← 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
Artisan Partners
Artisan Partners
Wisconsin
$83.5M -$18.6M 1 0.13% Reduced
127
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$82.4M +$33.6M 7 0.29% Increased
128
SC
SkyKnight Capital
California
$81.7M $0 1 89.88% Maintained
129
TimesSquare Capital Management
TimesSquare Capital Management
New York
$80.4M +$84.2M 1 1.17% New
130
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$78.4M +$1.9M 14 0.15% Increased
131
Voloridge Investment Management
Voloridge Investment Management
Florida
$77.3M -$7.46M 5 0.27% Reduced
132
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$77.3M -$10.6M 1 0.63% Reduced
133
Freestone Grove Partners
Freestone Grove Partners
California
$76.1M +$81.4M 5 0.93% New
134
KBC Group
KBC Group
Belgium
$75.8M +$7.13M 8 0.21% Increased
135
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.7M -$748K 12 0.16% Reduced
136
Citigroup
Citigroup
New York
$75.7M +$295K 20 0.04% Increased
137
Capital International Investors
Capital International Investors
California
$75.3M +$45.9M 1 0.01% Increased
138
Canada Life
Canada Life
Manitoba, Canada
$75.2M +$1.24M 8 0.13% Increased
139
Welch & Forbes
Welch & Forbes
Massachusetts
$75M +$197K 1 0.96% Increased
140
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$74.8M +$78.5M 1 2.03% New
141
CCPM
Cooper Creek Partners Management
New York
$72.1M +$23.7M 1 2.23% Increased
142
VOYA Investment Management
VOYA Investment Management
Georgia
$71.8M -$8.22M 14 0.07% Reduced
143
GGHC
Gilder Gagnon Howe & Co
New York
$71.5M -$2.87M 2 0.77% Reduced
144
Banco Santander
Banco Santander
Spain
$69.5M -$3.34K 2 0.84% Reduced
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.5M -$23.7M 13 0.18% Reduced
146
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.4M -$3.88M 14 0.06% Reduced
147
Douglas Lane & Associates
Douglas Lane & Associates
New York
$68.2M -$6.58M 1 0.96% Reduced
148
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$67.4M +$69.1M 6 0.13% New
149
PIM
Platinum Investment Management
Australia
$67.1M -$4.85M 2 3.94% Reduced
150
River Road Asset Management
River Road Asset Management
Kentucky
$67.1M -$3.77M 1 0.89% Reduced