← 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$256M +$40.7M 13 0.5% Increased
52
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$255M -$14.3M 2 2.06% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$243M +$78.9M 7 0.19% Increased
54
D.E. Shaw & Co
D.E. Shaw & Co
New York
$242M -$37.3M 16 0.23% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$242M +$74.6M 15 0.15% Increased
56
Fred Alger Management
Fred Alger Management
New York
$240M -$19.2M 1 0.77% Reduced
57
Credit Suisse
Credit Suisse
Switzerland
$240M -$52.8M 15 0.21% Reduced
58
OCA
OEP Capital Advisors
New York
$222M $0 1 25.63% Maintained
59
BAMCO Inc
BAMCO Inc
New York
$221M +$5.95M 3 0.54% Increased
60
Victory Capital Management
Victory Capital Management
Texas
$218M +$7.06M 17 0.22% Increased
61
BDT Capital Partners
BDT Capital Partners
Illinois
$212M $0 1 6.96% Maintained
62
Marshall Wace
Marshall Wace
United Kingdom
$207M -$191M 12 0.39% Reduced
63
Deerfield Management
Deerfield Management
New York
$197M +$25.6M 2 4.41% Increased
64
TPG GP A
TPG GP A
Texas
$187M +$194M 1 2.31% New
65
GGHC
Gilder Gagnon Howe & Co
New York
$176M -$31.6M 4 1.63% Reduced
66
Eagle Asset Management
Eagle Asset Management
Florida
$174M +$32.6M 4 0.89% Increased
67
Baird Financial Group
Baird Financial Group
Wisconsin
$172M +$1.51M 8 0.42% Increased
68
AllianceBernstein
AllianceBernstein
Tennessee
$171M +$31.5M 15 0.07% Increased
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$171M +$9.74M 16 0.22% Increased
70
Millennium Management
Millennium Management
New York
$165M -$190M 19 0.09% Reduced
71
ACM
Anomaly Capital Management
New York
$163M +$103M 1 7.12% Increased
72
ACM
Alua Capital Management
New York
$163M $0 1 11.12% Maintained
73
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$162M -$14.6M 21 0.04% Reduced
74
CP
Coho Partners
Pennsylvania
$161M -$3.17M 1 2.65% Reduced
75
Neuberger Berman Group
Neuberger Berman Group
New York
$161M -$35.3M 11 0.14% Reduced
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