← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$61.8M -$1.05M 7 0.14% Reduced
152
Gabelli Funds
Gabelli Funds
New York
$61.3M +$5.29M 5 0.4% Increased
153
Frontier Capital Management
Frontier Capital Management
Massachusetts
$60.8M +$6.64M 2 0.55% Increased
154
Two Sigma Advisers
Two Sigma Advisers
New York
$59.5M -$8.36M 9 0.16% Reduced
155
AAM
Ardevora Asset Management
United Kingdom
$59.4M -$12M 1 0.77% Reduced
156
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$58.8M +$3.63M 10 0.57% Increased
157
Snyder Capital Management
Snyder Capital Management
California
$57.7M -$1.34M 1 1.47% Reduced
158
PE
Platinum Equity
California
$57.6M +$54.5M 1 34.43% New
159
AIC
AWM Investment Company
New York
$55.9M -$784K 2 7.2% Reduced
160
RHJA
Rice Hall James & Associates
California
$55.7M -$634K 1 2.22% Reduced
161
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$55.3M +$7.64M 1 2% Increased
162
Todd Asset Management
Todd Asset Management
Kentucky
$55.1M +$3.45M 1 1.21% Increased
163
Lazard Asset Management
Lazard Asset Management
New York
$55.1M -$4.64M 10 0.06% Reduced
164
Cambiar Investors
Cambiar Investors
Colorado
$54.8M +$7.1M 2 2.06% Increased
165
PVI
Pura Vida Investments
New York
$54.8M -$2.19M 2 1.78% Reduced
166
Stifel Financial
Stifel Financial
Missouri
$53.8M +$9.34M 11 0.07% Increased
167
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$53.7M +$58.4M 1 0.2% New
168
UMB Bank
UMB Bank
Missouri
$53.4M -$913K 9 0.71% Reduced
169
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$53M -$626K 10 0.17% Reduced
170
CCM
Candlestick Capital Management
Connecticut
$52.7M -$3.23M 2 1.34% Reduced
171
Natixis Advisors
Natixis Advisors
Massachusetts
$52.6M +$5.08M 7 0.2% Increased
172
TimesSquare Capital Management
TimesSquare Capital Management
New York
$51.8M -$12.8M 1 0.58% Reduced
173
T
TOBAM
France
$50.2M +$2.95M 3 2.52% Increased
174
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.1M -$8.85M 4 0.34% Reduced
175
Achmea Investment Management
Achmea Investment Management
Netherlands
$49.8M +$42.6M 3 1.3% Increased