← 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
ACM
American Capital Management
New York
$104M -$9.33M 1 3.62% Reduced
127
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$103M +$75.3M 9 0.38% Increased
128
Dodge & Cox
Dodge & Cox
California
$101M $0 1 0.07% Maintained
129
Bank of Montreal
Bank of Montreal
Ontario, Canada
$99.5M +$4.09M 12 0.03% Increased
130
Voloridge Investment Management
Voloridge Investment Management
Florida
$99M +$42.8M 9 0.47% Increased
131
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$97.2M +$3.33M 13 0.65% Increased
132
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$95.1M +$6.58M 17 0.21% Increased
133
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$91.6M -$3.78M 1 3.39% Reduced
134
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$91.3M -$28.2M 1 1.41% Reduced
135
Artemis Investment Management
Artemis Investment Management
United Kingdom
$90.5M +$13.9M 2 1.13% Increased
136
AQR Capital Management
AQR Capital Management
Connecticut
$89.3M +$26.8M 15 0.19% Increased
137
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$88.5M -$3.6M 12 0.2% Reduced
138
Gates Capital Management
Gates Capital Management
New York
$88.2M -$15.1M 1 2.08% Reduced
139
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$86.1M -$991K 1 0.43% Reduced
140
Los Angeles Capital Management
Los Angeles Capital Management
California
$85.1M +$18.1M 9 0.34% Increased
141
Truist Financial
Truist Financial
North Carolina
$84.6M +$868K 11 0.14% Increased
142
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$81.9M +$1.27M 14 0.23% Increased
143
Snyder Capital Management
Snyder Capital Management
California
$80.4M -$260K 1 1.71% Reduced
144
William Blair & Company
William Blair & Company
Illinois
$80M +$2.08M 5 0.29% Increased
145
KBC Group
KBC Group
Belgium
$79.9M +$38.6M 10 0.33% Increased
146
Jennison Associates
Jennison Associates
New York
$79.3M -$33.4M 5 0.07% Reduced
147
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$78.4M +$23.5M 4 1.33% Increased
148
National Bank of Canada
National Bank of Canada
Quebec, Canada
$77.2M -$2.57M 12 0.14% Reduced
149
Raymond James & Associates
Raymond James & Associates
Florida
$75M -$2.7M 12 0.06% Reduced
150
Westwood Holdings Group
Westwood Holdings Group
Texas
$74.9M +$1.11M 3 0.67% Increased