← 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
Freestone Grove Partners
Freestone Grove Partners
California
$78.6M +$12.4M 6 0.81% Increased
127
Reinhart Partners
Reinhart Partners
Wisconsin
$78.4M +$9.75M 1 2.86% Increased
128
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$78.2M -$9.33M 4 0.38% Reduced
129
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$77.5M -$4.39M 7 0.2% Reduced
130
TimesSquare Capital Management
TimesSquare Capital Management
New York
$75.9M +$7.67M 1 1.22% Increased
131
Bridgewater Associates
Bridgewater Associates
Connecticut
$75.1M +$13.1M 6 0.35% Increased
132
VOYA Investment Management
VOYA Investment Management
Georgia
$75M +$9.13M 14 0.08% Increased
133
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$74.9M +$3.6M 1 2.27% Increased
134
Welch & Forbes
Welch & Forbes
Massachusetts
$73.8M +$495K 1 0.97% Increased
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$73.7M -$681K 14 0.15% Reduced
136
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$72.7M +$6.7M 8 0.15% Increased
137
Capital Research Global Investors
Capital Research Global Investors
California
$71.7M -$283M 1 0.02% Reduced
138
Canada Life
Canada Life
Manitoba, Canada
$71.7M -$944K 8 0.13% Reduced
139
Jane Street
Jane Street
New York
$71.2M +$11.2M 13 0.02% Increased
140
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$70M -$19.8M 12 0.13% Reduced
141
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$69.2M -$2.98M 10 0.16% Reduced
142
IP
Interval Partners
New York
$68.5M -$5.64M 2 1.44% Reduced
143
VSCP
Vesey Street Capital Partners
New York
$68.5M $0 1 100% Maintained
144
Truist Financial
Truist Financial
North Carolina
$68M +$6.36M 10 0.11% Increased
145
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$67.5M -$18.4M 4 0.18% Reduced
146
Pictet Asset Management
Pictet Asset Management
Switzerland
$66.8M +$32M 8 0.07% Increased
147
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$66.5M +$24.1M 7 0.09% Increased
148
ITP
Iron Triangle Partners
Connecticut
$66.4M +$25.5M 2 10.46% Increased
149
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$65.8M -$28.8M 3 0.26% Reduced
150
Baupost Group
Baupost Group
Massachusetts
$65.6M $0 1 1.88% Maintained