← 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
126
KBC Group
KBC Group
Belgium
$57.8M -$6.19M 7 0.12% Reduced
127
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$57.3M +$23.1M 2 0.46% Increased
128
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$56.7M -$14.4M 8 0.39% Reduced
129
Point72 Asset Management
Point72 Asset Management
Connecticut
$56.5M +$16.6M 9 0.06% Increased
130
Corient Private Wealth
Corient Private Wealth
Florida
$55M +$16.7M 12 0.08% Increased
131
National Pension Service
National Pension Service
South Korea
$54.9M +$7.81M 1 0.04% Increased
132
Nykredit A/S
Nykredit A/S
Denmark
$54.8M +$58M 10 0.21% New
133
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$54.2M -$17.8M 1 0.19% Reduced
134
Voloridge Investment Management
Voloridge Investment Management
Florida
$52.8M -$80.6M 1 0.22% Reduced
135
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$52.7M +$1.56M 14 0.07% Increased
136
Raymond James Financial
Raymond James Financial
Florida
$52.5M -$6.7M 13 0.01% Reduced
137
Canada Life
Canada Life
Manitoba, Canada
$52.2M -$534K 7 0.08% Reduced
138
First Pacific Advisors
First Pacific Advisors
California
$51.7M +$11.2M 1 0.64% Increased
139
Life Cycle Investment Partners
Life Cycle Investment Partners
$49.8M +$9.82M 1 0.23% Increased
140
American Century Companies
American Century Companies
Missouri
$48.1M -$34.9M 11 0.02% Reduced
141
Wedge Capital Management
Wedge Capital Management
North Carolina
$48M -$9.35M 3 0.79% Reduced
142
Marshall Wace
Marshall Wace
United Kingdom
$45.9M -$85M 11 0.04% Reduced
143
Freestone Grove Partners
Freestone Grove Partners
California
$45.8M -$9.17M 7 0.29% Reduced
144
Creative Planning
Creative Planning
Kansas
$45.7M +$14.2M 16 0.03% Increased
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$45.5M +$9.8M 12 0.09% Increased
146
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$45M -$2.94M 12 0.07% Reduced
147
Franklin Resources
Franklin Resources
California
$44.8M -$48.7M 10 0.01% Reduced
148
CCM
Coliseum Capital Management
Connecticut
$44.8M $0 1 3.86% Maintained
149
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$44.7M +$26.9M 9 0.08% Increased
150
ACM
American Capital Management
New York
$44.5M -$7.66M 1 2% Reduced