← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$87.6M -$13.2M 3 0.03% Reduced
102
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$86.5M +$2.9M 1 0.28% Increased
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$86.2M -$3.72M 9 0.21% Reduced
104
Gabelli Funds
Gabelli Funds
New York
$85.8M -$2.92M 6 0.67% Reduced
105
Barclays
Barclays
United Kingdom
$85M -$176K 10 0.05% Reduced
106
Federated Hermes
Federated Hermes
Pennsylvania
$81.8M +$16.7M 12 0.19% Increased
107
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$81.4M +$48.6M 1 1.13% Increased
108
Driehaus Capital Management
Driehaus Capital Management
Illinois
$79.8M +$19.3M 4 1.64% Increased
109
AIM
Assured Investment Management
New York
$79.5M $0 1 100% Maintained
110
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$79.3M -$563K 1 3.31% Reduced
111
Aperio Group
Aperio Group
California
$79.2M -$8.43M 11 0.27% Reduced
112
GAMCO Investors
GAMCO Investors
Connecticut
$78.3M -$7.82M 4 0.87% Reduced
113
Bellevue Group
Bellevue Group
Switzerland
$76.5M +$5.4M 3 1.06% Increased
114
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$75.6M +$8.92M 5 0.43% Increased
115
Two Sigma Advisers
Two Sigma Advisers
New York
$75.6M +$11.5M 10 0.22% Increased
116
1WCM
12 West Capital Management
New York
$74.5M -$27.5M 1 3.63% Reduced
117
Deerfield Management
Deerfield Management
New York
$74.4M +$6.75M 2 1.81% Increased
118
Allianz Asset Management
Allianz Asset Management
Germany
$73.7M -$3.81M 9 0.09% Reduced
119
RHJA
Rice Hall James & Associates
California
$71.7M +$6.1M 3 2.89% Increased
120
SCA
Southpoint Capital Advisors
New York
$71.6M +$19M 1 1.63% Increased
121
ClearBridge Investments
ClearBridge Investments
New York
$71.5M -$51.5M 4 0.06% Reduced
122
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$70.4M -$7.25M 1 1.22% Reduced
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$69.6M -$15.1M 6 0.17% Reduced
124
National Pension Service
National Pension Service
South Korea
$69.6M $0 2 0.18% Maintained
125
Korea Investment Corp
Korea Investment Corp
South Korea
$69.5M +$5.31M 4 0.25% Increased