← 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
Artisan Partners
Artisan Partners
Wisconsin
$51.1M +$21.7M 2 0.1% Increased
127
Comerica Bank
Comerica Bank
Texas
$51M -$1.57M 9 0.34% Reduced
128
Royce & Associates
Royce & Associates
New York
$49.8M +$9.1M 3 0.33% Increased
129
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$49.5M -$37M 4 0.43% Reduced
130
VOYA Investment Management
VOYA Investment Management
Georgia
$49M -$26.1M 10 0.1% Reduced
131
PointState Capital
PointState Capital
New York
$48.9M +$41.6M 1 0.47% New
132
Federated Hermes
Federated Hermes
Pennsylvania
$48.6M -$14M 10 0.14% Reduced
133
PIP
Permian Investment Partners
Texas
$48.3M +$41.1M 1 5.95% New
134
River Road Asset Management
River Road Asset Management
Kentucky
$48.1M -$4.38M 2 0.91% Reduced
135
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$47.2M +$29.9M 5 0.21% Increased
136
Evercore Wealth Management
Evercore Wealth Management
New York
$47.1M -$932K 3 1.75% Reduced
137
AHL Partners
AHL Partners
United Kingdom
$45.5M +$15.9M 8 0.71% Increased
138
IVA
International Value Advisers
$45.2M +$38.5M 1 1.3% New
139
Canada Life
Canada Life
Manitoba, Canada
$43.4M -$1.96M 9 0.1% Reduced
140
BC
Bodenholm Capital
Sweden
$43.3M -$9.91M 1 21% Reduced
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$43.2M +$326K 6 0.21% Increased
142
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$43M -$4.15M 6 0.38% Reduced
143
Aperio Group
Aperio Group
California
$42.6M +$1.9M 10 0.22% Increased
144
Eaton Vance Management
Eaton Vance Management
Massachusetts
$41.9M +$2.41M 4 0.1% Increased
145
LSV Asset Management
LSV Asset Management
Illinois
$41.7M +$8.39M 3 0.07% Increased
146
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.7M +$33.4M 5 0.43% Increased
147
ProShare Advisors
ProShare Advisors
Maryland
$41.4M +$6.15M 7 0.29% Increased
148
PP
PDT Partners
New York
$41.4M +$10.7M 2 1.2% Increased
149
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$40.9M -$2.61M 1 0.7% Reduced
150
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$40.7M -$3.1M 5 0.35% Reduced