← 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
Pzena Investment Management
Pzena Investment Management
New York
$33.1M -$1.71M 1 0.21% Reduced
152
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$32.7M -$2.25M 2 1.9% Reduced
153
RIG
Roosevelt Investment Group
New York
$32.6M +$30.7M 2 2.12% Increased
154
Federated Hermes
Federated Hermes
Pennsylvania
$32.4M -$15.8M 8 0.1% Reduced
155
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$31.6M +$490K 4 0.28% Increased
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$31M -$390K 5 0.19% Reduced
157
Russell Frank Company
Russell Frank Company
Washington
$30.9M -$850K 7 0.06% Reduced
158
Perkins Investment Management
Perkins Investment Management
Illinois
$30.6M -$5.54M 1 0.44% Reduced
159
ACM
American Capital Management
New York
$30.4M +$852K 1 3.16% Increased
160
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$30.2M +$32.2M 1 0.54% New
161
Two Sigma Investments
Two Sigma Investments
New York
$29.9M -$4.79M 6 0.15% Reduced
162
CC
Coastland Capital
California
$29.8M +$22.9M 1 0.88% Increased
163
TD Asset Management
TD Asset Management
Ontario, Canada
$29.4M +$1.02M 5 0.06% Increased
164
Barclays
Barclays
United Kingdom
$29.3M -$68.8M 10 0.04% Reduced
165
Highbridge Capital Management
Highbridge Capital Management
New York
$29.1M +$5.56M 3 0.45% Increased
166
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$28.6M +$5.13M 6 0.14% Increased
167
Capstone Investment Advisors
Capstone Investment Advisors
New York
$28.5M -$32.5M 1 0.66% Reduced
168
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$27.7M -$22.1M 4 0.11% Reduced
169
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$27.6M -$463K 8 0.2% Reduced
170
Meyer Handelman Company
Meyer Handelman Company
New York
$27.1M -$13K 2 1.38% Reduced
171
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$26.9M -$797K 1 0.59% Reduced
172
Canada Life
Canada Life
Manitoba, Canada
$26.6M +$832K 7 0.1% Increased
173
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$26.4M -$1.11M 9 0.03% Reduced
174
VDBMI
Van Den Berg Management I
Texas
$26.2M +$13.3M 1 3.37% Increased
175
AIM
Assured Investment Management
New York
$26M +$58K 3 0.48% Increased
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