← 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
River Road Asset Management
River Road Asset Management
Kentucky
$75.8M +$25.7M 1 1.54% Increased
102
GGHC
Gilder Gagnon Howe & Co
New York
$71.9M +$72.4M 1 0.89% New
103
Marshall Wace North America
Marshall Wace North America
New York
$71.8M -$5.71M 7 0.36% Reduced
104
Prudential plc
Prudential plc
United Kingdom
$69.6M +$2.98M 4 0.22% Increased
105
PAR Capital Management
PAR Capital Management
Massachusetts
$69.2M +$77.1M 1 0.76% New
106
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$67.6M +$24.3M 2 0.88% Increased
107
ACM
American Capital Management
New York
$63.2M -$1.47M 1 3.6% Reduced
108
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.1M -$14.7M 13 0.07% Reduced
109
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$59.5M +$28.2M 1 2.21% Increased
110
C
Consulta
United Kingdom
$59.3M $0 1 6.03% Maintained
111
Los Angeles Capital Management
Los Angeles Capital Management
California
$59M +$28.9M 5 0.33% Increased
112
TCCM
Two Creeks Capital Management
New York
$59M $0 1 3.21% Maintained
113
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$58.3M -$1.19M 5 0.09% Reduced
114
UBS Group
UBS Group
Switzerland
$57.9M -$56.3M 13 0.03% Reduced
115
William Blair Investment Management
William Blair Investment Management
Illinois
$57.8M +$51.5M 4 0.22% Increased
116
HSBC Holdings
HSBC Holdings
United Kingdom
$57.1M +$2.56M 8 0.09% Increased
117
Channing Capital Management
Channing Capital Management
Illinois
$56.6M +$22.8M 1 1.98% Increased
118
PGGM Investments
PGGM Investments
Netherlands
$55.7M -$6.44M 2 0.31% Reduced
119
CIP
CAS Investment Partners
Connecticut
$55.1M $0 1 24.05% Maintained
120
UBS O'Connor
UBS O'Connor
Illinois
$54.8M -$78.7M 2 1.05% Reduced
121
DCM
Daruma Capital Management
New York
$54.5M +$201K 1 3.4% Increased
122
London Company of Virginia
London Company of Virginia
Virginia
$53.9M -$14.8M 1 0.43% Reduced
123
VOYA Investment Management
VOYA Investment Management
Georgia
$52.8M +$2.1M 10 0.11% Increased
124
Artisan Partners
Artisan Partners
Wisconsin
$52.8M +$2.56M 2 0.11% Increased
125
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$51.5M +$49.4M 2 0.57% New
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