← 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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$32.2M -$31.9M 6 0.08% Reduced
227
PineBridge Investments
PineBridge Investments
New York
$32.2M -$6.08M 2 0.26% Reduced
228
CCP
Clarkston Capital Partners
Michigan
$31.7M -$297K 2 0.56% Reduced
229
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$31.7M -$4.46M 11 0.14% Reduced
230
GAMCO Investors
GAMCO Investors
Connecticut
$31.5M +$721K 5 0.32% Increased
231
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$31.4M +$3.88M 4 0.8% Increased
232
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$31.1M -$991 6 0.12% Reduced
233
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$30.6M $0 1 70.29% Maintained
234
Creative Planning
Creative Planning
Kansas
$30.4M +$24.5K 10 0.03% Increased
235
MetLife Investment Management
MetLife Investment Management
New Jersey
$30.4M -$1.02M 15 0.2% Reduced
236
LFCM
Long Focus Capital Management
Puerto Rico
$30.3M +$20.6M 2 1.55% Increased
237
CCM
Camber Capital Management
Massachusetts
$30.1M +$10.8M 1 0.74% Increased
238
FLAM
First Light Asset Management
Minnesota
$30.1M +$9.67M 1 2.3% Increased
239
Aviva
Aviva
United Kingdom
$29.9M -$9.81M 5 0.1% Reduced
240
GW&K Investment Management
GW&K Investment Management
Massachusetts
$29.8M -$15M 8 0.26% Reduced
241
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$29.6M -$3.24M 18 0.19% Reduced
242
F1I
Fund 1 Investments
Puerto Rico
$29.3M -$1.63M 3 3.15% Reduced
243
Corient Private Wealth
Corient Private Wealth
Florida
$28.9M +$2.71M 9 0.05% Increased
244
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28.7M -$6.23M 2 0.19% Reduced
245
Royal London Asset Management
Royal London Asset Management
United Kingdom
$28.5M +$125K 4 0.07% Increased
246
First Eagle Investment Management
First Eagle Investment Management
New York
$28.4M -$1.07M 4 0.06% Reduced
247
HRT Financial
HRT Financial
New York
$28.3M +$157K 9 0.17% Increased
248
BCM
Bronte Capital Management
Australia
$28.2M -$3.2M 1 2.3% Reduced
249
RSCM
Rock Springs Capital Management
Maryland
$28M +$6.17M 1 0.71% Increased
250
US Bancorp
US Bancorp
Minnesota
$27.9M -$2.73M 16 0.04% Reduced
8 9
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