← 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
CCM
Coliseum Capital Management
Connecticut
$105M +$6.92M 1 7.55% Increased
102
Citigroup
Citigroup
New York
$105M -$30M 20 0.05% Reduced
103
LCP
LGT Capital Partners
Switzerland
$105M -$14.9M 1 4.63% Reduced
104
Fidelity International
Fidelity International
Bermuda
$102M +$10.7M 2 0.09% Increased
105
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$102M +$40.9M 9 0.36% Increased
106
CIP
Champlain Investment Partners
Vermont
$101M -$39.5M 2 0.7% Reduced
107
SEI Investments
SEI Investments
Pennsylvania
$98.7M -$44.3M 14 0.11% Reduced
108
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$98.7M +$28.8M 4 1.64% Increased
109
Russell Investments Group
Russell Investments Group
United Kingdom
$93.8M -$4.14M 18 0.12% Reduced
110
Jane Street
Jane Street
New York
$90.1M +$33.1M 12 0.02% Increased
111
Balyasny Asset Management
Balyasny Asset Management
Illinois
$89.7M -$68M 7 0.14% Reduced
112
Verition Fund Management
Verition Fund Management
Connecticut
$86.4M +$37.5M 17 0.38% Increased
113
Welch & Forbes
Welch & Forbes
Massachusetts
$85.5M +$402K 1 1.07% Increased
114
IAM
Ion Asset Management
Israel
$84.4M +$87.1M 1 4.64% New
115
KBC Group
KBC Group
Belgium
$84.2M -$12.8M 7 0.23% Reduced
116
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$83.9M +$1.17M 18 0.11% Increased
117
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.6M -$84.2M 2 0.05% Reduced
118
ACM
American Capital Management
New York
$82M -$18.3M 1 3.4% Reduced
119
SC
SkyKnight Capital
California
$80.9M $0 1 94.9% Maintained
120
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.4M +$25.5M 14 0.07% Increased
121
Federated Hermes
Federated Hermes
Pennsylvania
$79.3M -$13.1M 8 0.15% Reduced
122
Point72 Asset Management
Point72 Asset Management
Connecticut
$77.9M -$14.4M 7 0.15% Reduced
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$77.8M +$5.02M 12 0.19% Increased
124
Pictet Asset Management
Pictet Asset Management
Switzerland
$77.5M +$21.9M 8 0.08% Increased
125
Capital Research Global Investors
Capital Research Global Investors
California
$76.2M +$6.68M 1 0.02% Increased