← 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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$56.5M -$12.4M 15 0.3% Reduced
152
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$56.2M -$1.63M 1 0.25% Reduced
153
Snyder Capital Management
Snyder Capital Management
California
$56M +$189K 1 1.52% Increased
154
Brown Advisory
Brown Advisory
Maryland
$55.9M -$4.96M 3 0.11% Reduced
155
PE
Platinum Equity
California
$55.7M $0 1 39.56% Maintained
156
Canada Life
Canada Life
Manitoba, Canada
$55.2M +$2.87M 11 0.15% Increased
157
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$54.8M +$1.74M 6 0.14% Increased
158
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$54.5M +$25.2M 10 0.53% Increased
159
Frontier Capital Management
Frontier Capital Management
Massachusetts
$54M +$8.63M 2 0.62% Increased
160
Two Sigma Investments
Two Sigma Investments
New York
$53.2M -$16.5M 5 0.18% Reduced
161
BGI
BlueDrive Global Investors
United Kingdom
$52.9M -$11.4M 2 37.42% Reduced
162
STRS Ohio
STRS Ohio
Ohio
$52.1M -$29.7M 13 0.23% Reduced
163
Westfield Capital Management
Westfield Capital Management
Massachusetts
$50M +$16.1M 1 0.39% Increased
164
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$49.5M +$1.98M 10 0.19% Increased
165
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$49.3M +$7.71M 1 0.73% Increased
166
Natixis Advisors
Natixis Advisors
Massachusetts
$49.2M +$2.33M 10 0.22% Increased
167
Level Four Advisory Services
Level Four Advisory Services
Texas
$48.3M -$376K 3 4.55% Reduced
168
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$46.1M +$1.65M 2 1.07% Increased
169
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$45.7M -$25.3M 4 0.07% Reduced
170
Gabelli Funds
Gabelli Funds
New York
$44.8M -$15.3M 5 0.34% Reduced
171
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$44M +$38.7M 5 0.16% Increased
172
Truist Financial
Truist Financial
North Carolina
$43.5M +$782K 9 0.08% Increased
173
Swedbank
Swedbank
Sweden
$42.5M +$329K 6 0.1% Increased
174
Achmea Investment Management
Achmea Investment Management
Netherlands
$42.4M -$858K 4 1.37% Reduced
175
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.2M +$31.7M 1 0.48% Increased