← 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
KXA
KPCB XII Associates
California
$74.2M +$74.7M 1 54.1% New
102
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$73.9M +$11.8M 4 0.31% Increased
103
IVA
International Value Advisers
$72.5M -$3.72M 1 2.21% Reduced
104
Man Group
Man Group
United Kingdom
$72.3M -$35.5M 9 0.32% Reduced
105
ACM
American Capital Management
New York
$72.3M -$1.05M 1 3.86% Reduced
106
Manning & Napier Group
Manning & Napier Group
New York
$72.1M -$24.7M 2 0.88% Reduced
107
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$70.1M -$15.7M 7 1.77% Reduced
108
PWAM
Park West Asset Management
California
$69.9M +$42M 2 3.45% Increased
109
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$68.5M -$15.8M 4 0.25% Reduced
110
Ninety One (UK)
Ninety One (UK)
United Kingdom
$67.1M -$5.34M 1 0.29% Reduced
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.8M -$1.45M 9 0.19% Reduced
112
CIP
CAS Investment Partners
Connecticut
$66.6M $0 1 25.29% Maintained
113
Victory Capital Management
Victory Capital Management
Texas
$66.6M -$5M 8 0.17% Reduced
114
River Road Asset Management
River Road Asset Management
Kentucky
$66.5M +$2.14M 1 1.63% Increased
115
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$65.7M +$25.5M 5 0.16% Increased
116
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$64.8M +$38.6M 8 0.21% Increased
117
Fred Alger Management
Fred Alger Management
New York
$64.2M +$97.1M 3 0.3% New
118
Brown Advisory
Brown Advisory
Maryland
$64.1M -$2.65M 5 0.22% Reduced
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$63.1M -$11.8M 8 0.29% Reduced
120
Boston Partners
Boston Partners
Massachusetts
$60.1M -$2.42M 1 0.09% Reduced
121
Baird Financial Group
Baird Financial Group
Wisconsin
$60M +$3.68M 4 0.41% Increased
122
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$59M -$1.79M 1 2.17% Reduced
123
London Company of Virginia
London Company of Virginia
Virginia
$58.5M -$6.93M 1 0.56% Reduced
124
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$57.4M -$41.1M 5 0.51% Reduced
125
Aperio Group
Aperio Group
California
$55.3M +$5.99M 10 0.28% Increased
3 4
5
6 7