← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$39.4M +$24.6M 5 0.28% Increased
152
Nuveen
Nuveen
North Carolina
$39.2M +$3.7M 5 0.26% Increased
153
Nicholas Company
Nicholas Company
Wisconsin
$38.6M -$320K 2 0.88% Reduced
154
Westwood Holdings Group
Westwood Holdings Group
Texas
$38.5M +$2.44M 1 0.31% Increased
155
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$38.5M -$4.92M 5 0.19% Reduced
156
DK
Darrell & King
Virginia
$37.7M +$37.7M 1 5.35% New
157
Wedge Capital Management
Wedge Capital Management
North Carolina
$36.4M +$36.9M 2 0.35% Increased
158
GC
GMT Capital
Georgia
$36M $0 1 0.86% Maintained
159
ICP
Indus Capital Partners
New York
$35.7M -$40.1M 2 4.05% Reduced
160
LSV Asset Management
LSV Asset Management
Illinois
$35.3M +$103K 3 0.06% Increased
161
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$35.2M -$26.8K 1 0.76% Reduced
162
AIG
American International Group
New York
$35.1M -$3.37M 10 0.12% Reduced
163
TI
Think Investments
California
$34.9M -$6.92M 1 7.62% Reduced
164
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.7M -$12.2M 3 0.33% Reduced
165
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.4M -$728K 7 0.35% Reduced
166
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34.2M +$3.89M 5 0.06% Increased
167
CC
Carlson Capital
Texas
$34M -$41.3M 2 0.51% Reduced
168
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$33M +$6.26M 6 0.16% Increased
169
Chevy Chase Trust
Chevy Chase Trust
Maryland
$32.5M -$1.36M 3 0.14% Reduced
170
National Pension Service
National Pension Service
South Korea
$32.3M -$1.07M 3 0.16% Reduced
171
Raymond James & Associates
Raymond James & Associates
Florida
$32.1M +$7.72M 9 0.06% Increased
172
Deerfield Management
Deerfield Management
New York
$32.1M +$4.51M 1 1.11% Increased
173
Martingale Asset Management
Martingale Asset Management
Massachusetts
$31.2M +$732K 4 0.4% Increased
174
Foresters Investment Management
Foresters Investment Management
New York
$30.9M +$11.2M 2 0.52% Increased
175
Ninety One (UK)
Ninety One (UK)
United Kingdom
$30.3M +$33.5M 1 0.16% Increased