← 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
SEI Investments
SEI Investments
Pennsylvania
$139M +$35.1M 15 0.3% Increased
77
BAMCO Inc
BAMCO Inc
New York
$137M -$49.9M 3 0.44% Reduced
78
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M -$1.25M 17 0.09% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$128M +$960K 19 0.2% Increased
80
Envestnet Asset Management
Envestnet Asset Management
Illinois
$128M +$2.37M 12 0.07% Increased
81
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$123M +$5.13M 3 0.39% Increased
82
D.E. Shaw & Co
D.E. Shaw & Co
New York
$122M -$71.1M 16 0.14% Reduced
83
Bank of Montreal
Bank of Montreal
Ontario, Canada
$121M +$32.3M 15 0.06% Increased
84
Congress Asset Management
Congress Asset Management
Massachusetts
$119M -$1.81M 2 1.14% Reduced
85
VOYA Investment Management
VOYA Investment Management
Georgia
$119M +$30M 17 0.3% Increased
86
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$118M $0 1 0.68% Maintained
87
GGHC
Gilder Gagnon Howe & Co
New York
$115M -$9.99M 4 2.04% Reduced
88
Neuberger Berman Group
Neuberger Berman Group
New York
$113M -$54.2M 11 0.11% Reduced
89
Holocene Advisors
Holocene Advisors
New York
$113M +$98M 10 0.68% Increased
90
ACM
American Capital Management
New York
$111M -$252K 1 4.16% Reduced
91
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$111M +$27M 1 7.66% Increased
92
Capital Research Global Investors
Capital Research Global Investors
California
$110M -$153M 1 0.03% Reduced
93
Viking Global Investors
Viking Global Investors
Connecticut
$109M +$56.7M 1 0.5% Increased
94
Fred Alger Management
Fred Alger Management
New York
$108M -$68.8M 1 0.5% Reduced
95
Allianz Asset Management
Allianz Asset Management
Germany
$106M +$12.6M 8 0.1% Increased
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$106M -$17.3M 15 0.25% Reduced
97
Aberdeen Group
Aberdeen Group
United Kingdom
$103M +$21.8M 5 0.32% Increased
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$103M -$6.22M 19 0.13% Reduced
99
UBS Group
UBS Group
Switzerland
$101M -$287K 21 0.04% Reduced
100
Eagle Asset Management
Eagle Asset Management
Florida
$100M -$43.4M 4 0.63% Reduced
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