← 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$35.4M +$28.3M 1 0.12% New
152
Jennison Associates
Jennison Associates
New York
$35M +$33M 1 0.03% New
153
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$34.8M -$6.31M 1 1.33% Reduced
154
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.9M -$3.15M 9 0.04% Reduced
155
Bank of Montreal
Bank of Montreal
Ontario, Canada
$32.7M -$16.2M 8 0.04% Reduced
156
RCM
Riverhead Capital Management
Delaware
$32.6M +$3.05M 3 0.49% Increased
157
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$31.9M -$1.41M 1 0.63% Reduced
158
TD Asset Management
TD Asset Management
Ontario, Canada
$31.9M +$6.66M 5 0.06% Increased
159
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$31.1M +$2.25M 4 0.39% Increased
160
Baird
Baird
Wisconsin
$31.1M -$1.29M 3 0.32% Reduced
161
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$30.5M +$17M 3 0.53% Increased
162
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$29.9M -$17M 1 0.17% Reduced
163
CIP
Champlain Investment Partners
Vermont
$29.8M +$7.24M 1 0.51% Increased
164
Millennium Management
Millennium Management
New York
$28.9M -$68.6M 7 0.05% Reduced
165
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$28.7M -$5.35M 2 0.31% Reduced
166
Credit Agricole
Credit Agricole
France
$28.6M +$6.51M 4 0.13% Increased
167
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$28.6M +$9.56M 5 0.15% Increased
168
Scout Investments
Scout Investments
Missouri
$28.5M -$37.7M 3 0.47% Reduced
169
AQR Capital Management
AQR Capital Management
Connecticut
$27.5M -$11.9M 6 0.06% Reduced
170
Canada Life
Canada Life
Manitoba, Canada
$27.2M +$131K 6 0.09% Increased
171
ICP
Indus Capital Partners
New York
$27.1M +$14.6M 1 5.35% Increased
172
HP
Hikari Power
Japan
$26.8M -$9.9M 1 3.8% Reduced
173
William Blair & Company
William Blair & Company
Illinois
$26.5M +$4.61M 4 0.04% Increased
174
Aviva
Aviva
United Kingdom
$25.2M +$2.96M 3 0.17% Increased
175
Russell Frank Company
Russell Frank Company
Washington
$24.9M -$2.68M 8 0.05% Reduced
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