← 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
Congress Asset Management
Congress Asset Management
Massachusetts
$166M -$165K 2 1.3% Reduced
77
London Company of Virginia
London Company of Virginia
Virginia
$162M -$11.6M 1 0.89% Reduced
78
Man Group
Man Group
United Kingdom
$161M +$21M 12 0.57% Increased
79
DVI
Deccan Value Investors
Connecticut
$159M +$38.6M 1 6.28% Increased
80
Barclays
Barclays
United Kingdom
$159M +$34.6M 11 0.07% Increased
81
AllianceBernstein
AllianceBernstein
Tennessee
$158M +$20.4M 15 0.06% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$157M -$3.71M 16 0.2% Reduced
83
River Road Asset Management
River Road Asset Management
Kentucky
$153M +$5.16M 2 1.69% Increased
84
Nordea Investment Management
Nordea Investment Management
Sweden
$149M +$14.4M 6 0.19% Increased
85
ACM
American Capital Management
New York
$147M -$5.33M 1 3.95% Reduced
86
Eagle Asset Management
Eagle Asset Management
Florida
$144M -$39.8M 3 0.65% Reduced
87
MVP
Miller Value Partners
Florida
$139M +$106M 2 3.21% Increased
88
Allianz Asset Management
Allianz Asset Management
Germany
$133M +$30.9M 8 0.1% Increased
89
UBS Group
UBS Group
Switzerland
$133M -$36.4M 19 0.04% Reduced
90
Federated Hermes
Federated Hermes
Pennsylvania
$129M +$31.1M 12 0.25% Increased
91
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$128M -$900K 1 3.07% Reduced
92
CIP
CAS Investment Partners
Connecticut
$127M +$49.5M 1 6.05% Increased
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$127M +$3.48M 15 0.14% Increased
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$126M -$4.37M 7 0.27% Reduced
95
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$122M +$74.1M 3 0.29% Increased
96
Bellevue Group
Bellevue Group
Switzerland
$121M +$9.98M 2 1.23% Increased
97
Envestnet Asset Management
Envestnet Asset Management
Illinois
$116M -$8.69M 11 0.06% Reduced
98
SEI Investments
SEI Investments
Pennsylvania
$115M +$118K 12 0.24% Increased
99
MC
Martin Currie
United Kingdom
$112M +$17.3M 1 3.42% Increased
100
Citigroup
Citigroup
New York
$112M -$2.48M 18 0.07% Reduced