← 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
$77.6M +$1.52M 1 1.73% Increased
102
Korea Investment Corp
Korea Investment Corp
South Korea
$77M +$23.2M 3 0.35% Increased
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$76.6M -$726K 9 0.2% Reduced
104
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$76.2M -$8.96M 2 0.25% Reduced
105
AL
AJO LP
Pennsylvania
$74.2M -$82.7M 2 0.38% Reduced
106
Glenview Capital Management
Glenview Capital Management
New York
$74.2M +$75.6M 1 0.66% New
107
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.7M +$57.4M 6 0.97% Increased
108
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$73.4M +$653K 4 0.13% Increased
109
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$73.1M -$2.12M 4 0.27% Reduced
110
DC
DPM Capital
Florida
$72.7M +$35.2M 1 38.65% Increased
111
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$72.2M -$12.4M 6 1.72% Reduced
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$69.3M -$1.24M 8 0.17% Reduced
113
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$67.7M +$283K 1 2.25% Increased
114
ACM
American Capital Management
New York
$65.7M -$273K 1 3.05% Reduced
115
Boston Partners
Boston Partners
Massachusetts
$64.8M +$1.43M 1 0.09% Increased
116
Los Angeles Capital Management
Los Angeles Capital Management
California
$63.8M -$8.79M 5 0.35% Reduced
117
HMP
HS Management Partners
New York
$63.5M +$25.5M 1 2.14% Increased
118
Aperio Group
Aperio Group
California
$63M +$4.2M 10 0.27% Increased
119
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63M +$14.8M 12 0.05% Increased
120
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.3M +$18.8M 12 0.13% Increased
121
Squarepoint
Squarepoint
New York
$60.9M +$32.7M 9 0.64% Increased
122
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60M +$45.7M 6 0.02% Increased
123
CIP
CAS Investment Partners
Connecticut
$59.9M $0 1 17.9% Maintained
124
TD Asset Management
TD Asset Management
Ontario, Canada
$59.5M -$23.1M 7 0.09% Reduced
125
ClearBridge Investments
ClearBridge Investments
New York
$59.2M +$48.2M 4 0.05% Increased