← 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
River Road Asset Management
River Road Asset Management
Kentucky
$55.2M +$219K 2 1.05% Increased
127
Pzena Investment Management
Pzena Investment Management
New York
$54.9M +$8.94M 2 0.31% Increased
128
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$54.9M -$7.75M 4 0.37% Reduced
129
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$53.4M +$52.8M 6 0.2% New
130
ClearBridge Investments
ClearBridge Investments
New York
$51.4M +$481K 2 0.05% Increased
131
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$51M -$2.48M 6 0.44% Reduced
132
AIG
American International Group
New York
$49.9M -$211K 10 0.18% Reduced
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$47.9M -$486K 6 0.26% Reduced
134
ACM
American Capital Management
New York
$47.7M -$739K 1 3.37% Reduced
135
Glenmede Trust
Glenmede Trust
Pennsylvania
$47.5M +$29.5M 8 0.23% Increased
136
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.9M +$21.5M 4 0.26% Increased
137
London Company of Virginia
London Company of Virginia
Virginia
$46.2M +$43.3M 1 0.3% New
138
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$46.1M -$3.16M 1 0.65% Reduced
139
Raymond James & Associates
Raymond James & Associates
Florida
$45.8M -$857K 6 0.11% Reduced
140
Allianz Asset Management
Allianz Asset Management
Germany
$44.2M -$29.9M 9 0.04% Reduced
141
Martingale Asset Management
Martingale Asset Management
Massachusetts
$44.1M +$21.9M 5 0.64% Increased
142
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$43M -$48.4M 5 0.08% Reduced
143
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$42.6M +$381K 1 0.79% Increased
144
MGM
Miura Global Management
New York
$42.1M +$39.5M 1 7.7% New
145
Balyasny Asset Management
Balyasny Asset Management
Illinois
$40.8M -$16.8M 5 0.19% Reduced
146
AHL Partners
AHL Partners
United Kingdom
$40.7M +$32.6M 5 0.9% Increased
147
Franklin Resources
Franklin Resources
California
$40.6M -$1.6M 2 0.02% Reduced
148
Becker Capital Management
Becker Capital Management
Oregon
$40.2M -$6M 1 1.46% Reduced
149
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.9M -$2.86M 5 0.36% Reduced
150
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$38.9M +$26.2M 8 1.2% Increased
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