← 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
Nuveen
Nuveen
North Carolina
$44.8M +$4.73M 5 0.28% Increased
152
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$43.3M +$6.71M 3 0.37% Increased
153
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$42.6M -$1.31M 5 0.38% Reduced
154
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$42.6M +$17.1M 4 0.1% Increased
155
Artisan Partners
Artisan Partners
Wisconsin
$42.5M -$16.3M 1 0.09% Reduced
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$41.5M -$177K 5 0.2% Reduced
157
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$41.4M -$952K 6 0.12% Reduced
158
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.2M -$375K 5 0.35% Reduced
159
AIG
American International Group
New York
$40.9M +$1.1M 11 0.14% Increased
160
Guggenheim Capital
Guggenheim Capital
Illinois
$40.7M -$164M 8 0.27% Reduced
161
BIM
Bogle Investment Management
Massachusetts
$39.4M +$11.7M 3 2.84% Increased
162
BGI
BlueDrive Global Investors
United Kingdom
$38.8M -$19.4M 1 14.08% Reduced
163
ZDA
Zweig-DiMenna Associates
New York
$38.5M +$19.9M 1 2.37% Increased
164
Royce & Associates
Royce & Associates
New York
$38.1M -$5.84M 3 0.26% Reduced
165
Raymond James & Associates
Raymond James & Associates
Florida
$37.6M +$4.96M 9 0.06% Increased
166
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$37.6M +$350K 1 0.75% Increased
167
Driehaus Capital Management
Driehaus Capital Management
Illinois
$37.3M +$15.8M 4 1.26% Increased
168
Squarepoint
Squarepoint
New York
$36.8M -$9.51M 5 0.49% Reduced
169
Arizona State Retirement System
Arizona State Retirement System
Arizona
$36.3M -$1.02M 7 0.37% Reduced
170
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$36.1M +$5.51M 2 0.27% Increased
171
Nicholas Company
Nicholas Company
Wisconsin
$35.9M -$6.38M 2 0.84% Reduced
172
DK
Darrell & King
Virginia
$35.9M -$714K 1 5.17% Reduced
173
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.8M +$11.8M 7 0.16% Increased
174
Martingale Asset Management
Martingale Asset Management
Massachusetts
$35.7M +$3.75M 3 0.44% Increased
175
BC
Bodenholm Capital
Sweden
$35.5M -$15M 1 14.05% Reduced