← 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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.7M +$37.3M 4 0.11% Increased
127
Brown Advisory
Brown Advisory
Maryland
$80.9M +$5.11M 5 0.12% Increased
128
Viking Global Investors
Viking Global Investors
Connecticut
$79.8M -$25.6M 1 0.32% Reduced
129
National Pension Service
National Pension Service
South Korea
$79.5M +$3.73M 2 0.15% Increased
130
STRS Ohio
STRS Ohio
Ohio
$78.8M +$22.5M 14 0.29% Increased
131
Rockefeller Capital Management
Rockefeller Capital Management
New York
$76.6M -$8.45M 14 0.37% Reduced
132
Welch & Forbes
Welch & Forbes
Massachusetts
$76.1M +$575K 1 1.2% Increased
133
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$76.1M -$1.29M 4 0.1% Reduced
134
Two Sigma Investments
Two Sigma Investments
New York
$75.6M -$25M 8 0.22% Reduced
135
Glenmede Trust
Glenmede Trust
Pennsylvania
$75.4M +$12.2M 5 0.37% Increased
136
William Blair & Company
William Blair & Company
Illinois
$75.4M +$1.12M 5 0.26% Increased
137
Raymond James & Associates
Raymond James & Associates
Florida
$74M +$15.8M 13 0.06% Increased
138
Jennison Associates
Jennison Associates
New York
$72.8M +$5.13M 3 0.05% Increased
139
Farallon Capital Management
Farallon Capital Management
California
$72.8M +$64.8M 1 0.35% New
140
SSM
Sound Shore Management
Connecticut
$72.5M -$37.4M 1 2.1% Reduced
141
WIC
Water Island Capital
New York
$69.3M +$3.44M 1 3.52% New
142
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$68.2M +$6.42M 1 3.88% Increased
143
CRM
Cramer Rosenthal McGlynn
Connecticut
$65.9M +$13.9M 2 2.57% Increased
144
Westwood Holdings Group
Westwood Holdings Group
Texas
$65.1M -$11.3M 1 0.6% Reduced
145
BGI
BlueDrive Global Investors
United Kingdom
$65.1M $0 2 28.79% Maintained
146
PWAM
Park West Asset Management
California
$63M +$44.3M 1 2.19% Increased
147
Canada Life
Canada Life
Manitoba, Canada
$62.8M +$1.78M 11 0.13% Increased
148
IAM
Iridian Asset Management
Connecticut
$62.8M +$41.1M 2 4.37% Increased
149
Silvercrest Asset Management
Silvercrest Asset Management
New York
$62.2M +$3.63M 2 0.4% Increased
150
AQR Capital Management
AQR Capital Management
Connecticut
$61.9M -$21.6M 10 0.12% Reduced