← 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
226
Alyeska Investment Group
Alyeska Investment Group
Illinois
$26.2M -$21.8M 4 0.35% Reduced
227
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.8M -$1.2M 5 0.18% Reduced
228
Comerica Bank
Comerica Bank
Texas
$25.5M -$2.41M 10 0.19% Reduced
229
HighTower Advisors
HighTower Advisors
Illinois
$24.5M +$702K 7 0.14% Increased
230
CISOA
Capital Investment Services of America
Wisconsin
$24M -$81.4K 1 3.23% Reduced
231
Washington Trust
Washington Trust
Rhode Island
$23.9M +$22.2M 1 0.94% New
232
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.8M +$19M 4 0.06% Increased
233
TD Asset Management
TD Asset Management
Ontario, Canada
$23.8M -$13.8M 6 0.03% Reduced
234
MFAM
Motley Fool Asset Management
Virginia
$23.6M -$7.38M 1 2.53% Reduced
235
Snyder Capital Management
Snyder Capital Management
California
$23.6M -$531K 1 0.93% Reduced
236
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.9M +$1.26M 8 0.28% Increased
237
Guggenheim Capital
Guggenheim Capital
Illinois
$22.6M -$3.84M 7 0.17% Reduced
238
RIG
Roosevelt Investment Group
New York
$22.5M -$2.64M 2 2.31% Reduced
239
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$22M +$1.4M 8 0.1% Increased
240
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$22M +$21.8M 1 0.11% New
241
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$21.8M +$7.96M 3 0.14% Increased
242
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.8M +$1.18M 8 0.28% Increased
243
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.7M +$8.68M 8 0.3% Increased
244
UBS O'Connor
UBS O'Connor
Illinois
$21.6M -$11M 4 0.61% Reduced
245
Jefferies Group
Jefferies Group
New York
$21.5M +$6.35M 7 0.17% Increased
246
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$21.3M +$676K 5 0.07% Increased
247
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$21.1M -$13.1M 5 0.21% Reduced
248
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$20.9M -$88.1K 5 0.17% Reduced
249
Nomura Asset Management
Nomura Asset Management
Japan
$20.8M -$2.24M 4 0.19% Reduced
250
Artisan Partners
Artisan Partners
Wisconsin
$20.8M +$9.49M 1 0.04% Increased
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