← 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
US Bancorp
US Bancorp
Minnesota
$57M +$651K 10 0.21% Increased
127
Federated Hermes
Federated Hermes
Pennsylvania
$55.7M -$13M 9 0.17% Reduced
128
River Road Asset Management
River Road Asset Management
Kentucky
$55.4M +$6.62M 2 1.06% Increased
129
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.4M +$2.09M 11 0.08% Increased
130
Balyasny Asset Management
Balyasny Asset Management
Illinois
$53.7M +$34M 7 0.29% Increased
131
Congress Asset Management
Congress Asset Management
Massachusetts
$53.7M +$8.7M 1 1.12% Increased
132
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$50.9M +$45.8M 1 0.55% New
133
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$50M +$3.15M 6 0.45% Increased
134
BlackRock Japan
BlackRock Japan
Japan
$47.8M -$5.31M 4 0.16% Reduced
135
AL
AJO LP
Pennsylvania
$47.8M -$34.9M 3 0.2% Reduced
136
Pzena Investment Management
Pzena Investment Management
New York
$47.1M +$13.3M 2 0.27% Increased
137
Raymond James & Associates
Raymond James & Associates
Florida
$46.1M +$2.78M 7 0.12% Increased
138
AIG
American International Group
New York
$45.9M +$7.52M 10 0.18% Increased
139
ClearBridge Investments
ClearBridge Investments
New York
$45.8M +$41.2M 2 0.05% Increased
140
WCMNY
Westchester Capital Management (New York)
New York
$45.1M -$10.2M 1 1.14% Reduced
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.4M +$3.63M 6 0.26% Increased
142
Becker Capital Management
Becker Capital Management
Oregon
$43.8M +$7.86M 1 1.62% Increased
143
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$42.6M -$20.7M 1 0.6% Reduced
144
AQR Arbitrage
AQR Arbitrage
Connecticut
$41.8M +$32.9M 2 0.43% Increased
145
ACM
American Capital Management
New York
$41.8M +$216K 1 3.23% Increased
146
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$41.6M -$13.3M 4 0.39% Reduced
147
CIBC World Markets
CIBC World Markets
New York
$41.5M +$35.2M 3 0.42% Increased
148
SGAM
Smith Group Asset Management
Texas
$40.2M -$11M 3 1.18% Reduced
149
Citigroup
Citigroup
New York
$40.2M +$2.73M 11 0.04% Increased
150
Franklin Resources
Franklin Resources
California
$40M +$2.17M 2 0.02% Increased