← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$114M +$1.01M 12 0.2% Increased
102
Envestnet Asset Management
Envestnet Asset Management
Illinois
$113M +$15.4M 12 0.07% Increased
103
BGI
BlueDrive Global Investors
United Kingdom
$113M +$54.2M 2 18.26% Increased
104
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$109M +$4.81M 1 2.62% Increased
105
Driehaus Capital Management
Driehaus Capital Management
Illinois
$109M -$16.6M 3 1.6% Reduced
106
SHI
SV Health Investors
Massachusetts
$107M +$103M 1 40.09% New
107
AQR Capital Management
AQR Capital Management
Connecticut
$105M -$6.26M 10 0.17% Reduced
108
Silvercrest Asset Management
Silvercrest Asset Management
New York
$104M -$6M 3 0.7% Reduced
109
Citigroup
Citigroup
New York
$104M +$10.6M 15 0.07% Increased
110
TimesSquare Capital Management
TimesSquare Capital Management
New York
$103M -$11.8M 2 0.89% Reduced
111
Nordea Investment Management
Nordea Investment Management
Sweden
$103M -$28.3M 5 0.15% Reduced
112
Man Group
Man Group
United Kingdom
$101M +$19.3M 8 0.44% Increased
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$99.3M -$4.23M 12 0.2% Reduced
114
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$94.2M -$4.8M 10 0.2% Reduced
115
BCM
Bronte Capital Management
Australia
$94.1M +$2.93M 1 10.67% Increased
116
MVP
Miller Value Partners
Florida
$93.6M +$10.9M 1 2.42% Increased
117
CCM
Candlestick Capital Management
Connecticut
$93M +$9.86M 1 2.04% Increased
118
SSM
Sound Shore Management
Connecticut
$91.7M +$13.8M 1 2.68% Increased
119
Glenmede Trust
Glenmede Trust
Pennsylvania
$89.2M +$18.4M 5 0.48% Increased
120
RHJA
Rice Hall James & Associates
California
$88.9M -$5.11M 4 2.9% Reduced
121
CIP
CAS Investment Partners
Connecticut
$88.6M +$28.2M 1 4.53% Increased
122
Capital International Investors
Capital International Investors
California
$86.5M -$335M 1 0.02% Reduced
123
Swedbank
Swedbank
Sweden
$86.2M +$84.4M 5 0.18% New
124
Allianz Asset Management
Allianz Asset Management
Germany
$84.9M -$8.83M 10 0.08% Reduced
125
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$83.5M -$2.4M 3 0.03% Reduced
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