← 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
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$69.1M -$961K 1 2.84% Reduced
152
CRM
Cramer Rosenthal McGlynn
Connecticut
$69M -$14.3M 2 3.11% Reduced
153
Welch & Forbes
Welch & Forbes
Massachusetts
$66.9M -$176K 1 1.13% Reduced
154
UMB Bank
UMB Bank
Missouri
$64.9M -$4.27M 10 1.04% Reduced
155
STRS Ohio
STRS Ohio
Ohio
$64.2M -$3.76M 14 0.28% Reduced
156
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$62.9M -$2.21M 3 0.02% Reduced
157
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$62.9M +$67.9M 1 0.41% New
158
IAM
Iridian Asset Management
Connecticut
$61.8M -$19.3M 2 5.07% Reduced
159
SSM
Sound Shore Management
Connecticut
$61.5M -$11.4M 1 2.31% Reduced
160
CI
CPMG Inc
Texas
$61.3M $0 1 12.37% Maintained
161
AG
Artal Group
Luxembourg
$61.1M $0 1 3.63% Maintained
162
2
2Xideas
Switzerland
$60.8M -$1.07M 1 5.85% Reduced
163
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$60.6M +$2.61M 6 0.15% Increased
164
Rockefeller Capital Management
Rockefeller Capital Management
New York
$60.3M +$47.8M 6 0.26% Increased
165
AQR Capital Management
AQR Capital Management
Connecticut
$60M -$2.06M 16 0.13% Reduced
166
PE
Platinum Equity
California
$59.7M -$5.34M 1 34.95% Reduced
167
Los Angeles Capital Management
Los Angeles Capital Management
California
$59.7M +$6.02M 7 0.26% Increased
168
Cullen Capital Management
Cullen Capital Management
New York
$59.5M +$17.4M 1 0.54% Increased
169
Canada Life
Canada Life
Manitoba, Canada
$59.5M +$1.63M 10 0.15% Increased
170
1832 Asset Management
1832 Asset Management
Ontario, Canada
$59.3M +$55.2M 4 0.09% Increased
171
AIC
AWM Investment Company
New York
$59.2M -$4.67M 3 8.01% Reduced
172
Level Four Advisory Services
Level Four Advisory Services
Texas
$58.5M -$36.5K 3 3.84% Reduced
173
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$57M +$28.2M 3 1.05% Increased
174
Farallon Capital Management
Farallon Capital Management
California
$56.8M $0 1 0.31% Maintained
175
Gabelli Funds
Gabelli Funds
New York
$56M +$8.29M 6 0.42% Increased
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