← 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
National Pension Service
National Pension Service
South Korea
$79M +$544K 2 0.16% Increased
127
Gates Capital Management
Gates Capital Management
New York
$78.5M -$32.1M 1 2.47% Reduced
128
Raymond James & Associates
Raymond James & Associates
Florida
$75.9M -$1.82M 12 0.07% Reduced
129
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$75.8M +$1.2M 3 0.59% Increased
130
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$75.3M +$18.4M 1 4.76% Increased
131
SSM
Sound Shore Management
Connecticut
$75.2M -$4.96M 1 2.83% Reduced
132
AIC
AWM Investment Company
New York
$74.8M -$1.37M 3 10.78% Reduced
133
William Blair & Company
William Blair & Company
Illinois
$73.8M +$6.71M 4 0.32% Increased
134
CRM
Cramer Rosenthal McGlynn
Connecticut
$73.1M -$18.3M 2 3.21% Reduced
135
MC
Martin Currie
United Kingdom
$72.9M -$4.7M 1 2.85% Reduced
136
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$72.5M +$414K 1 3.16% Increased
137
Snyder Capital Management
Snyder Capital Management
California
$71.6M -$262K 1 1.62% Reduced
138
Westwood Holdings Group
Westwood Holdings Group
Texas
$70.1M +$4.57M 5 0.62% Increased
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.1M -$3.44M 15 0.22% Reduced
140
Natixis
Natixis
France
$69.1M +$61.4M 5 0.39% Increased
141
CCM
Candlestick Capital Management
Connecticut
$67.5M -$33.6M 1 2.71% Reduced
142
PCM
Parsifal Capital Management
Connecticut
$67.4M +$28.8M 1 5.19% Increased
143
Jane Street
Jane Street
New York
$67.2M +$18.5M 15 0.03% Increased
144
Artemis Investment Management
Artemis Investment Management
United Kingdom
$66.5M -$3.96M 1 0.75% Reduced
145
IAM
Iridian Asset Management
Connecticut
$66.3M +$2.83M 2 6.38% Increased
146
UMB Bank
UMB Bank
Missouri
$65.4M -$978K 9 1.03% Reduced
147
Yacktman Asset Management
Yacktman Asset Management
Texas
$64.9M +$7.73M 1 0.65% Increased
148
STRS Ohio
STRS Ohio
Ohio
$64.5M -$108K 14 0.29% Reduced
149
Welch & Forbes
Welch & Forbes
Massachusetts
$63.8M -$1.33M 1 1.14% Reduced
150
AQR Capital Management
AQR Capital Management
Connecticut
$63.3M +$13.6M 14 0.14% Increased
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