← 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
126
VAM
Visium Asset Management
New York
$47.3M -$13.4M 4 0.7% Reduced
127
Perkins Investment Management
Perkins Investment Management
Illinois
$46.2M +$1.57M 1 0.46% Increased
128
BlackRock Japan
BlackRock Japan
Japan
$45.7M -$4.31M 3 0.18% Reduced
129
TFP
Triple Frond Partners
California
$44.7M $0 1 12.71% Maintained
130
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$44.1M -$7.91M 3 0.18% Reduced
131
Acadian Asset Management
Acadian Asset Management
Massachusetts
$44M -$9.45M 6 0.2% Reduced
132
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43.8M -$55.1K 8 0.02% Reduced
133
Victory Capital Management
Victory Capital Management
Texas
$42.6M +$3.61M 2 0.15% Increased
134
Raymond James & Associates
Raymond James & Associates
Florida
$42.3M +$5.46M 3 0.19% Increased
135
Vontobel Asset Management
Vontobel Asset Management
New York
$41.7M +$1.19M 1 0.32% Increased
136
AIG
American International Group
New York
$41.6M -$1.24M 10 0.17% Reduced
137
GTP
Global Thematic Partners
New York
$41.3M -$67.3M 1 0.62% Reduced
138
US Bancorp
US Bancorp
Minnesota
$40.9M -$733K 8 0.16% Reduced
139
ACM
American Capital Management
New York
$40.9M -$621K 1 4.02% Reduced
140
CRM
Cramer Rosenthal McGlynn
Connecticut
$40.8M +$39.6M 1 0.46% New
141
STRS Ohio
STRS Ohio
Ohio
$40.4M +$14.1K 6 0.18% Increased
142
Renaissance Technologies
Renaissance Technologies
New York
$38.7M -$37.8M 8 0.08% Reduced
143
AIM
Allen Investment Management
New York
$37.9M -$10.4M 2 2.77% Reduced
144
RMCP
Red Mountain Capital Partners
California
$37.2M $0 1 9.55% Maintained
145
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$37M -$750K 1 5.47% Reduced
146
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$36.5M -$323K 2 1.22% Reduced
147
Pzena Investment Management
Pzena Investment Management
New York
$36.5M +$6.4M 1 0.2% Increased
148
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$36.3M +$7.96M 5 0.13% Increased
149
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.9M -$5.31M 5 0.19% Reduced
150
OCAM
Owl Creek Asset Management
New York
$35.6M +$28.4M 1 1.92% New
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