← 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
ACM
Argent Capital Management
Missouri
$76.9M -$1.13M 1 2.94% Reduced
102
BRC
Blue Ridge Capital
New York
$75.7M +$71M 1 0.98% New
103
HCM
Hitchwood Capital Management
New York
$75.7M +$49.6M 1 2.82% Increased
104
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$75M +$57.2M 5 0.35% Increased
105
Comerica Bank
Comerica Bank
Texas
$70.5M +$259K 9 0.54% Increased
106
Federated Hermes
Federated Hermes
Pennsylvania
$69.8M +$11.3M 9 0.2% Increased
107
AL
AJO LP
Pennsylvania
$69M +$20.1M 4 0.29% Increased
108
Los Angeles Capital Management
Los Angeles Capital Management
California
$68.7M -$4.83M 5 0.5% Reduced
109
Bessemer Group
Bessemer Group
New Jersey
$68.2M +$62.6M 7 0.28% Increased
110
Victory Capital Management
Victory Capital Management
Texas
$67.9M +$41.4M 7 0.16% Increased
111
Barclays
Barclays
United Kingdom
$66.7M +$33.5M 11 0.07% Increased
112
Congress Asset Management
Congress Asset Management
Massachusetts
$66.6M +$4.19M 1 1.27% Increased
113
Two Sigma Investments
Two Sigma Investments
New York
$66.1M -$28.8M 8 0.22% Reduced
114
HCM
Huber Capital Management
California
$65.3M -$39.6M 3 3.36% Reduced
115
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$64.4M +$1.82M 3 0.22% Increased
116
MICM
Matthews International Capital Management
California
$63.7M -$14.6M 1 3.25% Reduced
117
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63M +$4.73M 12 0.08% Increased
118
Royce & Associates
Royce & Associates
New York
$62.6M +$3.55M 3 0.41% Increased
119
C
Consulta
United Kingdom
$61.2M $0 1 7.4% Maintained
120
Macquarie Group
Macquarie Group
Australia
$59.4M -$6.95M 4 0.11% Reduced
121
US Bancorp
US Bancorp
Minnesota
$59.3M +$223K 10 0.2% Increased
122
Canada Life
Canada Life
Manitoba, Canada
$58.7M -$14M 8 0.16% Reduced
123
ICP
Indus Capital Partners
New York
$56.8M -$84.5M 2 7.48% Reduced
124
Fidelity International
Fidelity International
Bermuda
$55.8M +$24.5M 1 0.16% Increased
125
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$55.6M +$16M 1 0.65% Increased
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