← 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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$110M -$6.96M 2 0.98% Reduced
77
Allianz Asset Management
Allianz Asset Management
Germany
$109M -$11.6M 9 0.1% Reduced
78
DC
DPM Capital
Florida
$107M +$3.54M 1 81.56% Increased
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$106M -$2.12M 7 0.25% Reduced
80
Marshall Wace North America
Marshall Wace North America
New York
$106M -$9.42M 7 0.51% Reduced
81
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$106M -$30M 4 0.17% Reduced
82
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$106M -$5.98M 6 0.12% Reduced
83
GAMCO Investors
GAMCO Investors
Connecticut
$103M -$1.11M 5 0.82% Reduced
84
Jennison Associates
Jennison Associates
New York
$103M -$757K 2 0.1% Reduced
85
Rockefeller Capital Management
Rockefeller Capital Management
New York
$102M -$20.7M 10 1.27% Reduced
86
MVP
Miller Value Partners
Florida
$101M +$23.7M 1 3.59% Increased
87
OrbiMed
OrbiMed
New York
$100M -$7.97M 1 1.43% Reduced
88
HMP
HS Management Partners
New York
$99.9M +$99.2M 1 3.18% New
89
ACM
American Capital Management
New York
$99.1M +$148K 1 4.15% Increased
90
Baird Financial Group
Baird Financial Group
Wisconsin
$98.7M -$4.83M 5 0.35% Reduced
91
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$97.8M -$37.4M 2 0.94% Reduced
92
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.8M +$1,000K 11 0.1% Increased
93
Two Sigma Investments
Two Sigma Investments
New York
$96.6M +$55.7M 8 0.29% Increased
94
Brown Advisory
Brown Advisory
Maryland
$95.3M +$10.2M 4 0.24% Increased
95
Gabelli Funds
Gabelli Funds
New York
$94.6M -$302K 7 0.61% Reduced
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$94.4M -$1.19M 10 0.23% Reduced
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$87.3M -$3.8M 14 0.07% Reduced
98
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$87.3M +$815K 8 0.2% Increased
99
Prudential Financial
Prudential Financial
New Jersey
$86.8M -$2.38M 9 0.13% Reduced
100
Balyasny Asset Management
Balyasny Asset Management
Illinois
$84.6M +$15.5M 7 0.5% Increased
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