← 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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$48.8M -$10.3M 5 0.12% Reduced
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$48.6M $0 9 0.24% Maintained
128
1WCM
12 West Capital Management
New York
$48.1M +$55.3M 1 2.87% Increased
129
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$47.1M -$12.8M 6 0.26% Reduced
130
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$47M -$3.28M 1 1.14% Reduced
131
Aberdeen Group
Aberdeen Group
United Kingdom
$46.9M +$4.51K 5 0.15% Increased
132
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$46.4M -$9.2M 4 0.14% Reduced
133
Raymond James & Associates
Raymond James & Associates
Florida
$46M +$1.89M 11 0.07% Increased
134
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$45.6M -$3.3M 4 0.51% Reduced
135
TCW Group
TCW Group
California
$44.9M +$561K 1 0.62% Increased
136
MVP
Miller Value Partners
Florida
$44.5M -$19.4M 1 2.86% Reduced
137
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$43.7M -$8.02M 2 0.02% Reduced
138
Welch & Forbes
Welch & Forbes
Massachusetts
$43.5M -$648K 1 1.22% Reduced
139
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$43.4M -$5.4M 2 0.68% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$43.1M +$392K 5 0.2% Increased
141
VOYA Investment Management
VOYA Investment Management
Georgia
$42.9M -$1.15M 12 0.12% Reduced
142
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$42M +$994K 4 0.14% Increased
143
Rockefeller Capital Management
Rockefeller Capital Management
New York
$41.8M -$53.5M 9 0.55% Reduced
144
AAM
AMI Asset Management
California
$41.7M -$1.37M 2 2.63% Reduced
145
CIP
CAS Investment Partners
Connecticut
$41.6M +$8.98M 1 9.14% Increased
146
Los Angeles Capital Management
Los Angeles Capital Management
California
$41.4M +$24.2M 8 0.26% Increased
147
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$41.2M -$22.1M 1 0.18% Reduced
148
Man Group
Man Group
United Kingdom
$40.3M -$5.26M 7 0.26% Reduced
149
Nicholas Company
Nicholas Company
Wisconsin
$39.1M -$2.53M 3 1.11% Reduced
150
Lazard Asset Management
Lazard Asset Management
New York
$39M +$40.2M 8 0.07% Increased