← 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
TCW Group
TCW Group
California
$51.8M +$210K 1 0.57% Increased
152
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$51.2M +$45.9M 8 0.14% New
153
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$50.3M -$17.8M 5 0.12% Reduced
154
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$50.1M -$2.96M 3 0.96% Reduced
155
Nicholas Company
Nicholas Company
Wisconsin
$49.4M +$1.23M 3 1.04% Increased
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$49.1M +$161K 7 0.19% Increased
157
Westwood Holdings Group
Westwood Holdings Group
Texas
$47.6M -$125K 3 0.51% Reduced
158
RHJA
Rice Hall James & Associates
California
$47.2M +$8.14M 2 1.6% Increased
159
Welch & Forbes
Welch & Forbes
Massachusetts
$46.4M -$327K 1 1.03% Reduced
160
Wedge Capital Management
Wedge Capital Management
North Carolina
$45.6M -$738K 1 0.51% Reduced
161
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$45.6M -$7.21M 13 0.83% Reduced
162
ACB
Aristotle Capital Boston
Massachusetts
$45.3M +$853K 1 1.25% Increased
163
Rathbones Group
Rathbones Group
United Kingdom
$43.6M +$107K 2 1.15% Increased
164
KBC Group
KBC Group
Belgium
$43.5M +$4.75M 7 0.28% Increased
165
Federated Hermes
Federated Hermes
Pennsylvania
$42.1M -$7.16M 12 0.09% Reduced
166
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$41.2M +$4.21M 5 0.05% Increased
167
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$40.8M +$15.2M 2 0.2% Increased
168
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40.7M +$12M 5 0.28% Increased
169
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$40.5M +$1.31M 8 0.13% Increased
170
PFC
Poplar Forest Capital
California
$40.3M -$31.8M 1 3.54% Reduced
171
AIM
Assured Investment Management
New York
$40M +$36.2M 1 40.31% New
172
ProShare Advisors
ProShare Advisors
Maryland
$40M +$6.6M 9 0.19% Increased
173
CCM
Candlestick Capital Management
Connecticut
$38.9M +$35.4M 2 2.04% New
174
Royce & Associates
Royce & Associates
New York
$38.3M +$3.01M 4 0.34% Increased
175
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.1M +$4.17M 8 0.11% Increased