← 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
$225M -$29.3M 14 0.16% Reduced
52
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$215M -$28.1M 7 0.53% Reduced
53
Citadel Advisors
Citadel Advisors
Florida
$214M +$70.1M 15 0.05% Increased
54
London Company of Virginia
London Company of Virginia
Virginia
$207M +$3.72M 1 1.19% Increased
55
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$206M +$83.5M 1 0.53% Increased
56
CP
Coho Partners
Pennsylvania
$200M -$989K 1 3.24% Reduced
57
D.E. Shaw & Co
D.E. Shaw & Co
New York
$200M -$39.9M 10 0.19% Reduced
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$199M -$9.83M 14 0.15% Reduced
59
BAMCO Inc
BAMCO Inc
New York
$199M -$4.86M 2 0.49% Reduced
60
Neuberger Berman Group
Neuberger Berman Group
New York
$198M -$11.2M 10 0.19% Reduced
61
ACM
Alua Capital Management
New York
$195M +$74.4M 1 10.97% Increased
62
Eagle Asset Management
Eagle Asset Management
Florida
$188M +$64.4M 4 0.83% Increased
63
River Road Asset Management
River Road Asset Management
Kentucky
$186M -$18.8M 1 2.25% Reduced
64
Fred Alger Management
Fred Alger Management
New York
$178M +$14.2M 1 0.47% Increased
65
First Trust Advisors
First Trust Advisors
Illinois
$178M +$34.4M 12 0.22% Increased
66
GGHC
Gilder Gagnon Howe & Co
New York
$177M -$23.5M 1 0.95% Reduced
67
OCBV
Ownership Capital B.V.
Netherlands
$174M +$180M 1 2.26% New
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$169M -$4.38M 13 0.23% Reduced
69
UBS Group
UBS Group
Switzerland
$169M -$964K 16 0.06% Reduced
70
William Blair Investment Management
William Blair Investment Management
Illinois
$164M +$23.8M 2 0.53% Increased
71
Congress Asset Management
Congress Asset Management
Massachusetts
$161M -$64.3M 2 1.45% Reduced
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$160M +$2.7M 13 0.21% Increased
73
Los Angeles Capital Management
Los Angeles Capital Management
California
$160M -$28.8M 13 0.72% Reduced
74
Ameriprise
Ameriprise
Minnesota
$159M -$52.6M 14 0.05% Reduced
75
Acadian Asset Management
Acadian Asset Management
Massachusetts
$155M +$2.05M 9 0.6% Increased
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