← 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
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$73.9M -$12.3M 1 2.12% Reduced
127
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$72.2M +$153K 13 0.13% Increased
128
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$70.6M -$3.37M 6 0.09% Reduced
129
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$70.4M +$38.6M 3 0.35% Increased
130
Capital International Investors
Capital International Investors
California
$70.3M $0 1 0.01% Maintained
131
Canada Life
Canada Life
Manitoba, Canada
$70.3M -$1.47M 8 0.11% Reduced
132
Reinhart Partners
Reinhart Partners
Wisconsin
$69M +$674K 1 2.36% Increased
133
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$68.8M -$6.87M 4 0.48% Reduced
134
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$68.3M -$13.2M 6 0.47% Reduced
135
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$68.1M -$5.94M 6 0.16% Reduced
136
B
Braidwell
Connecticut
$67.8M +$31.9M 1 2.32% Increased
137
Achmea Investment Management
Achmea Investment Management
Netherlands
$67.2M +$1.15M 3 0.87% Increased
138
Baupost Group
Baupost Group
Massachusetts
$66.9M +$1.18M 1 1.62% Increased
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.7M +$147K 11 0.14% Increased
140
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$66.6M +$1.86M 12 0.11% Increased
141
Primecap Management
Primecap Management
California
$66.3M +$36.1M 1 0.05% Increased
142
National Pension Service
National Pension Service
South Korea
$65.9M +$504K 2 0.06% Increased
143
PineBridge Investments
PineBridge Investments
New York
$65.7M +$7.03M 4 0.52% Increased
144
William Blair & Company
William Blair & Company
Illinois
$64.9M +$710K 5 0.18% Increased
145
TimesSquare Capital Management
TimesSquare Capital Management
New York
$64.8M +$3.33M 1 0.93% Increased
146
VOYA Investment Management
VOYA Investment Management
Georgia
$64.7M -$454K 13 0.06% Reduced
147
BAMCO Inc
BAMCO Inc
New York
$63.8M -$53.7M 1 0.17% Reduced
148
JGC
J. Goldman & Co
New York
$62.9M +$56.6M 2 1.51% Increased
149
Jefferies Financial Group
Jefferies Financial Group
New York
$62.5M +$15M 6 0.53% Increased
150
Danske Bank
Danske Bank
Denmark
$60.7M +$17.3M 7 0.15% Increased