← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$147M +$14.8M 11 0.05% Increased
77
Citigroup
Citigroup
New York
$140M +$74.1M 20 0.07% Increased
78
Deerfield Management
Deerfield Management
New York
$140M -$73M 2 2.76% Reduced
79
Frontier Capital Management
Frontier Capital Management
Massachusetts
$140M +$1.2M 3 1.53% Increased
80
Squarepoint
Squarepoint
New York
$139M +$50.7M 12 0.17% Increased
81
Credit Agricole
Credit Agricole
France
$136M -$15.6M 7 0.43% Reduced
82
Allspring Global Investments
Allspring Global Investments
North Carolina
$136M -$17M 9 0.24% Reduced
83
William Blair Investment Management
William Blair Investment Management
Illinois
$136M -$18.1M 2 0.38% Reduced
84
London Company of Virginia
London Company of Virginia
Virginia
$135M -$109M 1 0.77% Reduced
85
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$134M -$8.92M 5 0.09% Reduced
86
Bank of Montreal
Bank of Montreal
Ontario, Canada
$132M -$11.7M 11 0.06% Reduced
87
BAMCO Inc
BAMCO Inc
New York
$131M -$58.4M 3 0.38% Reduced
88
KeyBank National Association
KeyBank National Association
Ohio
$131M -$2.02M 6 0.52% Reduced
89
Baird Financial Group
Baird Financial Group
Wisconsin
$129M +$47.3M 8 0.25% Increased
90
Swedbank
Swedbank
Sweden
$127M +$87.7M 4 0.17% Increased
91
Aberdeen Group
Aberdeen Group
United Kingdom
$125M -$10M 5 0.24% Reduced
92
Raymond James Financial
Raymond James Financial
Florida
$122M +$11.1M 12 0.05% Increased
93
Driehaus Capital Management
Driehaus Capital Management
Illinois
$120M +$30.4M 2 1.16% Increased
94
Wells Fargo
Wells Fargo
California
$117M +$2.63M 20 0.03% Increased
95
Federated Hermes
Federated Hermes
Pennsylvania
$116M +$7.26M 11 0.25% Increased
96
Prudential Financial
Prudential Financial
New Jersey
$114M +$27.4M 13 0.16% Increased
97
CGC
Continental Grain Company
New York
$114M +$66.8M 1 32.78% Increased
98
Point72 Asset Management
Point72 Asset Management
Connecticut
$113M -$3.25M 7 0.26% Reduced
99
TIA
Tandem Investment Advisors
South Carolina
$113M +$755K 1 3.94% Increased
100
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$112M -$69.9M 10 0.09% Reduced
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