates
Douglas Lane & Associates
New York
$60.5M +$9.67M 1 0.87% Increased
123
ACM
American Capital Management
New York
$59.6M -$10.4M 1 3.2% Reduced
124
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$59.2M +$3.95M 10 0.46% Increased
125
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$58.8M +$8.37M 3 0.05% Increased