← 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
Macquarie Group
Macquarie Group
Australia
$92.8M -$138M 6 0.11% Reduced
102
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91M -$34.3M 10 0.03% Reduced
103
Welch & Forbes
Welch & Forbes
Massachusetts
$90.3M -$476K 1 1.09% Reduced
104
Citigroup
Citigroup
New York
$89.3M -$11.7M 19 0.04% Reduced
105
Royal London Asset Management
Royal London Asset Management
United Kingdom
$88.3M +$30.9M 3 0.19% Increased
106
ACM
American Capital Management
New York
$85.1M -$1.93M 1 3.39% Reduced
107
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$84.9M -$2.57M 7 0.27% Reduced
108
KBC Group
KBC Group
Belgium
$81.5M +$1.52M 6 0.2% Increased
109
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$80.9M -$31.2M 1 0.65% Reduced
110
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$80.5M -$2.99M 1 0.06% Reduced
111
SEI Investments
SEI Investments
Pennsylvania
$79.2M -$10.8M 11 0.09% Reduced
112
Pictet Asset Management
Pictet Asset Management
Switzerland
$77.2M +$19.5M 7 0.07% Increased
113
SC
SkyKnight Capital
California
$76.8M $0 1 93.94% Maintained
114
Raymond James Financial
Raymond James Financial
Florida
$76.7M -$29.6M 10 0.02% Reduced
115
Baird Financial Group
Baird Financial Group
Wisconsin
$74.6M -$36.9M 9 0.12% Reduced
116
Jefferies Financial Group
Jefferies Financial Group
New York
$74.4M +$7.46M 6 0.35% Increased
117
Douglas Lane & Associates
Douglas Lane & Associates
New York
$74.3M +$11.6M 1 1.04% Increased
118
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$69.2M +$2.3M 6 0.45% Increased
119
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$67.9M -$10.8M 1 1.98% Reduced
120
National Pension Service
National Pension Service
South Korea
$67.2M -$2.25M 2 0.05% Reduced
121
Voloridge Investment Management
Voloridge Investment Management
Florida
$65.6M -$35.2M 5 0.22% Reduced
122
Reinhart Partners
Reinhart Partners
Wisconsin
$65.6M +$134K 1 2.13% Increased
123
B
Braidwell
Connecticut
$65.6M +$36.6M 1 1.95% Increased
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$65.5M -$4.48M 13 0.11% Reduced
125
Baupost Group
Baupost Group
Massachusetts
$65.5M $0 1 1.37% Maintained