← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.1M -$32.9M 6 0.13% Reduced
227
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35M +$479K 14 0.03% Increased
228
Meyer Handelman Company
Meyer Handelman Company
New York
$34.9M +$641K 3 1.44% Increased
229
Jane Street
Jane Street
New York
$34.6M +$17.5M 12 0.02% Increased
230
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$34.5M +$3.89M 1 0.93% Increased
231
TCP
ThornTree Capital Partners
Massachusetts
$34.4M -$15.1M 1 4.43% Reduced
232
Alyeska Investment Group
Alyeska Investment Group
Illinois
$34.4M +$13.8M 3 0.44% Increased
233
Comerica Bank
Comerica Bank
Texas
$34.3M +$155K 9 0.2% Increased
234
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$34.2M +$1.83M 3 0.42% Increased
235
Voloridge Investment Management
Voloridge Investment Management
Florida
$34M +$14.8M 6 0.25% Increased
236
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$33.9M -$5.11M 1 1.07% Reduced
237
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$33.9M -$16.1M 4 0.06% Reduced
238
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$33.4M +$24.9M 3 0.14% Increased
239
Nomura Asset Management
Nomura Asset Management
Japan
$33.1M +$20.8M 4 0.21% Increased
240
SC
Sasco Capital
Connecticut
$32.4M +$7.9M 1 4.05% Increased
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$32.3M -$1.15M 5 0.2% Reduced
242
Frontier Capital Management
Frontier Capital Management
Massachusetts
$32M -$23.2M 2 0.24% Reduced
243
HighTower Advisors
HighTower Advisors
Illinois
$31.1M +$1.64M 8 0.1% Increased
244
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$30.8M +$13.9M 10 0.45% Increased
245
US Bancorp
US Bancorp
Minnesota
$30.7M -$612K 14 0.06% Reduced
246
ACM
Atika Capital Management
New York
$30.6M -$11.1M 1 2.66% Reduced
247
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$30.2M +$9.2M 4 0.22% Increased
248
ClearBridge Investments
ClearBridge Investments
New York
$29.6M -$7.32M 3 0.02% Reduced
249
Holocene Advisors
Holocene Advisors
New York
$29.1M +$18.8M 7 0.18% Increased
250
TD Asset Management
TD Asset Management
Ontario, Canada
$28.7M -$8.24M 7 0.03% Reduced