← 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$74.3M -$1.43M 9 0.19% Reduced
102
Brown Advisory
Brown Advisory
Maryland
$74.3M -$3.9M 4 0.21% Reduced
103
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$72.8M -$1.37M 1 2.4% Reduced
104
UH
Unigestion Holding
Switzerland
$70.9M +$5.43M 1 1.96% Increased
105
MVP
Miller Value Partners
Florida
$70.4M +$73M 1 2.83% New
106
ClearBridge Investments
ClearBridge Investments
New York
$69.4M -$750K 4 0.06% Reduced
107
PFC
Poplar Forest Capital
California
$68.2M -$1.99M 2 5.24% Reduced
108
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$66.6M +$6.33M 1 0.23% Increased
109
Frontier Capital Management
Frontier Capital Management
Massachusetts
$65.9M +$57.1M 2 0.52% Increased
110
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$63.6M -$906K 2 0.69% Reduced
111
Balyasny Asset Management
Balyasny Asset Management
Illinois
$63.3M +$689K 4 0.44% Increased
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$62.8M -$2.51M 6 0.17% Reduced
113
Eaton Vance Management
Eaton Vance Management
Massachusetts
$62.5M +$7.13M 5 0.13% Increased
114
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$61.9M -$2.95M 6 0.3% Reduced
115
Aperio Group
Aperio Group
California
$60.2M -$1.85M 11 0.24% Reduced
116
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$57.4M +$3.92M 3 0.02% Increased
117
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$57M +$23.5M 4 0.48% Increased
118
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$56.6M +$20.2M 5 0.17% Increased
119
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.6M +$6.92M 9 0.06% Increased
120
Adage Capital Partners
Adage Capital Partners
Massachusetts
$56.2M -$6.19M 4 0.14% Reduced
121
BCM
Bronte Capital Management
Australia
$55.9M +$15.8M 1 15.47% Increased
122
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$54.6M +$4.37M 6 0.11% Increased
123
AAM
AMI Asset Management
California
$54.5M +$6.97M 2 2.83% Increased
124
EC
Engaged Capital
California
$53.1M +$55.1M 1 6.73% New
125
Raymond James & Associates
Raymond James & Associates
Florida
$53M +$6.12M 9 0.07% Increased