← 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
AAM
Ardevora Asset Management
United Kingdom
$74.8M +$14.8M 1 1.35% Increased
127
Snyder Capital Management
Snyder Capital Management
California
$74.4M +$12.7M 1 1.9% Increased
128
Artemis Investment Management
Artemis Investment Management
United Kingdom
$74.4M -$4.14M 2 0.85% Reduced
129
Sessa Capital
Sessa Capital
New York
$73.8M -$31.4M 1 5.27% Reduced
130
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.3M +$41.9M 2 0.85% Increased
131
DFO
Duquesne Family Office
New York
$73.3M +$74.1M 1 4.15% New
132
Glenmede Trust
Glenmede Trust
Pennsylvania
$73.2M -$1.81M 8 0.46% Reduced
133
Prudential Financial
Prudential Financial
New Jersey
$72.8M -$2.36M 15 0.12% Reduced
134
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$71.9M -$5.15M 7 0.11% Reduced
135
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$71.9M -$963K 5 0.15% Reduced
136
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$70.4M $0 1 3.55% Maintained
137
William Blair & Company
William Blair & Company
Illinois
$69.8M -$1.3M 4 0.32% Reduced
138
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$69.5M +$34.9M 15 0.39% Increased
139
Westwood Holdings Group
Westwood Holdings Group
Texas
$68.2M -$6.58M 3 0.81% Reduced
140
Welch & Forbes
Welch & Forbes
Massachusetts
$68.2M -$450K 1 1.33% Reduced
141
Raymond James & Associates
Raymond James & Associates
Florida
$67.9M +$1.66M 14 0.07% Increased
142
SSM
Sound Shore Management
Connecticut
$67.9M +$579K 1 2.75% Increased
143
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$67.6M -$10.4M 16 0.21% Reduced
144
Yacktman Asset Management
Yacktman Asset Management
Texas
$66.6M +$154K 1 0.73% Increased
145
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$66M -$14.7M 3 0.61% Reduced
146
2
2Xideas
Switzerland
$65.3M -$14.5M 1 6.88% Reduced
147
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$65M -$7.85M 2 0.02% Reduced
148
Silvercrest Asset Management
Silvercrest Asset Management
New York
$64.7M -$5.11M 2 0.53% Reduced
149
BCM
Bronte Capital Management
Australia
$62M +$2.96M 1 7.72% Increased
150
Adage Capital Partners
Adage Capital Partners
Massachusetts
$61.7M -$13.6M 4 0.15% Reduced
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