← 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
151
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$74.5M +$11.9M 7 0.17% Increased
152
Citigroup
Citigroup
New York
$74.1M -$7.16M 20 0.05% Reduced
153
MC
Martin Currie
United Kingdom
$73.2M +$63.5K 1 2.46% Increased
154
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$72M +$24.5M 6 0.16% Increased
155
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$69.7M -$1.9M 3 0.58% Reduced
156
Two Sigma Advisers
Two Sigma Advisers
New York
$69.3M -$12.5M 10 0.18% Reduced
157
CCM
Candlestick Capital Management
Connecticut
$67.8M -$17.8M 1 1.58% Reduced
158
Welch & Forbes
Welch & Forbes
Massachusetts
$67.3M +$599K 1 1.06% Increased
159
SAM
Scopus Asset Management
New York
$66.6M -$19.3M 2 1.87% Reduced
160
Storebrand Asset Management
Storebrand Asset Management
Norway
$64.6M +$10.1M 5 0.3% Increased
161
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$64.3M +$497K 3 0.02% Increased
162
UMB Bank
UMB Bank
Missouri
$64.2M -$564K 11 0.97% Reduced
163
STRS Ohio
STRS Ohio
Ohio
$61.8M -$5.98M 13 0.26% Reduced
164
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$61.7M +$6.63M 5 0.13% Increased
165
2
2Xideas
Switzerland
$60.6M -$121K 1 5.79% Reduced
166
Cullen Capital Management
Cullen Capital Management
New York
$60.3M +$7.41M 1 0.54% Increased
167
HighTower Advisors
HighTower Advisors
Illinois
$59.2M +$3.97M 13 0.12% Increased
168
Canada Life
Canada Life
Manitoba, Canada
$59M -$993K 11 0.14% Reduced
169
IAM
Iridian Asset Management
Connecticut
$58.8M -$2.95M 2 5.48% Reduced
170
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57.5M +$3.48M 5 0.25% Increased
171
Squarepoint
Squarepoint
New York
$57.2M +$24.9M 10 0.18% Increased
172
CRM
Cramer Rosenthal McGlynn
Connecticut
$57.2M -$16.8M 2 2.86% Reduced
173
Acadian Asset Management
Acadian Asset Management
Massachusetts
$56.9M -$17.4M 9 0.23% Reduced
174
Level Four Advisory Services
Level Four Advisory Services
Texas
$56.7M -$289K 3 3.41% Reduced
175
Yacktman Asset Management
Yacktman Asset Management
Texas
$56.6M +$719K 1 0.54% Increased
5 6
7
8 9