← 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
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$37.6M -$3.6M 1 1.86% Reduced
152
Two Sigma Investments
Two Sigma Investments
New York
$37.3M +$26.9M 10 0.17% Increased
153
Pzena Investment Management
Pzena Investment Management
New York
$37M +$341K 1 0.21% Increased
154
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$35.9M -$845K 2 1.2% Reduced
155
AIM
Allen Investment Management
New York
$35.5M -$1.69M 2 3.37% Reduced
156
Jennison Associates
Jennison Associates
New York
$34.6M +$347K 1 0.03% Increased
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$34.2M -$403K 5 0.19% Reduced
158
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$33.7M +$5.47M 4 0.28% Increased
159
Russell Frank Company
Russell Frank Company
Washington
$33.2M +$6.91M 8 0.05% Increased
160
Nuveen
Nuveen
North Carolina
$33.1M +$13M 6 0.18% Increased
161
ACM
American Capital Management
New York
$32.8M +$779K 1 3.12% Increased
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$31.9M +$5.35M 4 0.18% Increased
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M +$2.93M 3 0.08% Increased
164
TD Asset Management
TD Asset Management
Ontario, Canada
$31.1M -$1.16M 5 0.06% Reduced
165
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$30.5M +$8.41M 7 0.21% Increased
166
CIP
Champlain Investment Partners
Vermont
$30.5M +$556K 1 0.48% Increased
167
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$30.4M -$812K 1 0.62% Reduced
168
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$30.3M -$5.53M 2 0.54% Reduced
169
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$30.3M -$12.4M 1 4.55% Reduced
170
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$30M -$2.09M 9 0.03% Reduced
171
Wolverine Asset Management
Wolverine Asset Management
Illinois
$29.3M +$10.8M 4 0.67% Increased
172
Meyer Handelman Company
Meyer Handelman Company
New York
$29.3M -$38.6K 2 1.34% Reduced
173
GA
Glenhill Advisors
New York
$29.2M +$5.56M 1 2.06% Increased
174
Marshall Wace
Marshall Wace
United Kingdom
$29.2M +$12.4M 1 0.38% Increased
175
Nomura Holdings
Nomura Holdings
Japan
$28.8M +$21.2M 6 0.08% Increased
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