← 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
326
Cresset Asset Management
Cresset Asset Management
Illinois
$18.6M +$2.5M 9 0.09% Increased
327
ClearBridge Investments
ClearBridge Investments
New York
$18.5M +$345K 3 0.01% Increased
328
First Pacific Advisors
First Pacific Advisors
California
$18.4M -$12.6K 1 0.26% Reduced
329
Xponance
Xponance
Pennsylvania
$18.4M +$212K 6 0.19% Increased
330
IAM
Iridian Asset Management
Connecticut
$18.3M -$3.86M 2 3.59% Reduced
331
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$18.1M +$4.39M 1 0.24% Increased
332
VCM
VeriStar Capital Management
New York
$18.1M -$1.4M 1 9.5% Reduced
333
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$18.1M +$4.62M 2 0.52% Increased
334
Engineers Gate Manager
Engineers Gate Manager
New York
$17.9M -$8.81M 9 0.47% Reduced
335
Palisade Capital Management
Palisade Capital Management
New Jersey
$17.7M +$426K 1 0.47% Increased
336
PHP
Parkman Healthcare Partners
Connecticut
$17.4M -$4.42M 1 2.14% Reduced
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.3M +$20.9K 9 0.12% Increased
338
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$17.3M +$5.03M 3 0.27% Increased
339
Royce & Associates
Royce & Associates
New York
$17.3M -$5.56M 5 0.15% Reduced
340
USS Investment Management
USS Investment Management
United Kingdom
$17.1M +$1.1M 3 0.14% Increased
341
PEAK6 Investments
PEAK6 Investments
Illinois
$17M +$359K 6 0.04% Increased
342
BCM
Brown Capital Management
Maryland
$16.8M +$15.4M 1 0.3% New
343
LP
Lexington Partners
New York
$16.6M $0 1 11.79% Maintained
344
Davenport & Co
Davenport & Co
Virginia
$16.6M +$1.52M 5 0.1% Increased
345
Yousif Capital Management
Yousif Capital Management
Michigan
$16.5M -$1.18M 10 0.18% Reduced
346
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$16.4M -$762K 7 0.18% Reduced
347
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$16.4M -$762K 7 0.18% Reduced
348
Maverick Capital
Maverick Capital
Texas
$16.4M -$423K 4 0.31% Reduced
349
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.1M -$432K 8 0.17% Reduced
350
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16M -$2.85M 6 0.03% Reduced
12 13
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