← 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
BCM
Bronte Capital Management
Australia
$55.2M +$51.7M 1 22.03% New
127
Citigroup
Citigroup
New York
$55M +$13.8M 13 0.06% Increased
128
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53M -$17.8M 10 0.07% Reduced
129
Adage Capital Partners
Adage Capital Partners
Massachusetts
$52.2M +$14.6M 4 0.14% Increased
130
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$50.8M +$10.2M 6 0.28% Increased
131
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$50.5M -$565K 2 0.61% Reduced
132
Martingale Asset Management
Martingale Asset Management
Massachusetts
$49.6M +$25.8M 5 0.65% Increased
133
PHS
PFM Health Sciences
California
$49.5M -$33.9M 1 1.32% Reduced
134
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$48.5M +$10.4M 4 0.41% Increased
135
Prudential plc
Prudential plc
United Kingdom
$47.5M -$5.68M 2 0.19% Reduced
136
Nuveen
Nuveen
North Carolina
$46.8M -$14M 5 0.3% Reduced
137
Evercore Wealth Management
Evercore Wealth Management
New York
$46.6M -$5.96M 1 1.76% Reduced
138
SDJVC
St. Denis J. Villere & Co
Louisiana
$46.2M +$11M 1 3.26% Increased
139
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$45.7M -$579K 6 0.21% Reduced
140
Bank of Montreal
Bank of Montreal
Ontario, Canada
$45.3M -$1.52M 12 0.04% Reduced
141
Eaton Vance Management
Eaton Vance Management
Massachusetts
$45.1M -$28.8M 4 0.12% Reduced
142
SEI Investments
SEI Investments
Pennsylvania
$45M -$776K 10 0.16% Reduced
143
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.8M +$28.3M 7 0.32% Increased
144
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$42.7M -$56.8M 11 0.1% Reduced
145
SC
Sasco Capital
Connecticut
$42.5M -$6.9M 1 3.33% Reduced
146
NCA
Newbrook Capital Advisors
New York
$42.5M -$12.4M 1 4.57% Reduced
147
Glenmede Trust
Glenmede Trust
Pennsylvania
$41.4M -$2.84M 11 0.2% Reduced
148
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$41M -$42.7M 7 0.36% Reduced
149
HSBC Holdings
HSBC Holdings
United Kingdom
$40.9M +$8.02M 10 0.08% Increased
150
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$40.7M -$503K 1 0.96% Reduced