← 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
76
Manning & Napier Group
Manning & Napier Group
New York
$128M -$2.38M 2 1.26% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$128M +$69.8K 12 0.25% Increased
78
Westfield Capital Management
Westfield Capital Management
Massachusetts
$126M +$127M 1 0.88% Increased
79
First Trust Advisors
First Trust Advisors
Illinois
$120M -$34.2M 10 0.22% Reduced
80
GAMCO Investors
GAMCO Investors
Connecticut
$114M +$5.76M 5 0.78% Increased
81
Barclays
Barclays
United Kingdom
$112M +$10.7M 13 0.08% Increased
82
Allianz Asset Management
Allianz Asset Management
Germany
$110M +$6.41M 8 0.1% Increased
83
TD Asset Management
TD Asset Management
Ontario, Canada
$110M -$18.3M 7 0.16% Reduced
84
UBS Group
UBS Group
Switzerland
$108M +$11.8M 14 0.04% Increased
85
PHS
PFM Health Sciences
California
$107M +$14.6M 1 1.57% Increased
86
Brown Advisory
Brown Advisory
Maryland
$104M +$25.2M 6 0.3% Increased
87
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$103M -$14.8M 5 0.25% Reduced
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$103M -$429K 11 0.2% Reduced
89
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$102M +$29.8M 4 0.28% Increased
90
Gabelli Funds
Gabelli Funds
New York
$102M +$37.4K 7 0.59% Increased
91
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$99.5M +$26.4M 12 0.15% Increased
92
Ninety One (UK)
Ninety One (UK)
United Kingdom
$99.3M +$28.3M 1 0.37% Increased
93
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$97.5M +$84.8M 7 0.53% Increased
94
AllianceBernstein
AllianceBernstein
Tennessee
$97.4M -$13.2M 11 0.06% Reduced
95
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$96.1M -$324K 7 1.46% Reduced
96
Panagora Asset Management
Panagora Asset Management
Massachusetts
$95.2M -$36.4M 7 0.36% Reduced
97
1WCM
12 West Capital Management
New York
$92.4M -$17.2M 2 6.78% Reduced
98
Victory Capital Management
Victory Capital Management
Texas
$89.3M -$23.5M 8 0.18% Reduced
99
Federated Hermes
Federated Hermes
Pennsylvania
$89M +$18.2M 9 0.21% Increased
100
Eaton Vance Management
Eaton Vance Management
Massachusetts
$89M +$21M 4 0.2% Increased