← 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
RHJA
Rice Hall James & Associates
California
$68.9M +$2.6M 2 2.45% Increased
152
ITP
Iron Triangle Partners
Connecticut
$68.3M +$64.8M 2 9.52% New
153
ACM
Anomaly Capital Management
New York
$67.9M +$61.8M 1 3.99% New
154
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$67.1M -$57.1M 7 0.14% Reduced
155
AIC
AWM Investment Company
New York
$66.6M +$3.74M 2 6.68% Increased
156
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$65.6M -$2.47M 1 4.03% Reduced
157
Jennison Associates
Jennison Associates
New York
$63.5M +$15.7M 2 0.04% Increased
158
Korea Investment Corp
Korea Investment Corp
South Korea
$62.5M -$7.75M 3 0.16% Reduced
159
Armistice Capital
Armistice Capital
New York
$62.4M -$26.9M 3 1.02% Reduced
160
Glenmede Trust
Glenmede Trust
Pennsylvania
$61.7M -$701K 6 0.29% Reduced
161
Lazard Asset Management
Lazard Asset Management
New York
$61M -$20.3M 11 0.07% Reduced
162
Canada Life
Canada Life
Manitoba, Canada
$60.8M -$13.3M 12 0.13% Reduced
163
Glenview Capital Management
Glenview Capital Management
New York
$60.6M +$6.86M 1 1.29% Increased
164
CCM
Candlestick Capital Management
Connecticut
$59.7M -$20.1M 2 0.88% Reduced
165
Raymond James & Associates
Raymond James & Associates
Florida
$59.7M +$9.95M 12 0.05% Increased
166
TimesSquare Capital Management
TimesSquare Capital Management
New York
$59.3M -$18.2M 1 0.53% Reduced
167
STRS Ohio
STRS Ohio
Ohio
$59M +$5.79M 11 0.2% Increased
168
Gabelli Funds
Gabelli Funds
New York
$57.9M -$4.95M 5 0.37% Reduced
169
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$56.3M -$6.5M 9 0.5% Reduced
170
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$56.2M -$103K 9 0.16% Reduced
171
Los Angeles Capital Management
Los Angeles Capital Management
California
$56.1M +$7.72M 9 0.21% Increased
172
UMB Bank
UMB Bank
Missouri
$56M +$52.8M 9 0.71% New
173
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$55.2M -$1.64M 1 0.6% Reduced
174
Snyder Capital Management
Snyder Capital Management
California
$55.1M +$155K 1 1.33% Increased
175
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54.9M -$7.1M 12 0.08% Reduced
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