← 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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$50.6M -$4.22M 1 0.89% Reduced
152
Rockefeller Capital Management
Rockefeller Capital Management
New York
$49.9M +$204K 7 0.47% Increased
153
T
TOBAM
France
$49.8M +$12.1M 3 2.49% Increased
154
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$49.6M -$2.42M 8 0.2% Reduced
155
Holocene Advisors
Holocene Advisors
New York
$49.4M +$44.6M 4 0.38% Increased
156
VOYA Investment Management
VOYA Investment Management
Georgia
$49M -$2.41M 11 0.11% Reduced
157
Two Sigma Investments
Two Sigma Investments
New York
$48.8M -$17.6M 8 0.17% Reduced
158
STRS Ohio
STRS Ohio
Ohio
$48.3M +$6.67M 8 0.2% Increased
159
Artemis Investment Management
Artemis Investment Management
United Kingdom
$48M -$9.38M 1 0.6% Reduced
160
Sessa Capital
Sessa Capital
New York
$48M $0 1 3.92% Maintained
161
Artisan Partners
Artisan Partners
Wisconsin
$48M +$1.63M 2 0.07% Increased
162
Silvercrest Asset Management
Silvercrest Asset Management
New York
$47.6M +$28.8M 3 0.41% Increased
163
BCA
Bernzott Capital Advisors
California
$47.2M +$30.6M 1 4.48% Increased
164
Glenmede Trust
Glenmede Trust
Pennsylvania
$47.1M -$822K 10 0.28% Reduced
165
SCM
Stadium Capital Management
Connecticut
$46.3M +$1.62M 1 21.91% Increased
166
ACB
Aristotle Capital Boston
Massachusetts
$46.2M +$2M 1 1.34% Increased
167
Marshall Wace North America
Marshall Wace North America
New York
$45.3M +$16.7M 5 0.29% Increased
168
Aberdeen Group
Aberdeen Group
United Kingdom
$45M -$6.17M 5 0.12% Reduced
169
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44.7M +$1.22M 4 0.46% Increased
170
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$44.7M +$36.1M 3 0.47% New
171
TCW Group
TCW Group
California
$44.6M -$3.24M 1 0.49% Reduced
172
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$44.5M +$4.21M 7 0.2% Increased
173
EC
Engaged Capital
California
$44M -$147M 1 4.55% Reduced
174
Marshall Wace
Marshall Wace
United Kingdom
$43.8M +$27.9M 7 0.28% Increased
175
Rathbones Group
Rathbones Group
United Kingdom
$43.5M $0 2 0.74% Maintained
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