← 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
AAM
AMI Asset Management
California
$41.5M +$43.2M 1 2.06% New
152
Wasatch Advisors
Wasatch Advisors
Utah
$41.3M +$25.1M 1 0.4% Increased
153
Nicholas Company
Nicholas Company
Wisconsin
$41.1M +$6.66M 3 0.91% Increased
154
SC
Sasco Capital
Connecticut
$40.9M -$656K 1 3.88% Reduced
155
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$39.3M +$7.06M 3 0.31% Increased
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$38.7M -$152K 4 0.16% Reduced
157
CCI
Columbus Circle Investors
$38.5M +$21.6M 1 1.03% Increased
158
GL
Governors Lane
New York
$38.4M -$4.83M 2 3.01% Reduced
159
CIBC World Markets
CIBC World Markets
New York
$37.7M +$3.19M 6 0.29% Increased
160
Welch & Forbes
Welch & Forbes
Massachusetts
$36.9M -$182K 1 0.9% Reduced
161
National Pension Service
National Pension Service
South Korea
$36.7M +$1.43M 3 0.12% Increased
162
Royce & Associates
Royce & Associates
New York
$36.4M +$623K 4 0.33% Increased
163
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35M +$374K 4 0.22% Increased
164
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$34.7M +$1.18K 4 0.15% Increased
165
Driehaus Capital Management
Driehaus Capital Management
Illinois
$34.7M -$4.08M 1 1.09% Reduced
166
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$34.3M -$80.3M 7 0.8% Reduced
167
ACB
Aristotle Capital Boston
Massachusetts
$34.1M +$1.81M 1 1.07% Increased
168
UBS O'Connor
UBS O'Connor
Illinois
$33.6M +$6.14M 2 0.65% Increased
169
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$33.2M -$8.96M 7 0.12% Reduced
170
Martingale Asset Management
Martingale Asset Management
Massachusetts
$32.3M -$2.37M 4 0.34% Reduced
171
Rathbones Group
Rathbones Group
United Kingdom
$32.1M +$6.07M 1 1% Increased
172
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.5M +$595K 4 0.27% Increased
173
Hood River Capital Management
Hood River Capital Management
Florida
$31.5M +$5.63M 1 1.48% Increased
174
ProShare Advisors
ProShare Advisors
Maryland
$31.5M -$2.36M 7 0.19% Reduced
175
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$31.4M +$5.74M 4 0.36% Increased
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