← 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
101
Royce & Associates
Royce & Associates
New York
$72.5M -$3.05M 2 0.46% Reduced
102
T
TOBAM
France
$72.1M -$23.1M 2 2.84% Reduced
103
MICM
Matthews International Capital Management
California
$70.8M +$68.9M 1 3.14% Increased
104
WI
WBI Investments
New Jersey
$69.3M -$6.97M 1 2.59% Reduced
105
River Road Asset Management
River Road Asset Management
Kentucky
$66.8M -$9.14M 1 1.2% Reduced
106
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$65M -$1.33M 3 0.29% Reduced
107
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$64.5M +$1.95M 4 0.13% Increased
108
TFP
Triple Frond Partners
California
$62.4M -$10.1M 1 10.16% Reduced
109
MTB
Mizuho Trust & Banking
Japan
$62.4M +$2.46M 3 0.2% Increased
110
APG Asset Management
APG Asset Management
Netherlands
$62M -$17.5M 3 0.13% Reduced
111
LSV Asset Management
LSV Asset Management
Illinois
$61.7M -$2.71M 4 0.13% Reduced
112
Capital Guardian Trust
Capital Guardian Trust
California
$61.7M +$7.07M 2 0.47% Increased
113
MCMC
Matrix Capital Management Company
New Hampshire
$61.6M +$4.73M 1 3% Increased
114
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$61.5M +$27.8M 5 0.26% Increased
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$60.6M -$2.43M 7 0.23% Reduced
116
Deerfield Management
Deerfield Management
New York
$60.3M $0 1 2.57% Maintained
117
HSBC Holdings
HSBC Holdings
United Kingdom
$60M -$344K 6 0.17% Reduced
118
Scout Investments
Scout Investments
Missouri
$58.7M -$2.81M 2 1.6% Reduced
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$58.3M +$49M 8 0.29% Increased
120
TCW Group
TCW Group
California
$56.2M +$30.8M 2 0.41% Increased
121
Federated Hermes
Federated Hermes
Pennsylvania
$55.8M +$18.9M 8 0.17% Increased
122
OCAM
Owl Creek Asset Management
New York
$55.4M +$10.6M 1 3.03% Increased
123
Los Angeles Capital Management
Los Angeles Capital Management
California
$54.5M -$1.05M 4 0.49% Reduced
124
VOYA Investment Management
VOYA Investment Management
Georgia
$54.5M -$1.93M 6 0.14% Reduced
125
Gotham Asset Management
Gotham Asset Management
New York
$54.4M -$12.4M 4 0.61% Reduced
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