← 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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$84.1M +$4.88M 13 0.44% Increased
127
Armistice Capital
Armistice Capital
New York
$84M +$6.51M 3 1.42% Increased
128
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.4M +$22M 5 0.1% Increased
129
6CM
683 Capital Management
New York
$83.2M +$25M 1 3.25% Increased
130
Lazard Asset Management
Lazard Asset Management
New York
$82.7M +$26.5M 11 0.09% Increased
131
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$82.2M +$4.21M 2 1.12% Increased
132
Welch & Forbes
Welch & Forbes
Massachusetts
$82M -$201K 1 1.36% Reduced
133
William Blair & Company
William Blair & Company
Illinois
$81.8M -$2.07M 5 0.28% Reduced
134
National Pension Service
National Pension Service
South Korea
$80.3M -$3.76M 3 0.15% Reduced
135
TimesSquare Capital Management
TimesSquare Capital Management
New York
$79.2M -$25M 2 0.69% Reduced
136
CCM
Candlestick Capital Management
Connecticut
$79.2M -$30.7M 3 1.49% Reduced
137
Silvercrest Asset Management
Silvercrest Asset Management
New York
$77.8M -$7.04M 2 0.52% Reduced
138
Voloridge Investment Management
Voloridge Investment Management
Florida
$77.8M +$35.5M 8 0.5% Increased
139
Swedbank
Swedbank
Sweden
$76.7M +$200K 6 0.14% Increased
140
SM
Senvest Management
New York
$75.4M +$39.6M 1 2.16% Increased
141
Canada Life
Canada Life
Manitoba, Canada
$75.1M -$2.06M 12 0.17% Reduced
142
Driehaus Capital Management
Driehaus Capital Management
Illinois
$73.1M +$13.7M 3 0.87% Increased
143
Eaton Vance Management
Eaton Vance Management
Massachusetts
$72.4M -$46M 11 0.1% Reduced
144
Nomura Asset Management
Nomura Asset Management
Japan
$71.5M +$31M 4 0.4% Increased
145
Korea Investment Corp
Korea Investment Corp
South Korea
$70M +$3.3M 4 0.21% Increased
146
AIC
AWM Investment Company
New York
$67.8M +$70.3M 1 6.66% New
147
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$66.8M +$25.7M 4 0.45% Increased
148
Acadian Asset Management
Acadian Asset Management
Massachusetts
$66.3M -$36.8M 7 0.25% Reduced
149
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$66.2M +$39.8M 2 0.5% Increased
150
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$66.1M +$73M 1 4.25% New
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