← 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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$61M -$249K 1 1.11% Reduced
127
Man Group
Man Group
United Kingdom
$60.8M +$5.07M 7 0.31% Increased
128
SCM
Stadium Capital Management
Connecticut
$60.5M +$4.82M 1 24.25% Increased
129
Bellevue Group
Bellevue Group
Switzerland
$60M +$31.6M 3 0.85% Increased
130
KBC Group
KBC Group
Belgium
$59.6M +$12M 7 0.39% Increased
131
AIM
Assured Investment Management
New York
$58.7M $0 1 100% Maintained
132
Lazard Asset Management
Lazard Asset Management
New York
$56.5M +$10.8M 7 0.09% Increased
133
Welch & Forbes
Welch & Forbes
Massachusetts
$56.3M -$336K 1 1.32% Reduced
134
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$56.1M -$10.2M 8 0.45% Reduced
135
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$56M -$3.07M 1 0.2% Reduced
136
RHJA
Rice Hall James & Associates
California
$55.9M -$1.99M 2 2.4% Reduced
137
Artemis Investment Management
Artemis Investment Management
United Kingdom
$55.8M +$33.5M 1 0.75% Increased
138
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.3M +$936K 9 0.58% Increased
139
HSBC Holdings
HSBC Holdings
United Kingdom
$54.9M -$6.27M 9 0.1% Reduced
140
Raymond James & Associates
Raymond James & Associates
Florida
$54.4M -$218K 10 0.07% Reduced
141
Eaton Vance Management
Eaton Vance Management
Massachusetts
$53.9M -$1.92M 6 0.11% Reduced
142
Aberdeen Group
Aberdeen Group
United Kingdom
$53.6M -$3.9M 5 0.15% Reduced
143
Natixis Advisors
Natixis Advisors
Massachusetts
$52.9M +$12.7M 5 0.35% Increased
144
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$52.4M -$6.09M 8 0.22% Reduced
145
EP
Edgestream Partners
New Jersey
$52.3M +$10.1M 4 2.75% Increased
146
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$52.1M -$2.53M 4 0.45% Reduced
147
VOYA Investment Management
VOYA Investment Management
Georgia
$51.2M -$1.1M 12 0.12% Reduced
148
William Blair & Company
William Blair & Company
Illinois
$51M +$2.65M 5 0.24% Increased
149
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$50.7M +$35.7M 6 0.44% Increased
150
Federated Hermes
Federated Hermes
Pennsylvania
$50.3M -$22.5M 11 0.12% Reduced