← 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
BGI
BlueDrive Global Investors
United Kingdom
$64.6M +$59.7M 1 13.96% New
152
Rockefeller Capital Management
Rockefeller Capital Management
New York
$64.4M +$2.27M 10 0.49% Increased
153
Welch & Forbes
Welch & Forbes
Massachusetts
$64.4M -$651K 1 1.26% Reduced
154
Marshall Wace North America
Marshall Wace North America
New York
$64.3M +$6.89M 8 0.29% Increased
155
MVP
Miller Value Partners
Florida
$63.8M +$34.2M 1 1.94% Increased
156
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$63.3M +$52.2M 2 0.38% New
157
Raymond James & Associates
Raymond James & Associates
Florida
$63M +$342K 10 0.07% Increased
158
Martingale Asset Management
Martingale Asset Management
Massachusetts
$62.6M +$36.4M 6 0.71% Increased
159
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$62.3M -$363K 1 0.93% Reduced
160
Rathbones Group
Rathbones Group
United Kingdom
$62.1M +$9.43M 2 0.88% Increased
161
Sessa Capital
Sessa Capital
New York
$62.1M $0 1 3.97% Maintained
162
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$61.1M +$789K 4 0.43% Increased
163
Jennison Associates
Jennison Associates
New York
$60.1M +$4.01M 4 0.04% Increased
164
VOYA Investment Management
VOYA Investment Management
Georgia
$59.6M +$987K 13 0.12% Increased
165
Point72 Asset Management
Point72 Asset Management
Connecticut
$58.5M +$9.76M 4 0.29% Increased
166
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$58M -$6.63M 11 0.11% Reduced
167
Frontier Capital Management
Frontier Capital Management
Massachusetts
$57.7M -$24.3M 2 0.43% Reduced
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$57.5M -$860K 9 0.2% Reduced
169
T
TOBAM
France
$57.1M +$6.47M 3 2.54% Increased
170
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$56.1M -$46.1M 8 0.24% Reduced
171
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$55.6M -$24.4M 2 0.66% Reduced
172
CCI
Columbus Circle Investors
$53.1M -$23.6M 1 2.33% Reduced
173
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$51.8M +$4.35M 4 0.1% Increased
174
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.3M +$3.73M 9 0.23% Increased
175
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$50.1M +$21.9M 7 0.08% Increased