← 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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$84.8M -$48.5M 2 0.73% Reduced
127
Russell Investments Group
Russell Investments Group
United Kingdom
$83M +$1.37M 17 0.12% Increased
128
VOYA Investment Management
VOYA Investment Management
Georgia
$82.3M -$13.7M 14 0.09% Reduced
129
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$81.3M +$386K 14 0.15% Increased
130
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$81.1M +$3.08M 2 0.54% Increased
131
Canada Life
Canada Life
Manitoba, Canada
$81M +$7.2M 8 0.14% Increased
132
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$80.4M +$37.2M 6 0.15% Increased
133
Bellevue Group
Bellevue Group
Switzerland
$80.3M +$13.2M 2 1.3% Increased
134
Welch & Forbes
Welch & Forbes
Massachusetts
$79.8M +$349K 1 1.02% Increased
135
Citigroup
Citigroup
New York
$79.7M +$3.42M 20 0.05% Increased
136
National Bank of Canada
National Bank of Canada
Quebec, Canada
$78.7M +$8.1M 12 0.09% Increased
137
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$78.5M -$3.34M 11 0.16% Reduced
138
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.8M -$4.47M 14 0.07% Reduced
139
Voloridge Investment Management
Voloridge Investment Management
Florida
$76.1M +$16.5M 6 0.28% Increased
140
Jane Street
Jane Street
New York
$75.6M -$136M 18 0.02% Reduced
141
Banco Santander
Banco Santander
Spain
$75M +$289K 2 0.88% Increased
142
William Blair & Company
William Blair & Company
Illinois
$74.9M +$2.02M 7 0.22% Increased
143
KBC Group
KBC Group
Belgium
$74.7M +$21.5M 8 0.23% Increased
144
BCM
Brown Capital Management
Maryland
$74M -$9.97M 1 1.59% Reduced
145
SAM
Scopus Asset Management
New York
$73.4M -$38.3M 2 1.3% Reduced
146
GGHC
Gilder Gagnon Howe & Co
New York
$73.2M -$799K 2 0.88% Reduced
147
Douglas Lane & Associates
Douglas Lane & Associates
New York
$71.8M +$17.8M 1 0.99% Increased
148
TPG GP A
TPG GP A
Texas
$71.8M -$120M 1 1.22% Reduced
149
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$71.7M +$42.1M 9 0.34% Increased
150
Truist Financial
Truist Financial
North Carolina
$71.6M -$18.4M 9 0.11% Reduced