← 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
$109M +$4.46M 2 1.98% Increased
102
ACM
American Capital Management
New York
$109M -$442K 1 4.26% Reduced
103
VSCP
Vesey Street Capital Partners
New York
$108M -$302 1 100% Reduced
104
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$108M +$2.53M 19 0.15% Increased
105
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$107M -$24.1M 12 0.24% Reduced
106
Two Sigma Investments
Two Sigma Investments
New York
$104M +$34.4M 11 0.33% Increased
107
Frontier Capital Management
Frontier Capital Management
Massachusetts
$104M +$31.8M 2 1.13% Increased
108
Allianz Asset Management
Allianz Asset Management
Germany
$103M +$22.1M 8 0.2% Increased
109
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$103M $0 1 0.61% Maintained
110
Jennison Associates
Jennison Associates
New York
$102M -$6.67M 3 0.1% Reduced
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$97.5M +$64.8M 12 0.15% Increased
112
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$96.3M +$4.22M 6 0.19% Increased
113
Lazard Asset Management
Lazard Asset Management
New York
$93.1M -$612K 14 0.13% Reduced
114
Adage Capital Partners
Adage Capital Partners
Massachusetts
$92.3M +$24.3M 5 0.22% Increased
115
D.E. Shaw & Co
D.E. Shaw & Co
New York
$91.4M -$15.5M 14 0.1% Reduced
116
Eagle Asset Management
Eagle Asset Management
Florida
$89.6M -$3.89M 3 0.55% Reduced
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$89.3M -$684K 13 0.22% Reduced
118
SAM
Scopus Asset Management
New York
$88.4M -$2.09M 3 2.4% Reduced
119
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$88.2M -$10.5M 1 0.89% Reduced
120
Capital Research Global Investors
Capital Research Global Investors
California
$87.6M $0 1 0.03% Maintained
121
Westfield Capital Management
Westfield Capital Management
Massachusetts
$85.5M +$7.05M 1 0.66% Increased
122
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$85.3M +$6.06M 9 0.12% Increased
123
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$82.4M -$760K 14 0.2% Reduced
124
Alyeska Investment Group
Alyeska Investment Group
Illinois
$82.4M +$13.2M 3 0.85% Increased
125
Prudential Financial
Prudential Financial
New Jersey
$79.1M +$3.86M 16 0.13% Increased
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