← 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
151
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$37.8M +$185K 3 0.32% Increased
152
TCP
TAMRO Capital Partners
Virginia
$37.1M +$4.1M 2 1.54% Increased
153
Gotham Asset Management
Gotham Asset Management
New York
$37M +$14.7M 6 1.2% Increased
154
AIG
American International Group
New York
$35.8M +$1.3M 10 0.19% Increased
155
US Bancorp
US Bancorp
Minnesota
$35.4M -$2.32M 9 0.16% Reduced
156
Macquarie Group
Macquarie Group
Australia
$35.3M -$7.93M 6 0.07% Reduced
157
RIM
Rainier Investment Management
Washington
$34.7M -$28.7M 1 0.34% Reduced
158
BAMCO Inc
BAMCO Inc
New York
$34.1M +$34.4M 1 0.16% New
159
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$33.6M -$724K 1 0.53% Reduced
160
TD Asset Management
TD Asset Management
Ontario, Canada
$32.6M -$184K 5 0.06% Reduced
161
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$31.9M -$1.71M 1 0.16% Reduced
162
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$31.5M +$1.62M 3 1.26% Increased
163
ZDA
Zweig-DiMenna Associates
New York
$31.3M +$5.44M 1 1.27% Increased
164
Acadian Asset Management
Acadian Asset Management
Massachusetts
$31M +$14.8M 3 0.2% Increased
165
HCM
Hayman Capital Management
Texas
$30.4M +$27M 1 7.46% New
166
Victory Capital Management
Victory Capital Management
Texas
$30.2M +$30.4M 3 0.22% New
167
AA
Antipodean Advisors
New York
$29.8M +$26.4M 1 3.1% New
168
STRS Ohio
STRS Ohio
Ohio
$29.6M -$19.6M 5 0.13% Reduced
169
Corvex Management
Corvex Management
New York
$29.2M +$25.9M 1 0.55% New
170
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$29M +$17.3M 4 1.86% Increased
171
OAM
Oxford Asset Management
United Kingdom
$28.2M +$4.98M 3 0.63% Increased
172
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$27.9M +$8.55M 4 0.16% Increased
173
ACM
American Capital Management
New York
$27.7M +$764K 1 3.72% Increased
174
Boston Trust Walden
Boston Trust Walden
Massachusetts
$27.6M -$324K 2 0.42% Reduced
175
AR
Advisory Research
Illinois
$27.3M +$430 1 0.29% Increased
5 6
7
8 9