← 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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$183M +$40.3M 1 1.16% Increased
77
Aberdeen Group
Aberdeen Group
United Kingdom
$183M +$49.1M 5 0.42% Increased
78
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$180M -$4.36M 3 0.62% Reduced
79
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$179M +$46.8M 20 0.05% Increased
80
Holocene Advisors
Holocene Advisors
New York
$175M -$60.3M 5 0.75% Reduced
81
Frontier Capital Management
Frontier Capital Management
Massachusetts
$173M +$32.5M 2 1.66% Increased
82
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$171M -$110M 12 0.39% Reduced
83
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$170M +$112M 6 0.59% Increased
84
AllianceBernstein
AllianceBernstein
Tennessee
$170M +$12.8M 16 0.07% Increased
85
Baird Financial Group
Baird Financial Group
Wisconsin
$168M +$18.6M 9 0.44% Increased
86
OCA
OEP Capital Advisors
New York
$168M $0 1 17.43% Maintained
87
GGHC
Gilder Gagnon Howe & Co
New York
$165M -$6.38M 3 2.26% Reduced
88
HSBC Holdings
HSBC Holdings
United Kingdom
$161M +$12.3M 10 0.16% Increased
89
Allianz Asset Management
Allianz Asset Management
Germany
$155M +$3.53M 8 0.28% Increased
90
Fred Alger Management
Fred Alger Management
New York
$152M -$23M 3 0.78% Reduced
91
CP
Coho Partners
Pennsylvania
$151M -$7.68M 1 2.75% Reduced
92
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$151M +$2.93M 3 0.42% Increased
93
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$148M +$23.4M 1 1.5% Increased
94
Lazard Asset Management
Lazard Asset Management
New York
$148M -$10M 12 0.18% Reduced
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$146M -$3.72M 19 0.21% Reduced
96
Balyasny Asset Management
Balyasny Asset Management
Illinois
$142M -$65.7M 8 0.31% Reduced
97
Neuberger Berman Group
Neuberger Berman Group
New York
$140M +$25.9M 10 0.12% Increased
98
Bridgewater Associates
Bridgewater Associates
Connecticut
$140M +$701K 10 0.86% Increased
99
Bellevue Group
Bellevue Group
Switzerland
$137M -$5.73M 2 1.96% Reduced
100
Prudential Financial
Prudential Financial
New Jersey
$137M -$38M 17 0.2% Reduced