← 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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$85.3M +$8.63M 9 0.37% Increased
102
Eagle Asset Management
Eagle Asset Management
Florida
$83.8M +$65.1M 1 0.45% New
103
Brown Advisory
Brown Advisory
Maryland
$83.1M +$3.88M 6 0.26% Increased
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$82.9M -$3.83M 9 0.2% Reduced
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.4M +$13.8M 14 0.09% Increased
106
Federated Hermes
Federated Hermes
Pennsylvania
$80.2M +$36.3M 9 0.24% Increased
107
Asset Management One
Asset Management One
Japan
$80M -$3.78M 4 0.18% Reduced
108
NCA
Newbrook Capital Advisors
New York
$78.3M -$95M 1 5.99% Reduced
109
Prudential plc
Prudential plc
United Kingdom
$74.6M -$204K 4 0.23% Reduced
110
River Road Asset Management
River Road Asset Management
Kentucky
$74.3M +$4.66M 1 1.56% Increased
111
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$73.4M +$51.5M 1 0.58% Increased
112
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$73.4M +$53.8M 12 0.12% Increased
113
IVA
International Value Advisers
$72.3M +$23.7M 1 1.96% Increased
114
William Blair Investment Management
William Blair Investment Management
Illinois
$71.4M +$3.39M 4 0.27% Increased
115
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$71M +$16.5M 1 2.32% Increased
116
UH
Unigestion Holding
Switzerland
$70.4M +$73.4M 2 1.39% New
117
Eaton Vance Management
Eaton Vance Management
Massachusetts
$70.4M +$26.5M 4 0.17% Increased
118
C
Consulta
United Kingdom
$69.4M +$6.68M 1 6.91% Increased
119
Ninety One (UK)
Ninety One (UK)
United Kingdom
$68.5M +$35.2M 1 0.34% Increased
120
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$66.9M +$33.8M 2 1.64% Increased
121
ACM
American Capital Management
New York
$66.6M +$113K 1 3.44% Increased
122
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.9M -$46.4M 12 0.05% Reduced
123
Citigroup
Citigroup
New York
$65.9M +$41.6M 12 0.06% Increased
124
TCCM
Two Creeks Capital Management
New York
$64.3M -$4.9M 1 3.34% Reduced
125
AQR Arbitrage
AQR Arbitrage
Connecticut
$64.1M +$10.7M 2 0.79% Increased