← 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
BlackRock Japan
BlackRock Japan
Japan
$54.3M +$488K 6 0.2% Increased
127
Victory Capital Management
Victory Capital Management
Texas
$54M +$14.9M 6 0.22% Increased
128
GAM
GVO Asset Management
Switzerland
$54M -$1.96M 1 6.31% Reduced
129
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$53.7M -$8.07M 6 0.18% Reduced
130
US Bancorp
US Bancorp
Minnesota
$52.5M -$467K 9 0.2% Reduced
131
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.5M +$1.43M 10 0.08% Increased
132
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$52.3M +$19.1M 2 0.19% Increased
133
Wellington Management Group
Wellington Management Group
Massachusetts
$52.3M -$29.5M 6 0.01% Reduced
134
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$50.4M +$8.11M 5 0.2% Increased
135
SGAM
Smith Group Asset Management
Texas
$50.2M -$107K 3 1.5% Reduced
136
FQ
First Quadrant
California
$49.7M +$25.4M 7 1.1% Increased
137
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.5M -$91.4M 7 0.03% Reduced
138
River Road Asset Management
River Road Asset Management
Kentucky
$49.2M -$12.6M 1 1.05% Reduced
139
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$48.2M -$7.8M 3 0.45% Reduced
140
Comerica Bank
Comerica Bank
Texas
$47.9M -$5.45M 7 0.41% Reduced
141
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$46.5M -$25.8M 3 0.18% Reduced
142
PHS
PFM Health Sciences
California
$45.3M +$4.34M 1 1.37% Increased
143
Franklin Resources
Franklin Resources
California
$45.3M -$901K 2 0.02% Reduced
144
PAR Capital Management
PAR Capital Management
Massachusetts
$45.2M $0 1 0.75% Maintained
145
Boston Trust Walden
Boston Trust Walden
Massachusetts
$43.4M +$826K 3 0.74% Increased
146
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$42.4M +$958K 1 1.28% Increased
147
Congress Asset Management
Congress Asset Management
Massachusetts
$42.3M +$3.49M 1 0.98% Increased
148
Credit Agricole
Credit Agricole
France
$41M -$3.89M 5 0.16% Reduced
149
Capstone Investment Advisors
Capstone Investment Advisors
New York
$40.7M +$3.47M 4 0.78% Increased
150
Deerfield Management
Deerfield Management
New York
$40.6M -$22.4M 1 1.6% Reduced