← 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
Wellington Management Group
Wellington Management Group
Massachusetts
$86.9M -$143M 8 0.02% Reduced
77
TimesSquare Capital Management
TimesSquare Capital Management
New York
$86.3M +$11.7M 2 1.03% Increased
78
Gabelli Funds
Gabelli Funds
New York
$85.3M -$4.02M 5 0.76% Reduced
79
ClearBridge Investments
ClearBridge Investments
New York
$82M +$17.5M 6 0.09% Increased
80
Barclays
Barclays
United Kingdom
$82M -$58M 11 0.06% Reduced
81
Neuberger Berman Group
Neuberger Berman Group
New York
$78.4M -$2.89M 5 0.12% Reduced
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$77.7M -$2.99M 10 0.24% Reduced
83
Jennison Associates
Jennison Associates
New York
$77M -$7.88M 2 0.09% Reduced
84
Marshall Wace North America
Marshall Wace North America
New York
$76.8M -$5.1M 8 0.58% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.7M -$1.29M 7 0.22% Reduced
86
Acadian Asset Management
Acadian Asset Management
Massachusetts
$73.3M -$1.8M 6 0.42% Reduced
87
EC
Engaged Capital
California
$72.5M $0 1 9.51% Maintained
88
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.8M +$22.7M 12 0.15% Increased
89
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$71.1M -$26.8M 5 0.15% Reduced
90
Aperio Group
Aperio Group
California
$69.6M +$9.42M 11 0.31% Increased
91
Baird Financial Group
Baird Financial Group
Wisconsin
$68.8M -$211K 5 0.31% Reduced
92
Boston Partners
Boston Partners
Massachusetts
$68.2M +$2.81M 2 0.14% Increased
93
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$68.1M +$11.6M 1 3.35% Increased
94
CCM
Candlestick Capital Management
Connecticut
$67.9M +$54.1M 2 2.86% Increased
95
Brown Advisory
Brown Advisory
Maryland
$67.5M -$14.1M 3 0.21% Reduced
96
BCM
Bronte Capital Management
Australia
$67.5M +$29.2M 1 11.05% Increased
97
Capital International Investors
Capital International Investors
California
$66.9M -$67.7M 1 0.03% Reduced
98
National Pension Service
National Pension Service
South Korea
$66.7M $0 3 0.23% Maintained
99
Envestnet Asset Management
Envestnet Asset Management
Illinois
$66.2M +$7.24M 8 0.08% Increased
100
Frontier Capital Management
Frontier Capital Management
Massachusetts
$65.5M +$702K 2 0.74% Increased