← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$32.1M -$8.53M 2 0.24% Reduced
227
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$31.7M -$7.86M 7 0.08% Reduced
228
Douglas Lane & Associates
Douglas Lane & Associates
New York
$31.6M +$11.1M 1 0.53% Increased
229
IP
Interval Partners
New York
$31.2M +$33.3M 1 0.94% Increased
230
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$31.2M +$8.32M 2 0.12% Increased
231
Aviva
Aviva
United Kingdom
$31.1M +$465K 5 0.13% Increased
232
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$31M -$3.88M 8 0.05% Reduced
233
STRS Ohio
STRS Ohio
Ohio
$30.9M -$18.2M 11 0.14% Reduced
234
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$30.6M -$9.67M 13 0.29% Reduced
235
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$30.6M +$9.95M 10 0.17% Increased
236
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.6M -$879K 5 0.12% Reduced
237
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$30.5M +$13.8M 6 0.72% Increased
238
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$30.4M +$17M 5 0.11% Increased
239
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$30.3M -$332K 3 0.35% Reduced
240
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$30.3M -$8.47M 4 0.09% Reduced
241
Asset Management One
Asset Management One
Japan
$30.2M -$143K 5 0.13% Reduced
242
Korea Investment Corp
Korea Investment Corp
South Korea
$30.2M -$5.65M 4 0.09% Reduced
243
Meyer Handelman Company
Meyer Handelman Company
New York
$30.1M -$133K 3 1.21% Reduced
244
Wedge Capital Management
Wedge Capital Management
North Carolina
$30M -$8.45M 1 0.59% Reduced
245
TD Asset Management
TD Asset Management
Ontario, Canada
$30M -$7.34M 7 0.04% Reduced
246
Pentwater Capital Management
Pentwater Capital Management
Florida
$30M +$24.1M 1 0.16% New
247
Pictet Asset Management
Pictet Asset Management
Switzerland
$29.9M +$34.1M 8 0.04% New
248
Engineers Gate Manager
Engineers Gate Manager
New York
$29.8M +$6.66M 12 1.1% Increased
249
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29.7M -$44M 2 0.01% Reduced
250
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$29.2M +$27.2M 4 1.1% Increased