← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$49.2M -$2.66M 5 0.2% Reduced
152
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$48.7M +$15.1M 2 0.2% Increased
153
AAM
Ardevora Asset Management
United Kingdom
$47.8M +$40.7M 1 0.94% Increased
154
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$47.1M -$8.09M 4 0.12% Reduced
155
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$47.1M +$2.45M 7 0.13% Increased
156
TCW Group
TCW Group
California
$47M -$6.42M 1 0.55% Reduced
157
CCI
Columbus Circle Investors
$46.8M -$6.05M 1 1.88% Reduced
158
Glenmede Trust
Glenmede Trust
Pennsylvania
$45.8M -$13.4M 10 0.28% Reduced
159
Polar Capital
Polar Capital
United Kingdom
$45.6M +$43.5M 3 0.39% Increased
160
AAM
AMI Asset Management
California
$44.4M -$2.26M 2 2.37% Reduced
161
Nicholas Company
Nicholas Company
Wisconsin
$44M -$3.35M 3 1.01% Reduced
162
ACB
Aristotle Capital Boston
Massachusetts
$42.7M +$3.94M 1 1.3% Increased
163
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$42.7M +$428K 1 1.71% Increased
164
Rathbones Group
Rathbones Group
United Kingdom
$42.5M +$9.31M 2 0.86% Increased
165
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$41.8M +$30.8M 11 0.5% Increased
166
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$41.6M +$5.65M 3 0.07% Increased
167
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$41.3M -$7.58M 2 0.61% Reduced
168
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$40.9M $0 2 1.23% Maintained
169
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40.5M +$636K 8 0.12% Increased
170
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40M +$222K 9 0.23% Increased
171
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$39.9M +$27.7M 6 0.25% Increased
172
Driehaus Capital Management
Driehaus Capital Management
Illinois
$39.3M -$24.6M 3 0.96% Reduced
173
Todd Asset Management
Todd Asset Management
Kentucky
$39.2M +$37.5M 2 1.24% New
174
STRS Ohio
STRS Ohio
Ohio
$39M +$8.07M 8 0.17% Increased
175
TCP
ThornTree Capital Partners
Massachusetts
$38.9M -$14.2M 1 6.15% Reduced