← 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
$51M -$607K 2 0.99% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$50.9M -$6.24M 10 0.14% Reduced
128
Pzena Investment Management
Pzena Investment Management
New York
$50.7M -$395K 2 0.28% Reduced
129
ACM
American Capital Management
New York
$50.6M -$931K 1 3.26% Reduced
130
DZ Bank
DZ Bank
Germany
$50M +$16.5M 6 0.23% Increased
131
Martingale Asset Management
Martingale Asset Management
Massachusetts
$49.6M +$10.4M 6 0.7% Increased
132
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$49.4M -$11.3M 3 0.16% Reduced
133
HSBC Holdings
HSBC Holdings
United Kingdom
$49M -$37.4M 8 0.09% Reduced
134
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$48.5M +$258K 6 0.26% Increased
135
Glenmede Trust
Glenmede Trust
Pennsylvania
$47.5M $0 8 0.23% Maintained
136
London Company of Virginia
London Company of Virginia
Virginia
$46.8M -$1.52M 1 0.32% Reduced
137
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.3M -$3.7M 7 0.43% Reduced
138
Marshall Wace North America
Marshall Wace North America
New York
$44.5M +$32.3M 5 0.33% Increased
139
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M +$8.03M 4 0.1% Increased
140
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$42M -$2.96M 6 0.08% Reduced
141
CCM
Conatus Capital Management
Connecticut
$41.9M +$41.8M 1 3.85% New
142
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.8M +$42.7M 1 0.35% New
143
AHL Partners
AHL Partners
United Kingdom
$41.2M +$2.37M 7 0.88% Increased
144
IIM
Ivory Investment Management
New York
$41M -$143K 1 1.53% Reduced
145
Bessemer Group
Bessemer Group
New Jersey
$40.5M -$22M 8 0.16% Reduced
146
CC
Carlson Capital
Texas
$40.4M +$1.14M 1 0.58% Increased
147
BTP
Bloom Tree Partners
New York
$40.1M +$29M 1 4.44% New
148
Barclays
Barclays
United Kingdom
$39.9M -$25.5M 12 0.04% Reduced
149
Prudential plc
Prudential plc
United Kingdom
$39.8M +$2.61M 4 0.13% Increased
150
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$39.5M -$1.19M 1 0.73% Reduced