← 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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$73.9M -$11.3M 5 0.17% Reduced
127
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$72.6M +$18.8M 5 0.13% Increased
128
CCM
Candlestick Capital Management
Connecticut
$71.5M +$9.3M 1 1.82% Increased
129
Glenmede Trust
Glenmede Trust
Pennsylvania
$71.4M +$13.4M 6 0.42% Increased
130
SSM
Sound Shore Management
Connecticut
$70.7M -$3.24M 1 2.59% Reduced
131
Silvercrest Asset Management
Silvercrest Asset Management
New York
$70.1M +$848K 2 0.53% Increased
132
Raymond James & Associates
Raymond James & Associates
Florida
$69.4M -$2.74M 14 0.07% Reduced
133
Westwood Holdings Group
Westwood Holdings Group
Texas
$68.5M +$5.69M 3 0.75% Increased
134
IAM
Iridian Asset Management
Connecticut
$68.5M +$10.7M 2 5.61% Increased
135
William Blair & Company
William Blair & Company
Illinois
$68.4M +$3.4M 5 0.3% Increased
136
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$67.7M +$4.88M 1 3.55% Increased
137
Citigroup
Citigroup
New York
$67.4M -$19.3M 22 0.05% Reduced
138
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$66.8M +$32.5M 6 0.52% Increased
139
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$66.7M -$16.6M 2 0.02% Reduced
140
Welch & Forbes
Welch & Forbes
Massachusetts
$65.9M +$129K 1 1.21% Increased
141
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.1M +$45.4M 7 0.21% Increased
142
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$64.8M +$34.6M 11 0.09% Increased
143
Jennison Associates
Jennison Associates
New York
$63.5M +$7M 4 0.06% Increased
144
Stifel Financial
Stifel Financial
Missouri
$62.5M +$10.4M 12 0.1% Increased
145
BCM
Bronte Capital Management
Australia
$61.3M +$841K 1 7.02% Increased
146
Yacktman Asset Management
Yacktman Asset Management
Texas
$58.4M +$66.5M 1 0.61% New
147
UMB Bank
UMB Bank
Missouri
$58.4M +$1.28M 9 0.91% Increased
148
Man Group
Man Group
United Kingdom
$58.3M -$120M 0 – Closed
149
AAM
Ardevora Asset Management
United Kingdom
$58.2M +$6.9M 1 0.95% Increased
150
RHJA
Rice Hall James & Associates
California
$56.9M -$1.91M 1 2.75% Reduced
4 5
6
7 8