← 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
Victory Capital Management
Victory Capital Management
Texas
$266M -$67M 13 0.26% Reduced
52
Millennium Management
Millennium Management
New York
$249M -$106M 16 0.15% Reduced
53
Neuberger Berman Group
Neuberger Berman Group
New York
$239M +$67.4M 10 0.21% Increased
54
GGHC
Gilder Gagnon Howe & Co
New York
$231M +$71.5M 3 1.2% Increased
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
$226M -$17.8M 10 0.1% Reduced
56
Pzena Investment Management
Pzena Investment Management
New York
$224M +$250M 1 0.89% New
57
ACM
Alua Capital Management
New York
$221M $0 1 11.4% Maintained
58
BDT Capital Partners
BDT Capital Partners
Illinois
$200M +$229M 1 6.7% New
59
BAMCO Inc
BAMCO Inc
New York
$200M +$52.8M 3 0.45% Increased
60
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$198M +$43.5M 8 0.4% Increased
61
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M +$11.3M 9 0.18% Increased
62
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$192M -$19.4M 11 0.24% Reduced
63
Deerfield Management
Deerfield Management
New York
$189M -$24M 1 3.68% Reduced
64
Marshall Wace
Marshall Wace
United Kingdom
$187M +$62.6M 13 0.78% Increased
65
California Public Employees Retirement System
California Public Employees Retirement System
California
$184M -$2.18M 6 0.14% Reduced
66
CP
Coho Partners
Pennsylvania
$178M -$3.03M 1 2.89% Reduced
67
Ameriprise
Ameriprise
Minnesota
$176M +$15.5M 15 0.06% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$175M -$26.4M 14 0.11% Reduced
69
Gates Capital Management
Gates Capital Management
New York
$174M +$8.65M 1 4.79% Increased
70
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$173M -$18.1M 8 0.38% Reduced
71
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$172M -$20.9M 18 0.05% Reduced
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$170M -$4.6M 16 0.23% Reduced
73
Wasatch Advisors
Wasatch Advisors
Utah
$169M +$15.3M 1 0.69% Increased
74
Baird Financial Group
Baird Financial Group
Wisconsin
$169M +$2.23M 8 0.43% Increased
75
First Trust Advisors
First Trust Advisors
Illinois
$169M +$21.5M 13 0.18% Increased
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