← 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
William Blair & Company
William Blair & Company
Illinois
$64.5M -$3.55M 4 0.17% Reduced
127
Giverny Capital
Giverny Capital
Quebec, Canada
$64.4M +$64.3M 1 2.18% New
128
CCM
Coliseum Capital Management
Connecticut
$62.9M +$9.78M 1 6.14% Increased
129
Canada Life
Canada Life
Manitoba, Canada
$62.5M -$6.93M 8 0.09% Reduced
130
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$62.1M -$15.3M 17 0.08% Reduced
131
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$61.7M -$2.75M 9 0.12% Reduced
132
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$59.2M -$3.57M 3 0.41% Reduced
133
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$56.3M +$827K 4 0.19% Increased
134
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$56.3M -$24.2M 10 0.15% Reduced
135
Todd Asset Management
Todd Asset Management
Kentucky
$56.2M +$24.2M 2 1.14% Increased
136
Credit Agricole
Credit Agricole
France
$56M +$63.6M 6 0.15% New
137
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$55.9M +$14.8M 13 0.01% Increased
138
Vaughan David Investments
Vaughan David Investments
Illinois
$55.9M -$1.12M 1 1.21% Reduced
139
LOIM
Liberty One Investment Management
Illinois
$55.9M +$24.3M 1 3.14% Increased
140
Aviso Financial
Aviso Financial
Ontario, Canada
$55.1M +$824K 1 2.24% Increased
141
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$54.5M +$23.8M 11 0.41% Increased
142
Soleus Capital Management
Soleus Capital Management
Connecticut
$54M +$62.7M 1 2.72% Increased
143
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$52.7M -$12.3M 11 0.09% Reduced
144
Freestone Grove Partners
Freestone Grove Partners
California
$52.4M +$4.07M 4 0.39% Increased
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$52.1M +$1.26M 10 0.12% Increased
146
LPL Financial
LPL Financial
California
$52.1M +$1.29M 13 0.02% Increased
147
PineBridge Investments
PineBridge Investments
New York
$51.9M -$15.6M 2 0.39% Reduced
148
KeyBank National Association
KeyBank National Association
Ohio
$51M -$65.6M 5 0.18% Reduced
149
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$50M -$24.7M 6 0.06% Reduced
150
Bellevue Group
Bellevue Group
Switzerland
$49.5M -$2.19M 2 1.03% Reduced