← 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
Banco Santander
Banco Santander
Spain
$74.8M +$172K 2 0.93% Increased
127
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$74.3M +$6.88M 2 0.56% Increased
128
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$73.1M -$4.25M 11 0.15% Reduced
129
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$73M +$44.7M 15 0.01% Increased
130
Lazard Asset Management
Lazard Asset Management
New York
$73M +$30.6M 12 0.09% Increased
131
Artisan Partners
Artisan Partners
Wisconsin
$72.9M +$46.1M 1 0.11% Increased
132
Russell Investments Group
Russell Investments Group
United Kingdom
$72.3M -$14.9M 17 0.12% Reduced
133
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M -$4.42M 14 0.07% Reduced
134
EP
Eversept Partners
New York
$71.3M +$21.3M 1 4.88% Increased
135
Douglas Lane & Associates
Douglas Lane & Associates
New York
$70.6M +$17.4M 1 1% Increased
136
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$70M -$5.23M 14 0.14% Reduced
137
IAM
Ion Asset Management
Israel
$70M +$71M 1 3.91% New
138
DPCM
Doma Perpetual Capital Management
Florida
$69.8M -$255K 1 32.36% Reduced
139
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$68.7M -$2.79M 1 0.09% Reduced
140
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$67.6M -$5.62M 8 0.16% Reduced
141
Citigroup
Citigroup
New York
$67.4M -$2.25M 20 0.04% Reduced
142
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$63.9M +$55.8M 11 0.1% Increased
143
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$63.7M +$29.9M 1 1.02% Increased
144
LPL Financial
LPL Financial
California
$62.3M +$7.52M 14 0.03% Increased
145
Welch & Forbes
Welch & Forbes
Massachusetts
$62M +$478K 1 0.83% Increased
146
Canada Life
Canada Life
Manitoba, Canada
$61.8M +$10.4M 8 0.12% Increased
147
MDSL
M.D. Sass LLC
New York
$61.6M +$28M 1 4.43% Increased
148
PIM
Platinum Investment Management
Australia
$61.4M +$62.2M 2 2.49% Increased
149
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$61.4M -$4.58M 11 0.06% Reduced
150
PCM
Parsifal Capital Management
Connecticut
$61.1M $0 1 4.41% Maintained