← 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
National Pension Service
National Pension Service
South Korea
$81.5M +$1.42M 2 0.19% Increased
127
Two Sigma Advisers
Two Sigma Advisers
New York
$78.7M -$5.45M 9 0.21% Reduced
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$78.2M +$4.73M 10 0.18% Increased
129
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$77.9M +$10.7M 5 0.53% Increased
130
MC
Martin Currie
United Kingdom
$76.9M +$34.5M 1 2.83% Increased
131
GAMCO Investors
GAMCO Investors
Connecticut
$76M -$2.49M 4 0.71% Reduced
132
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$75.9M -$46.7M 9 0.17% Reduced
133
AKO Capital
AKO Capital
United Kingdom
$75.7M +$71M 1 0.98% New
134
SSM
Sound Shore Management
Connecticut
$74.3M +$74.3M 1 2.21% New
135
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$74.2M -$10M 3 0.1% Reduced
136
Glenmede Trust
Glenmede Trust
Pennsylvania
$74M +$11.8M 7 0.41% Increased
137
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$73.8M +$7.4M 2 0.21% Increased
138
SCM
Stadium Capital Management
Connecticut
$73.3M +$14.3M 1 36.56% Increased
139
Eaton Vance Management
Eaton Vance Management
Massachusetts
$72M +$1.54M 6 0.11% Increased
140
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$70.9M +$12.7M 3 0.71% Increased
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$70.2M +$1.67M 6 0.28% Increased
142
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$69.7M -$22.3M 4 0.32% Reduced
143
Todd Asset Management
Todd Asset Management
Kentucky
$68.5M +$4.09M 2 1.75% Increased
144
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$68.5M +$2.82M 11 0.69% Increased
145
CIP
CAS Investment Partners
Connecticut
$68.5M $0 1 3.8% Maintained
146
KBC Group
KBC Group
Belgium
$67M -$1.23M 7 0.31% Reduced
147
Epoch Investment Partners
Epoch Investment Partners
New York
$66.7M +$1.28M 3 0.31% Increased
148
2
2Xideas
Switzerland
$65.9M +$61.8M 1 8.21% New
149
William Blair & Company
William Blair & Company
Illinois
$65.8M +$342K 5 0.24% Increased
150
Natixis Advisors
Natixis Advisors
Massachusetts
$65.3M -$4.39M 5 0.38% Reduced
4 5
6
7 8