← 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
Korea Investment Corp
Korea Investment Corp
South Korea
$52.6M -$29.8M 3 0.22% Reduced
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$52.2M -$54M 8 0.2% Reduced
128
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$51.8M -$53.9M 2 0.29% Reduced
129
HSBC Holdings
HSBC Holdings
United Kingdom
$51.3M +$315K 10 0.1% Increased
130
Canada Life
Canada Life
Manitoba, Canada
$49.5M +$2.99M 6 0.12% Increased
131
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$49.3M +$1.46M 1 0.99% Increased
132
BGI
BlueDrive Global Investors
United Kingdom
$47.9M +$45.2M 1 14.31% New
133
Squarepoint
Squarepoint
New York
$47.6M +$4.86M 10 0.42% Increased
134
Boston Partners
Boston Partners
Massachusetts
$47.5M -$26.4M 2 0.06% Reduced
135
PPC
Park Presidio Capital
California
$47.3M +$44.6M 1 5.56% New
136
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$46.8M +$23.1M 11 0.93% Increased
137
TCCM
Two Creeks Capital Management
New York
$46.8M -$13.9M 1 3.06% Reduced
138
Aberdeen Group
Aberdeen Group
United Kingdom
$46.2M -$3.14M 5 0.12% Reduced
139
TCW Group
TCW Group
California
$46.1M +$11.1M 1 0.53% Increased
140
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$45.8M +$20.1M 3 0.89% Increased
141
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$45.6M +$18M 4 0.42% Increased
142
William Blair & Company
William Blair & Company
Illinois
$45.3M -$710K 5 0.26% Reduced
143
VOYA Investment Management
VOYA Investment Management
Georgia
$44.7M -$14.4M 11 0.1% Reduced
144
Alyeska Investment Group
Alyeska Investment Group
Illinois
$44.2M -$25.7M 5 0.64% Reduced
145
Westwood Holdings Group
Westwood Holdings Group
Texas
$44M +$13.7M 2 0.49% Increased
146
Glenmede Trust
Glenmede Trust
Pennsylvania
$43.9M +$15M 9 0.2% Increased
147
Federated Hermes
Federated Hermes
Pennsylvania
$43.9M -$34.3M 11 0.11% Reduced
148
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$43.6M -$5.14M 5 0.09% Reduced
149
National Pension Service
National Pension Service
South Korea
$43.5M +$2.15M 3 0.14% Increased
150
CIP
CAS Investment Partners
Connecticut
$42.8M $0 1 9.45% Maintained