← 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
AllianceBernstein
AllianceBernstein
Tennessee
$146M -$1.47M 16 0.07% Reduced
77
SEI Investments
SEI Investments
Pennsylvania
$142M +$5.74M 15 0.32% Increased
78
Citigroup
Citigroup
New York
$141M +$72.9M 21 0.1% Increased
79
Barclays
Barclays
United Kingdom
$135M -$36.9M 19 0.15% Reduced
80
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$133M +$1.03M 4 0.44% Increased
81
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$133M +$70.6M 5 1.05% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$127M -$1.55M 19 0.21% Reduced
83
Congress Asset Management
Congress Asset Management
Massachusetts
$122M -$2.37M 2 1.31% Reduced
84
Gates Capital Management
Gates Capital Management
New York
$121M -$28.8M 1 4.45% Reduced
85
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M -$9.14M 14 0.07% Reduced
86
Aberdeen Group
Aberdeen Group
United Kingdom
$117M +$8.64M 5 0.35% Increased
87
VOYA Investment Management
VOYA Investment Management
Georgia
$116M -$4.99M 17 0.14% Reduced
88
ACM
American Capital Management
New York
$115M -$1.14M 1 4.52% Reduced
89
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$114M +$4.47M 16 0.28% Increased
90
Viking Global Investors
Viking Global Investors
Connecticut
$112M +$7.71M 1 0.52% Increased
91
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M -$4.92M 17 0.08% Reduced
92
GGHC
Gilder Gagnon Howe & Co
New York
$112M -$869K 4 1.95% Reduced
93
Neuberger Berman Group
Neuberger Berman Group
New York
$110M -$12.5M 11 0.11% Reduced
94
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$108M -$14.8M 1 0.66% Reduced
95
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$106M +$37.7M 3 0.39% Increased
96
Eaton Vance Management
Eaton Vance Management
Massachusetts
$103M +$3.34M 6 0.15% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$103M +$14.2M 14 0.23% Increased
98
D.E. Shaw & Co
D.E. Shaw & Co
New York
$101M -$15.8M 12 0.12% Reduced
99
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$99.9M -$2.98M 19 0.14% Reduced
100
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$97.5M +$4.16M 2 1.85% Increased
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