← 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
$73.1M -$419K 1 1% Reduced
152
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$72.6M +$14.2M 6 0.44% Increased
153
Two Sigma Investments
Two Sigma Investments
New York
$72.2M -$331K 10 0.16% Reduced
154
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$71.9M -$6.27M 8 0.44% Reduced
155
Panagora Asset Management
Panagora Asset Management
Massachusetts
$71.6M +$23.2M 10 0.38% Increased
156
Korea Investment Corp
Korea Investment Corp
South Korea
$71.5M -$7.2M 4 0.2% Reduced
157
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.3M +$1.42M 10 0.25% Increased
158
Gabelli Funds
Gabelli Funds
New York
$69.3M -$7.75M 5 0.44% Reduced
159
Glenview Capital Management
Glenview Capital Management
New York
$69M +$17.4M 1 1.14% Increased
160
SCM
Stadium Capital Management
Connecticut
$68M -$9.8M 1 32.83% Reduced
161
Balyasny Asset Management
Balyasny Asset Management
Illinois
$67.8M -$3.99M 4 0.32% Reduced
162
Martingale Asset Management
Martingale Asset Management
Massachusetts
$66.5M -$3.3M 5 0.76% Reduced
163
Cambiar Investors
Cambiar Investors
Colorado
$65.3M -$7.59M 2 2.1% Reduced
164
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$64.5M +$2.22M 12 0.21% Increased
165
Wedge Capital Management
Wedge Capital Management
North Carolina
$64.2M -$1.85M 3 0.79% Reduced
166
Epoch Investment Partners
Epoch Investment Partners
New York
$63.7M +$1.18M 4 0.34% Increased
167
Rathbones Group
Rathbones Group
United Kingdom
$63.2M $0 2 0.7% Maintained
168
Lazard Asset Management
Lazard Asset Management
New York
$62.1M +$9.01M 10 0.07% Increased
169
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$61.3M $0 2 2.01% Maintained
170
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$61.3M -$1.18M 14 0.01% Reduced
171
Los Angeles Capital Management
Los Angeles Capital Management
California
$59.5M -$114M 11 0.26% Reduced
172
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$59.3M -$2.32M 3 0.4% Reduced
173
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$58.1M -$18M 11 0.12% Reduced
174
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$57.8M +$1.23M 13 0.36% Increased
175
T
TOBAM
France
$57.4M +$785K 2 2.3% Increased