← 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
51
Millennium Management
Millennium Management
New York
$252M +$107M 14 0.18% Increased
52
Congress Asset Management
Congress Asset Management
Massachusetts
$237M +$805K 2 2.23% Increased
53
D.E. Shaw & Co
D.E. Shaw & Co
New York
$218M -$7.49M 10 0.19% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$213M -$7.81M 14 0.16% Reduced
55
River Road Asset Management
River Road Asset Management
Kentucky
$208M +$8.81M 1 2.95% Increased
56
Ameriprise
Ameriprise
Minnesota
$208M -$275M 14 0.07% Reduced
57
London Company of Virginia
London Company of Virginia
Virginia
$207M +$8.89M 1 1.29% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$199M -$8.67M 12 0.15% Reduced
59
Neuberger Berman Group
Neuberger Berman Group
New York
$197M +$30.1M 7 0.2% Increased
60
Los Angeles Capital Management
Los Angeles Capital Management
California
$194M +$7.49M 13 0.83% Increased
61
CP
Coho Partners
Pennsylvania
$194M +$37.4M 1 3.35% Increased
62
BAMCO Inc
BAMCO Inc
New York
$183M -$4.86M 2 0.45% Reduced
63
GGHC
Gilder Gagnon Howe & Co
New York
$182M -$5.53M 1 0.9% Reduced
64
DVI
Deccan Value Investors
Connecticut
$177M -$18.8M 1 7.19% Reduced
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$176M -$7.4M 13 0.24% Reduced
66
UBS Group
UBS Group
Switzerland
$171M -$13.1M 16 0.06% Reduced
67
Baird Financial Group
Baird Financial Group
Wisconsin
$162M -$5.28M 6 0.48% Reduced
68
Bank of Montreal
Bank of Montreal
Ontario, Canada
$162M +$36.5M 14 0.11% Increased
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$161M -$370K 13 0.23% Reduced
70
DC
DPM Capital
Florida
$160M +$2.89M 1 71.55% Increased
71
AllianceBernstein
AllianceBernstein
Tennessee
$158M -$14.6M 13 0.07% Reduced
72
HSBC Holdings
HSBC Holdings
United Kingdom
$152M +$73.9M 12 0.2% Increased
73
Fred Alger Management
Fred Alger Management
New York
$150M +$124M 1 0.39% Increased
74
First Trust Advisors
First Trust Advisors
Illinois
$149M +$35.6M 11 0.2% Increased
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$148M -$71.4M 9 0.21% Reduced