← 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$48.8M -$6.02M 8 0.34% Reduced
152
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$48.5M -$534K 2 0.5% Reduced
153
Adage Capital Partners
Adage Capital Partners
Massachusetts
$48.4M +$882K 3 0.11% Increased
154
Eagle Asset Management
Eagle Asset Management
Florida
$48.2M -$12.9M 1 0.23% Reduced
155
KBC Group
KBC Group
Belgium
$48M +$27.7M 7 0.36% Increased
156
Artisan Partners
Artisan Partners
Wisconsin
$48M +$6.92M 1 0.09% Increased
157
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$48M +$14.9M 4 0.35% Increased
158
US Bancorp
US Bancorp
Minnesota
$47.4M +$217K 11 0.14% Increased
159
Evercore Wealth Management
Evercore Wealth Management
New York
$47.4M +$69.2K 1 1.52% Increased
160
SEI Investments
SEI Investments
Pennsylvania
$47.1M -$12.4M 9 0.17% Reduced
161
BIM
Bogle Investment Management
Massachusetts
$46.9M +$5.85M 3 3.37% Increased
162
AIG
American International Group
New York
$46.9M +$7.21M 11 0.16% Increased
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.3M +$2.96M 6 0.21% Increased
164
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$43.9M -$689K 3 0.33% Reduced
165
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$43.5M +$489K 5 0.37% Increased
166
Driehaus Capital Management
Driehaus Capital Management
Illinois
$42.9M -$544K 4 1.32% Reduced
167
Guggenheim Capital
Guggenheim Capital
Illinois
$42.5M +$1.75M 8 0.28% Increased
168
Canada Life
Canada Life
Manitoba, Canada
$42M -$4.99M 9 0.1% Reduced
169
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$41.7M +$110K 1 0.77% Increased
170
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$41.7M -$943K 8 0.12% Reduced
171
HSBC Holdings
HSBC Holdings
United Kingdom
$41.7M -$6.47M 9 0.07% Reduced
172
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$41.6M -$12M 1 0.3% Reduced
173
USAA
United Services Automobile Association
Texas
$40.4M -$705K 8 0.1% Reduced
174
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.3M +$2.4M 8 0.38% Increased
175
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$39.5M +$2.5M 2 0.33% Increased