← 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
Numeric Investors
Numeric Investors
Massachusetts
$86.2M +$47M 5 0.79% Increased
102
Ameriprise
Ameriprise
Minnesota
$83M +$6.1M 10 0.05% Increased
103
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$80.9M -$10.7M 3 0.15% Reduced
104
VFA
Virtus Fund Advisers
Connecticut
$80.7M +$10M 1 0.68% Increased
105
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$77.4M -$6.7K 8 0.2% Reduced
106
ACM
Argent Capital Management
Missouri
$76.5M -$20.1M 1 3.11% Reduced
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$72.6M -$219K 8 0.22% Reduced
108
Asset Management One
Asset Management One
Japan
$71.7M +$49.6M 4 0.18% Increased
109
Allianz Asset Management
Allianz Asset Management
Germany
$70.7M -$5.76M 7 0.06% Reduced
110
Los Angeles Capital Management
Los Angeles Capital Management
California
$70.2M -$3.48M 5 0.55% Reduced
111
Canada Life
Canada Life
Manitoba, Canada
$69.2M +$3.82M 8 0.19% Increased
112
AllianceBernstein
AllianceBernstein
Tennessee
$68.6M -$4.6M 10 0.06% Reduced
113
MICM
Matthews International Capital Management
California
$68.1M -$3.8M 1 3.51% Reduced
114
MDSL
M.D. Sass LLC
New York
$66.5M +$59.9M 1 3.74% New
115
Comerica Bank
Comerica Bank
Texas
$65.2M +$15.3M 8 0.52% Increased
116
VOYA Investment Management
VOYA Investment Management
Georgia
$65M +$15.8M 9 0.16% Increased
117
Macquarie Group
Macquarie Group
Australia
$64.9M -$12.7M 4 0.12% Reduced
118
HSBC Holdings
HSBC Holdings
United Kingdom
$63.8M +$4.2M 9 0.15% Increased
119
PWAM
Park West Asset Management
California
$63.1M +$12M 1 4.88% Increased
120
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$61.3M -$385K 3 0.22% Reduced
121
Royce & Associates
Royce & Associates
New York
$60.7M +$5.47M 2 0.39% Increased
122
TD Asset Management
TD Asset Management
Ontario, Canada
$60M -$11.1M 6 0.1% Reduced
123
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$59.4M -$36.9M 3 0.46% Reduced
124
SFM
Systematic Financial Management
New Jersey
$58.3M +$30.2M 4 0.93% Increased
125
C
Consulta
United Kingdom
$57.8M -$12.5M 1 7.36% Reduced
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5
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