← 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
NFA
Nationwide Fund Advisors
Ohio
$45.8M +$4.07M 7 0.21% Increased
127
ARC
Absolute Return Capital
Massachusetts
$45.8M +$30.8M 5 0.66% Increased
128
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$45M -$5.55M 3 0.12% Reduced
129
Tiger Global Management
Tiger Global Management
New York
$44.7M $0 1 0.61% Maintained
130
Macquarie Group
Macquarie Group
Australia
$44.7M -$11.4M 6 0.08% Reduced
131
OppenheimerFunds
OppenheimerFunds
New York
$43.9M +$12.4M 1 0.05% Increased
132
RMCP
Red Mountain Capital Partners
California
$42.4M +$15.2M 1 13.47% Increased
133
BlackRock Japan
BlackRock Japan
Japan
$42.3M -$1.57M 5 0.19% Reduced
134
VAM
Visium Asset Management
New York
$41.5M -$46.2M 4 0.67% Reduced
135
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$41.2M +$1.48M 1 0.89% Increased
136
Raymond James & Associates
Raymond James & Associates
Florida
$41.2M +$8.87M 5 0.28% Increased
137
Barclays
Barclays
United Kingdom
$41.2M -$21.6M 10 0.05% Reduced
138
Swiss National Bank
Swiss National Bank
Switzerland
$41M -$2.67M 8 0.16% Reduced
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$40.4M +$7.99M 5 0.15% Increased
140
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$39.3M -$8.67M 9 0.05% Reduced
141
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$37.8M +$2.41M 4 1.39% Increased
142
AQR Capital Management
AQR Capital Management
Connecticut
$37.5M -$8.15M 6 0.11% Reduced
143
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$37.4M +$6.65M 1 4.61% Increased
144
Numeric Investors
Numeric Investors
Massachusetts
$36.9M +$26.6M 2 0.63% Increased
145
FAM
Foundation Asset Management
New York
$36.5M +$3.72M 1 9.92% Increased
146
SG Americas Securities
SG Americas Securities
New York
$36M -$656K 8 0.16% Reduced
147
Capital International Investors
Capital International Investors
California
$35.4M -$34.5M 1 0.1% Reduced
148
LCG
Luxor Capital Group
New York
$35.1M +$23.8M 1 0.69% Increased
149
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$35M +$6.72M 4 0.17% Increased
150
Foresters Investment Management
Foresters Investment Management
New York
$34.9M -$735 2 0.76% Reduced