← 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
Altshuler Shaham
Altshuler Shaham
Israel
$78.9M +$86.9M 4 0.8% Increased
127
HSBC Holdings
HSBC Holdings
United Kingdom
$78.7M -$68.1M 10 0.09% Reduced
128
Sessa Capital
Sessa Capital
New York
$78.6M -$864K 1 3.03% Reduced
129
Korea Investment Corp
Korea Investment Corp
South Korea
$78.3M -$5.42M 4 0.25% Reduced
130
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$78.3M +$5.47M 2 0.21% Increased
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.5M -$230K 10 0.17% Reduced
132
Gabelli Funds
Gabelli Funds
New York
$77M -$12.9M 6 0.52% Reduced
133
Brown Advisory
Brown Advisory
Maryland
$76.8M -$17.1M 5 0.13% Reduced
134
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$76.4M +$29.1M 6 0.1% Increased
135
Melvin Capital Management
Melvin Capital Management
New York
$75.9M +$69.9M 1 0.43% New
136
Canada Life
Canada Life
Manitoba, Canada
$75.2M -$28.6M 13 0.18% Reduced
137
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$73.9M -$7.87M 3 0.1% Reduced
138
Adage Capital Partners
Adage Capital Partners
Massachusetts
$73.8M -$16.9M 5 0.15% Reduced
139
NSCM
New South Capital Management
Tennessee
$73.6M +$18.1M 1 2.16% Increased
140
Natixis Advisors
Natixis Advisors
Massachusetts
$73M +$10.8M 4 0.38% Increased
141
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$72.7M -$2.91M 11 0.16% Reduced
142
National Pension Service
National Pension Service
South Korea
$72.2M -$6.23M 3 0.15% Reduced
143
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$71.7M +$9.18M 3 0.44% Increased
144
Point72 Asset Management
Point72 Asset Management
Connecticut
$70.8M +$13.8M 4 0.33% Increased
145
Balyasny Asset Management
Balyasny Asset Management
Illinois
$70.6M +$59.8M 9 0.35% Increased
146
MC
Martin Currie
United Kingdom
$70.4M +$237K 1 2.72% Increased
147
SCM
Stadium Capital Management
Connecticut
$67.8M -$24.1M 1 31.65% Reduced
148
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$67.4M -$35M 8 0.44% Reduced
149
William Blair & Company
William Blair & Company
Illinois
$66.3M +$5.24M 5 0.25% Increased
150
Cambiar Investors
Cambiar Investors
Colorado
$65.6M +$60.5M 2 2.28% Increased