← 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
Pzena Investment Management
Pzena Investment Management
New York
$47.2M +$1.26M 1 0.25% Increased
127
Royce & Associates
Royce & Associates
New York
$47M -$13.7M 3 0.31% Reduced
128
EC
Engaged Capital
California
$46.9M $0 1 5.76% Maintained
129
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$46.6M +$9.84M 1 0.75% Increased
130
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$46.5M +$18.5M 3 0.33% Increased
131
River Road Asset Management
River Road Asset Management
Kentucky
$46.5M +$144K 2 0.91% Increased
132
DZ Bank
DZ Bank
Germany
$45.3M -$1.76M 5 0.19% Reduced
133
Comerica Bank
Comerica Bank
Texas
$44.9M -$25.2M 9 0.33% Reduced
134
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.6M +$34.3M 4 0.2% Increased
135
BC
Bodenholm Capital
Sweden
$43.6M +$2.69M 1 25.94% Increased
136
Fidelity International
Fidelity International
Bermuda
$43.2M -$5.77M 1 0.12% Reduced
137
TI
Think Investments
California
$43M +$13.4M 1 10.92% Increased
138
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.2M +$4.02M 3 0.32% Increased
139
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.9M -$795K 6 0.39% Reduced
140
Magnetar Financial
Magnetar Financial
Illinois
$41.4M +$9.1M 6 0.75% Increased
141
ProShare Advisors
ProShare Advisors
Maryland
$41.4M +$2.76M 6 0.38% Increased
142
Axa
Axa
France
$41.1M +$25.2M 3 0.18% Increased
143
Martingale Asset Management
Martingale Asset Management
Massachusetts
$40.8M -$7.14M 6 0.55% Reduced
144
Boston Trust Walden
Boston Trust Walden
Massachusetts
$40.4M +$9.96M 3 0.63% Increased
145
IP
Interval Partners
New York
$40.3M +$5.58M 1 1.83% Increased
146
Canada Life
Canada Life
Manitoba, Canada
$40.1M -$9.58M 10 0.1% Reduced
147
Evercore Wealth Management
Evercore Wealth Management
New York
$39.9M +$66.3K 3 1.56% Increased
148
Bessemer Group
Bessemer Group
New Jersey
$39.9M +$1.23M 8 0.16% Increased
149
Raymond James & Associates
Raymond James & Associates
Florida
$39.8M +$3.56M 6 0.08% Increased
150
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$39.3M +$3.06M 5 0.34% Increased