← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$67.3M +$6.86M 8 0.12% Increased
127
Envestnet Asset Management
Envestnet Asset Management
Illinois
$66.9M +$1.47M 9 0.07% Increased
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$65.3M +$45.3M 11 0.12% Increased
129
Boston Partners
Boston Partners
Massachusetts
$64.8M +$2.17M 2 0.09% Increased
130
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$64.7M -$1.57M 6 0.13% Reduced
131
AAM
AMI Asset Management
California
$63.3M -$71.3K 2 3.13% Reduced
132
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$63.3M +$11.2M 5 0.11% Increased
133
Glenmede Trust
Glenmede Trust
Pennsylvania
$62M +$11.1M 9 0.28% Increased
134
Empyrean Capital Partners
Empyrean Capital Partners
California
$61.1M -$18.9M 1 4.02% Reduced
135
Driehaus Capital Management
Driehaus Capital Management
Illinois
$60.1M +$11.5M 4 1.6% Increased
136
Winton Group
Winton Group
United Kingdom
$59.7M +$24.8M 8 0.84% Increased
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$57.9M -$2.03M 9 0.22% Reduced
138
CIP
CAS Investment Partners
Connecticut
$56.4M +$2.32M 1 9.28% Increased
139
Raymond James & Associates
Raymond James & Associates
Florida
$56M -$2.28M 9 0.07% Reduced
140
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$55.4M +$1.97M 4 0.47% Increased
141
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$54.4M -$10.8M 2 0.29% Reduced
142
Wasatch Advisors
Wasatch Advisors
Utah
$53.8M +$6.92M 2 0.44% Increased
143
VOYA Investment Management
VOYA Investment Management
Georgia
$53.7M +$3.63M 12 0.11% Increased
144
William Blair & Company
William Blair & Company
Illinois
$52.8M +$879K 5 0.27% Increased
145
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$52.7M +$22.2M 4 0.41% Increased
146
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$52.7M -$3.56M 1 0.99% Reduced
147
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.7M -$17.2M 4 0.41% Reduced
148
CCI
Columbus Circle Investors
$52.2M +$5.88M 1 2.24% Increased
149
Korea Investment Corp
Korea Investment Corp
South Korea
$52.1M -$7.3M 3 0.19% Reduced
150
Aberdeen Group
Aberdeen Group
United Kingdom
$51.8M -$1.82M 5 0.13% Reduced