← 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
CC
Carlson Capital
Texas
$62.6M +$23.5M 2 0.88% Increased
127
Korea Investment Corp
Korea Investment Corp
South Korea
$61.9M +$17.6M 3 0.28% Increased
128
London Company of Virginia
London Company of Virginia
Virginia
$61.8M -$1.54M 1 0.5% Reduced
129
CIP
CAS Investment Partners
Connecticut
$60.7M $0 1 21.09% Maintained
130
SEI Investments
SEI Investments
Pennsylvania
$60.5M +$11M 11 0.21% Increased
131
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$56.6M +$34.9M 9 0.36% Increased
132
Aperio Group
Aperio Group
California
$56.1M +$3.39M 10 0.27% Increased
133
CIP
Champlain Investment Partners
Vermont
$55.9M +$51.9M 1 0.54% Increased
134
Channing Capital Management
Channing Capital Management
Illinois
$55.2M +$3.24M 1 1.95% Increased
135
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$54.7M +$1.31M 2 0.59% Increased
136
Artemis Investment Management
Artemis Investment Management
United Kingdom
$54.4M +$20.5M 2 0.74% Increased
137
Baird Financial Group
Baird Financial Group
Wisconsin
$53.5M +$7.57M 4 0.36% Increased
138
PGGM Investments
PGGM Investments
Netherlands
$52.7M -$1.17M 1 0.29% Reduced
139
VOYA Investment Management
VOYA Investment Management
Georgia
$51.6M -$2.65M 10 0.11% Reduced
140
LSV Asset Management
LSV Asset Management
Illinois
$50.9M +$12.7M 4 0.08% Increased
141
Gotham Asset Management
Gotham Asset Management
New York
$49.7M +$25.5M 4 0.72% Increased
142
Evercore Wealth Management
Evercore Wealth Management
New York
$48.7M -$6.93M 1 1.66% Reduced
143
Comerica Bank
Comerica Bank
Texas
$48.3M -$404K 11 0.34% Reduced
144
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48M +$9.92M 5 0.08% Increased
145
HSBC Holdings
HSBC Holdings
United Kingdom
$47.5M -$12.2M 8 0.08% Reduced
146
US Bancorp
US Bancorp
Minnesota
$47.5M -$2.29M 11 0.15% Reduced
147
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$46.8M +$13.5M 6 0.21% Increased
148
USAA
United Services Automobile Association
Texas
$46M +$20.6M 8 0.12% Increased
149
Adage Capital Partners
Adage Capital Partners
Massachusetts
$45.8M +$18.5M 4 0.11% Increased
150
Canada Life
Canada Life
Manitoba, Canada
$45.8M +$1.06M 9 0.11% Increased
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