← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$148M +$31.1M 17 0.17% Increased
77
BDT Capital Partners
BDT Capital Partners
Illinois
$148M $0 1 41.74% Maintained
78
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$142M -$11.3M 3 0.44% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$140M +$6.96M 19 0.22% Increased
80
GGHC
Gilder Gagnon Howe & Co
New York
$140M -$15.2M 4 2.61% Reduced
81
SEI Investments
SEI Investments
Pennsylvania
$140M -$16.4M 12 0.31% Reduced
82
Viking Global Investors
Viking Global Investors
Connecticut
$138M -$17.9M 1 0.69% Reduced
83
WPL
WINDACRE PARTNERSHIP LLC
Texas
$138M -$12.7M 1 3.33% Reduced
84
Driehaus Capital Management
Driehaus Capital Management
Illinois
$134M +$15.6M 6 1.99% Increased
85
Russell Investments Group
Russell Investments Group
United Kingdom
$130M +$9.65M 14 0.27% Increased
86
Fred Alger Management
Fred Alger Management
New York
$129M +$10.8M 2 0.7% Increased
87
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M -$2.4M 13 0.07% Reduced
88
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$125M -$52.9M 1 2.9% Reduced
89
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$123M -$21.1M 2 0.44% Reduced
90
Bank of Montreal
Bank of Montreal
Ontario, Canada
$122M +$26.7M 11 0.05% Increased
91
Bridgewater Associates
Bridgewater Associates
Connecticut
$122M -$40.3M 11 0.67% Reduced
92
Bellevue Group
Bellevue Group
Switzerland
$122M +$3M 2 1.61% Increased
93
Neuberger Berman Group
Neuberger Berman Group
New York
$115M -$5.27M 11 0.11% Reduced
94
Truist Financial
Truist Financial
North Carolina
$114M +$73.7M 10 0.2% Increased
95
Congress Asset Management
Congress Asset Management
Massachusetts
$113M -$3.47M 2 1.14% Reduced
96
Aberdeen Group
Aberdeen Group
United Kingdom
$112M -$5.06M 5 0.3% Reduced
97
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$112M -$95.6M 6 0.4% Reduced
98
Balyasny Asset Management
Balyasny Asset Management
Illinois
$111M +$27.7M 14 0.3% Increased
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110M -$11.6M 17 0.07% Reduced
100
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$110M +$34.1M 17 0.64% Increased
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