← 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
8KM
8 Knots Management
Texas
$163M +$39M 1 15.78% Increased
77
William Blair Investment Management
William Blair Investment Management
Illinois
$163M -$9.83M 1 0.42% Reduced
78
AQR Capital Management
AQR Capital Management
Connecticut
$160M +$58.9M 14 0.27% Increased
79
OCA
OEP Capital Advisors
New York
$159M $0 1 57.84% Maintained
80
Allspring Global Investments
Allspring Global Investments
North Carolina
$157M -$35.1M 14 0.25% Reduced
81
Driehaus Capital Management
Driehaus Capital Management
Illinois
$155M -$5.42M 3 1.55% Reduced
82
Victory Capital Management
Victory Capital Management
Texas
$151M +$30.2M 16 0.15% Increased
83
Allianz Asset Management
Allianz Asset Management
Germany
$150M +$13.5M 8 0.23% Increased
84
CCM
Candlestick Capital Management
Connecticut
$142M +$31.2M 3 2.95% Increased
85
KeyBank National Association
KeyBank National Association
Ohio
$140M +$241K 6 0.58% Increased
86
SEI Investments
SEI Investments
Pennsylvania
$137M -$955K 13 0.2% Reduced
87
LCP
LGT Capital Partners
Switzerland
$137M -$8.75M 2 4.29% Reduced
88
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$136M -$4.36M 12 0.27% Reduced
89
Farallon Capital Management
Farallon Capital Management
California
$135M -$44.7M 1 0.57% Reduced
90
Capital World Investors
Capital World Investors
California
$134M $0 1 0.02% Maintained
91
Bank of Montreal
Bank of Montreal
Ontario, Canada
$133M +$18.8M 10 0.04% Increased
92
First Trust Advisors
First Trust Advisors
Illinois
$129M -$6.13M 13 0.13% Reduced
93
Viking Global Investors
Viking Global Investors
Connecticut
$128M -$243M 1 0.48% Reduced
94
Man Group
Man Group
United Kingdom
$127M +$58.4M 10 0.32% Increased
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$126M -$1.51M 19 0.16% Reduced
96
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$126M -$3.99M 13 0.11% Reduced
97
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$120M +$57.9M 9 0.11% Increased
98
Congress Asset Management
Congress Asset Management
Massachusetts
$120M +$903K 3 0.85% Increased
99
Aberdeen Group
Aberdeen Group
United Kingdom
$118M -$15.5M 5 0.23% Reduced
100
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$117M +$11.3M 12 0.21% Increased
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4
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