← 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
OCA
OEP Capital Advisors
New York
$138M $0 1 99.29% Maintained
77
Allianz Asset Management
Allianz Asset Management
Germany
$136M -$11.1M 7 0.2% Reduced
78
Two Sigma Investments
Two Sigma Investments
New York
$135M +$84.4M 15 0.31% Increased
79
Driehaus Capital Management
Driehaus Capital Management
Illinois
$131M -$17.4M 2 1.27% Reduced
80
Capital World Investors
Capital World Investors
California
$129M $0 1 0.02% Maintained
81
Balyasny Asset Management
Balyasny Asset Management
Illinois
$128M +$43.4M 12 0.22% Increased
82
HRT Financial
HRT Financial
New York
$128M +$105M 13 0.72% Increased
83
CCP
Clarkston Capital Partners
Michigan
$126M +$102M 2 2.41% Increased
84
SAM
Scopus Asset Management
New York
$123M +$60M 2 2.47% Increased
85
Baird Financial Group
Baird Financial Group
Wisconsin
$122M -$40.5M 8 0.25% Reduced
86
Neuberger Berman Group
Neuberger Berman Group
New York
$121M -$20.5M 11 0.1% Reduced
87
Squarepoint
Squarepoint
New York
$120M +$81.6M 12 0.2% Increased
88
Alyeska Investment Group
Alyeska Investment Group
Illinois
$120M +$101M 2 0.68% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$119M +$11.9M 5 0.23% Increased
90
Allspring Global Investments
Allspring Global Investments
North Carolina
$118M -$27.5M 15 0.19% Reduced
91
VSCP
Vesey Street Capital Partners
New York
$117M $0 1 100% Maintained
92
Victory Capital Management
Victory Capital Management
Texas
$117M -$17.8M 15 0.12% Reduced
93
KeyBank National Association
KeyBank National Association
Ohio
$111M -$413K 6 0.46% Reduced
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$111M -$2.8M 18 0.14% Reduced
95
LCP
LGT Capital Partners
Switzerland
$111M -$21.5M 2 3.79% Reduced
96
Congress Asset Management
Congress Asset Management
Massachusetts
$111M -$4.64M 3 0.79% Reduced
97
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M -$7.1M 12 0.09% Reduced
98
SEI Investments
SEI Investments
Pennsylvania
$110M -$11.5M 14 0.16% Reduced
99
Two Sigma Advisers
Two Sigma Advisers
New York
$103M +$77.6M 11 0.23% Increased
100
William Blair Investment Management
William Blair Investment Management
Illinois
$103M +$2.57M 1 0.27% Increased
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