← 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
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$68.2M -$5.22M 2 0.9% Reduced
127
CIP
CAS Investment Partners
Connecticut
$66.5M $0 1 4.61% Maintained
128
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$66.1M +$8.74M 7 0.48% Increased
129
Frontier Capital Management
Frontier Capital Management
Massachusetts
$65.7M -$19M 2 0.57% Reduced
130
HSBC Holdings
HSBC Holdings
United Kingdom
$63.7M +$10.7M 9 0.1% Increased
131
AL
AJO LP
Pennsylvania
$62.1M +$49.9M 6 0.66% Increased
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$61.4M +$15M 10 0.15% Increased
133
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$60M +$1.68M 3 0.09% Increased
134
Eaton Vance Management
Eaton Vance Management
Massachusetts
$59.8M +$4.93M 6 0.11% Increased
135
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$59.1M +$25.1M 6 0.27% Increased
136
Natixis Advisors
Natixis Advisors
Massachusetts
$58.3M +$6.71M 5 0.37% Increased
137
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$55.9M +$4.78M 2 0.2% Increased
138
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$55.7M -$22.1M 8 0.09% Reduced
139
KBC Group
KBC Group
Belgium
$55.6M -$1.7M 7 0.33% Reduced
140
CCI
Columbus Circle Investors
$55.1M -$12.2M 1 2.39% Reduced
141
Epoch Investment Partners
Epoch Investment Partners
New York
$55M +$50.2M 2 0.27% Increased
142
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54.6M -$49.1M 11 0.08% Reduced
143
William Blair & Company
William Blair & Company
Illinois
$54.2M +$8.49M 5 0.23% Increased
144
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$53.3M +$359K 5 0.42% Increased
145
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$53.1M +$9.47M 11 0.6% Increased
146
Welch & Forbes
Welch & Forbes
Massachusetts
$52.5M +$2.39M 1 1.13% Increased
147
Raymond James & Associates
Raymond James & Associates
Florida
$52.3M -$2.84M 10 0.07% Reduced
148
Todd Asset Management
Todd Asset Management
Kentucky
$52.2M +$11.3M 2 1.56% Increased
149
Squarepoint
Squarepoint
New York
$51.8M +$12.4M 10 0.7% Increased
150
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$51M +$462K 4 0.4% Increased