← 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
251
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.3M -$20M 4 0.04% Reduced
252
SP
Solel Partners
Massachusetts
$26.2M $0 1 4.72% Maintained
253
Emerald Advisers
Emerald Advisers
Pennsylvania
$26M +$27.8M 3 1.34% Increased
254
ALPS Advisors
ALPS Advisors
Colorado
$25.7M -$2.98M 5 0.24% Reduced
255
HighTower Advisors
HighTower Advisors
Illinois
$25.7M +$268K 9 0.07% Increased
256
Scout Investments
Scout Investments
Missouri
$25.4M -$5M 2 0.53% Reduced
257
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.3M +$3.19M 11 0.21% Increased
258
Aviva
Aviva
United Kingdom
$25.3M -$13.1M 5 0.15% Reduced
259
PFC
Poplar Forest Capital
California
$25.2M +$2.4M 1 3.22% Increased
260
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$25.2M $0 1 1.61% Maintained
261
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$25.2M +$2.27M 1 0.61% Increased
262
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$25.2M -$19.7M 1 0.64% Reduced
263
CCP
Clarkston Capital Partners
Michigan
$24.9M -$631K 2 0.49% Reduced
264
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.7M -$6M 5 0.11% Reduced
265
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.7M +$3.58M 13 0.12% Increased
266
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$24.2M +$22.7M 4 1.25% Increased
267
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$23.9M +$8.54M 2 0.1% Increased
268
Artisan Partners
Artisan Partners
Wisconsin
$23.7M +$111K 1 0.04% Increased
269
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$23.4M +$51.4K 1 0.3% Increased
270
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$23.2M $0 1 30.64% Maintained
271
Harris Associates
Harris Associates
Illinois
$23.2M -$70.5M 1 0.04% Reduced
272
Palisade Capital Management
Palisade Capital Management
New Jersey
$23.2M +$2.09M 1 0.66% Increased
273
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$23.1M +$312K 12 0.16% Increased
274
GIP
Granite Investment Partners
California
$23.1M -$105K 1 1% Reduced
275
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.9M -$31.5K 15 0.24% Reduced