← 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
176
VOYA Investment Management
VOYA Investment Management
Georgia
$51.8M -$6.83M 13 0.1% Reduced
177
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$51.5M -$3.78M 11 0.08% Reduced
178
Lazard Asset Management
Lazard Asset Management
New York
$51.5M +$5.87M 10 0.06% Increased
179
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$50.9M +$21.7M 8 0.17% Increased
180
Two Sigma Advisers
Two Sigma Advisers
New York
$50.5M -$32.8M 9 0.14% Reduced
181
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$49.5M +$3.99M 7 0.21% Increased
182
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$49.3M -$950K 3 0.38% Reduced
183
MCM
Mason Capital Management
New York
$49M -$57.5M 1 11.18% Reduced
184
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$48.9M -$27.9M 6 0.31% Reduced
185
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$48.3M +$4.63M 12 0.31% Increased
186
ProShare Advisors
ProShare Advisors
Maryland
$47.6M +$5.09M 12 0.15% Increased
187
GIP
Granite Investment Partners
California
$47.1M +$1.86M 2 1.57% Increased
188
KBC Group
KBC Group
Belgium
$47M -$16.2M 6 0.19% Reduced
189
Railway Pension Investments
Railway Pension Investments
United Kingdom
$46M +$4.58M 2 0.43% Increased
190
Glenview Capital Management
Glenview Capital Management
New York
$45.9M +$31.7M 1 0.78% Increased
191
Andra AP-fonden
Andra AP-fonden
Sweden
$45.6M -$213K 4 1% Reduced
192
Chevy Chase Trust
Chevy Chase Trust
Maryland
$44.7M -$3.29M 5 0.16% Reduced
193
Storebrand Asset Management
Storebrand Asset Management
Norway
$44.7M +$5.85M 4 0.24% Increased
194
AssetMark Inc
AssetMark Inc
California
$43.8M +$24.3M 5 0.23% Increased
195
ACI
AMP Capital Investors
Australia
$43.8M +$57.2K 5 0.22% Increased
196
AAM
Ardevora Asset Management
United Kingdom
$43.4M +$642K 1 0.65% Increased
197
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$43.2M -$6.17M 8 0.05% Reduced
198
BCA
Bernzott Capital Advisors
California
$43.1M -$3.1M 1 3.78% Reduced
199
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$42.8M -$900K 14 0.55% Reduced
200
6CM
683 Capital Management
New York
$42.7M +$47.5M 1 2.26% New
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