← 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
SC
SkyKnight Capital
California
$78.1M -$3.9M 1 91.02% Reduced
127
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$77.3M -$6.12M 11 0.17% Reduced
128
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$74.3M +$3.63M 12 0.55% Increased
129
ACM
American Capital Management
New York
$74M +$4.19M 1 2.85% Increased
130
PE
Platinum Equity
California
$73.3M $0 1 38.04% Maintained
131
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$73.2M $0 1 0.55% Maintained
132
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$73.1M +$21.8M 1 3.19% Increased
133
Boston Partners
Boston Partners
Massachusetts
$72.6M +$9.62M 4 0.1% Increased
134
Frontier Capital Management
Frontier Capital Management
Massachusetts
$71.8M -$52.8M 1 0.79% Reduced
135
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$71.7M -$24.3M 18 0.1% Reduced
136
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$70.8M -$16.8M 10 0.09% Reduced
137
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$70.5M +$6.55M 16 0.22% Increased
138
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$69.6M -$3.09M 16 0.16% Reduced
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$69.5M -$717K 11 0.17% Reduced
140
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.8M -$38.3M 16 0.04% Reduced
141
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$66.5M +$6.98M 3 1.03% Increased
142
Artemis Investment Management
Artemis Investment Management
United Kingdom
$66.2M -$34.6M 3 0.92% Reduced
143
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$65.6M +$10.8M 9 0.16% Increased
144
Prudential Financial
Prudential Financial
New Jersey
$64.8M -$49.7M 16 0.1% Reduced
145
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$64.6M -$80.9M 2 0.24% Reduced
146
Truist Financial
Truist Financial
North Carolina
$63.7M -$1.39M 9 0.11% Reduced
147
CCM
Candlestick Capital Management
Connecticut
$60.1M +$6.08M 1 1.67% Increased
148
CIM
Contrarius Investment Management
Jersey
$58.9M -$21.7M 1 3.31% Reduced
149
Raymond James & Associates
Raymond James & Associates
Florida
$58.8M -$3.43M 12 0.05% Reduced
150
Adage Capital Partners
Adage Capital Partners
Massachusetts
$58.2M -$40.2M 4 0.13% Reduced