← 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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$53.8M +$18.1M 3 0.11% Increased
127
OCAM
Owl Creek Asset Management
New York
$53.8M +$7M 1 2.89% Increased
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$52.4M -$20.2M 4 0.18% Reduced
129
US Bancorp
US Bancorp
Minnesota
$52.1M +$5.5M 8 0.2% Increased
130
Deerfield Management
Deerfield Management
New York
$50.5M -$7.72M 1 1.68% Reduced
131
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$49.6M -$11.9M 2 0.18% Reduced
132
Federated Hermes
Federated Hermes
Pennsylvania
$49.3M -$26.5M 8 0.15% Reduced
133
BlackRock Japan
BlackRock Japan
Japan
$48.3M +$1.82M 3 0.19% Increased
134
Victory Capital Management
Victory Capital Management
Texas
$48M +$4.99M 6 0.18% Increased
135
Franklin Resources
Franklin Resources
California
$47.6M -$6.46M 3 0.02% Reduced
136
MAMU
Marathon Asset Management (UK)
United Kingdom
$47.3M +$2.92M 2 1.08% Increased
137
Raymond James & Associates
Raymond James & Associates
Florida
$46.5M +$3.43M 5 0.18% Increased
138
STRS Ohio
STRS Ohio
Ohio
$46.3M -$924K 6 0.2% Reduced
139
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$45.9M +$11.5M 5 0.15% Increased
140
BlackRock Advisors
BlackRock Advisors
Delaware
$45.2M -$21.3M 9 0.05% Reduced
141
TFP
Triple Frond Partners
California
$43.7M $0 1 11.16% Maintained
142
PGGM Investments
PGGM Investments
Netherlands
$42.2M -$31.8M 2 0.22% Reduced
143
H
Hexavest
Quebec, Canada
$41M +$36.1M 2 0.68% Increased
144
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41M +$17M 4 0.25% Increased
145
Winton Group
Winton Group
United Kingdom
$39.8M -$31.5M 2 0.37% Reduced
146
CC
Carlson Capital
Texas
$39.3M +$15.8M 1 0.43% Increased
147
RCM
Riverhead Capital Management
Delaware
$38.6M +$1.69M 3 0.58% Increased
148
AIG
American International Group
New York
$38.2M -$223K 10 0.15% Reduced
149
Perkins Investment Management
Perkins Investment Management
Illinois
$38.2M -$8.2M 1 0.44% Reduced
150
RMCP
Red Mountain Capital Partners
California
$37.7M $0 1 8.08% Maintained
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