← 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
Nuveen
Nuveen
North Carolina
$57.5M +$10.6M 5 0.31% Increased
127
Man Group
Man Group
United Kingdom
$57.2M -$10.7M 10 0.22% Reduced
128
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$56.1M +$6.64M 6 0.27% Increased
129
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$55.9M +$1.68M 2 0.6% Increased
130
Natixis
Natixis
France
$55.7M +$18.7M 2 0.35% Increased
131
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.7M +$904K 11 0.06% Increased
132
VOYA Investment Management
VOYA Investment Management
Georgia
$54.7M -$27.7M 11 0.12% Reduced
133
SEI Investments
SEI Investments
Pennsylvania
$53.9M +$7.86M 10 0.18% Increased
134
Soros Fund Management
Soros Fund Management
New York
$53.8M +$19M 2 1.25% Increased
135
Point72 Asset Management
Point72 Asset Management
Connecticut
$53.7M -$31.8M 3 0.24% Reduced
136
Glenmede Trust
Glenmede Trust
Pennsylvania
$51.8M +$5.86M 10 0.23% Increased
137
Adage Capital Partners
Adage Capital Partners
Massachusetts
$51.7M -$3.14M 4 0.13% Reduced
138
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$51.3M +$31.6M 5 1.78% Increased
139
BCM
Bronte Capital Management
Australia
$50M +$367K 1 18.75% Increased
140
MetLife Investment Management
MetLife Investment Management
New Jersey
$49.2M +$31.7M 11 0.15% Increased
141
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$49.2M +$9.95M 2 0.48% Increased
142
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$46.4M +$680K 7 0.17% Increased
143
PFC
Poplar Forest Capital
California
$45.3M +$14.6M 2 3.05% Increased
144
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.2M +$6.73M 8 0.06% Increased
145
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$44.5M +$37.4M 6 0.05% Increased
146
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$43.5M +$10.2M 3 0.02% Increased
147
SC
Sasco Capital
Connecticut
$43.4M -$9.75M 1 4.07% Reduced
148
GL
Governors Lane
New York
$42.7M +$13.2M 2 3.11% Increased
149
HSBC Holdings
HSBC Holdings
United Kingdom
$42.6M +$516K 10 0.08% Increased
150
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$41.7M +$34.5M 1 0.51% New