← 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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$98.5M +$190K 2 1.82% Increased
102
Eaton Vance Management
Eaton Vance Management
Massachusetts
$98.2M +$4.9M 6 0.14% Increased
103
Nordea Investment Management
Nordea Investment Management
Sweden
$97.5M -$4.78M 6 0.14% Reduced
104
Driehaus Capital Management
Driehaus Capital Management
Illinois
$95.8M +$19.1M 4 1.55% Increased
105
AG
Artal Group
Luxembourg
$94.7M $0 1 5.06% Maintained
106
ACM
Alua Capital Management
New York
$93M -$19.9M 1 8.1% Reduced
107
Bellevue Group
Bellevue Group
Switzerland
$92.1M +$1.59M 2 1.3% Increased
108
Sessa Capital
Sessa Capital
New York
$91.8M +$104M 1 5.01% New
109
Russell Investments Group
Russell Investments Group
United Kingdom
$90.9M +$614K 14 0.19% Increased
110
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$89.9M -$2.34M 8 0.12% Reduced
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$86.4M +$2.71M 12 0.21% Increased
112
Lazard Asset Management
Lazard Asset Management
New York
$86.1M +$52.5M 13 0.12% Increased
113
Harris Associates
Harris Associates
Illinois
$85.8M -$11.2M 1 0.14% Reduced
114
Artemis Investment Management
Artemis Investment Management
United Kingdom
$82.9M +$57.5M 2 0.85% Increased
115
MC
Martin Currie
United Kingdom
$81.6M -$850K 1 3.16% Reduced
116
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$81.5M +$4.03M 3 0.71% Increased
117
CRM
Cramer Rosenthal McGlynn
Connecticut
$80.1M +$7.37M 2 3.68% Increased
118
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$79.4M -$5.4M 13 0.19% Reduced
119
HSBC Holdings
HSBC Holdings
United Kingdom
$77.8M +$5.05M 11 0.11% Increased
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77M -$577K 15 0.2% Reduced
121
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$76.6M -$14.8M 2 0.27% Reduced
122
2
2Xideas
Switzerland
$76.1M -$5.14M 1 6.95% Reduced
123
Prudential Financial
Prudential Financial
New Jersey
$75.6M -$5.71M 14 0.12% Reduced
124
National Pension Service
National Pension Service
South Korea
$75.6M +$2.83M 2 0.16% Increased
125
Farallon Capital Management
Farallon Capital Management
California
$75.4M +$25.8M 1 0.41% Increased
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5
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