← 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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$110M -$10.1M 2 0.9% Reduced
102
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$110M +$12.4M 1 1.29% Increased
103
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$109M +$23.4M 8 0.75% Increased
104
MCM
Mason Capital Management
New York
$109M +$110M 1 8.88% New
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$108M -$2.42M 11 0.22% Reduced
106
Canada Life
Canada Life
Manitoba, Canada
$108M -$643K 13 0.2% Reduced
107
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$107M +$11.6M 1 3.11% Increased
108
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M -$6.58M 12 0.08% Reduced
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$101M -$466K 9 0.22% Reduced
110
Two Sigma Investments
Two Sigma Investments
New York
$99.5M +$42.7M 10 0.29% Increased
111
BCM
Bronte Capital Management
Australia
$99M $0 1 15.65% Maintained
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99M -$6.91M 13 0.09% Reduced
113
Deerfield Management
Deerfield Management
New York
$97.5M -$6.84M 2 1.93% Reduced
114
Citigroup
Citigroup
New York
$97.5M -$35.9M 15 0.06% Reduced
115
Allianz Asset Management
Allianz Asset Management
Germany
$96.9M +$5.11M 10 0.1% Increased
116
Adage Capital Partners
Adage Capital Partners
Massachusetts
$92.6M +$7.46M 5 0.2% Increased
117
Marshall Wace
Marshall Wace
United Kingdom
$92.4M +$32.5M 11 0.5% Increased
118
Brown Advisory
Brown Advisory
Maryland
$91.3M -$139K 4 0.16% Reduced
119
Aperio Group
Aperio Group
California
$89.2M +$1.3M 12 0.26% Increased
120
Gabelli Funds
Gabelli Funds
New York
$87.2M -$2.77M 5 0.62% Reduced
121
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$86.5M -$14.5M 3 0.03% Reduced
122
RHJA
Rice Hall James & Associates
California
$85.8M +$134K 4 3.02% Increased
123
CCM
Candlestick Capital Management
Connecticut
$84.6M +$45.5M 1 1.98% Increased
124
Korea Investment Corp
Korea Investment Corp
South Korea
$82.9M +$8.97M 4 0.25% Increased
125
Man Group
Man Group
United Kingdom
$82.8M -$33.4M 7 0.36% Reduced