← 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
AQR Capital Management
AQR Capital Management
Connecticut
$89.1M +$2.31M 9 0.16% Increased
127
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.3M -$14.1M 14 0.05% Reduced
128
Swedbank
Swedbank
Sweden
$87M +$10.2M 6 0.15% Increased
129
HSBC Holdings
HSBC Holdings
United Kingdom
$85.8M -$911K 11 0.08% Reduced
130
Silvercrest Asset Management
Silvercrest Asset Management
New York
$85.3M +$6.1M 2 0.54% Increased
131
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.2M -$5.36M 6 0.09% Reduced
132
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$83.8M +$17.1M 2 0.6% Increased
133
Aberdeen Group
Aberdeen Group
United Kingdom
$83.3M +$36.6M 5 0.18% Increased
134
Welch & Forbes
Welch & Forbes
Massachusetts
$81.1M +$38.1K 1 1.21% Increased
135
National Pension Service
National Pension Service
South Korea
$79.7M -$271K 2 0.14% Reduced
136
William Blair & Company
William Blair & Company
Illinois
$79.4M -$1.53M 5 0.25% Reduced
137
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.9M +$41.2M 7 0.27% Increased
138
DC
DPM Capital
Florida
$78.7M -$21.8M 1 100% Reduced
139
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$76.8M +$12.3M 8 0.08% Increased
140
AAM
Ardevora Asset Management
United Kingdom
$76.8M +$76.5M 1 0.82% New
141
BGI
BlueDrive Global Investors
United Kingdom
$76.4M -$8.88M 2 30.18% Reduced
142
Voloridge Investment Management
Voloridge Investment Management
Florida
$75.2M -$4.82M 9 0.41% Reduced
143
Brown Advisory
Brown Advisory
Maryland
$75.1M +$11.4M 5 0.09% Increased
144
SM
Senvest Management
New York
$74M +$8.19M 1 2.08% Increased
145
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$74M +$17M 1 3.5% Increased
146
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$73.8M +$7.19M 4 0.49% Increased
147
Westwood Holdings Group
Westwood Holdings Group
Texas
$71.8M +$10M 2 0.64% Increased
148
Eaton Vance Management
Eaton Vance Management
Massachusetts
$71.3M -$2.47M 11 0.09% Reduced
149
Two Sigma Advisers
Two Sigma Advisers
New York
$69.6M -$37.5M 9 0.17% Reduced
150
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$69.5M -$12.6M 2 0.08% Reduced