← 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
Douglas Lane & Associates
Douglas Lane & Associates
New York
$61.6M +$22M 1 0.95% Increased
152
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$61.2M -$90M 6 0.16% Reduced
153
Slate Path Capital
Slate Path Capital
New York
$59.8M +$47.6M 1 1.33% New
154
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$59.7M +$1.52M 8 0.11% Increased
155
DFO
Duquesne Family Office
New York
$58.3M -$124M 1 1.74% Reduced
156
William Blair & Company
William Blair & Company
Illinois
$57.7M -$800K 7 0.2% Reduced
157
Truist Financial
Truist Financial
North Carolina
$57.6M -$1.29M 11 0.09% Reduced
158
UMB Bank
UMB Bank
Missouri
$57.5M -$72.5K 8 0.84% Reduced
159
Stifel Financial
Stifel Financial
Missouri
$57.1M +$7.84M 9 0.07% Increased
160
Squarepoint
Squarepoint
New York
$56.6M -$35.1M 13 0.11% Reduced
161
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$56.4M +$31.3M 7 0.45% Increased
162
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$55.9M -$119M 7 0.07% Reduced
163
GGHC
Gilder Gagnon Howe & Co
New York
$53.7M -$33.5M 2 0.74% Reduced
164
Welch & Forbes
Welch & Forbes
Massachusetts
$53.4M -$1.05M 1 0.81% Reduced
165
2
2Xideas
Switzerland
$53.2M +$1.27M 1 5.7% Increased
166
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$53.1M -$8.64M 4 0.15% Reduced
167
DPCM
Doma Perpetual Capital Management
Florida
$53.1M +$46.8M 1 52.32% New
168
Cullen Capital Management
Cullen Capital Management
New York
$52.5M -$3.19M 1 0.78% Reduced
169
MC
Martin Currie
United Kingdom
$52M -$4.05M 1 1.71% Reduced
170
LPL Financial
LPL Financial
California
$51.8M +$1.33M 12 0.03% Increased
171
Raymond James & Associates
Raymond James & Associates
Florida
$51M -$11.8M 11 0.04% Reduced
172
Level Four Advisory Services
Level Four Advisory Services
Texas
$50.7M +$657K 3 2.84% Increased
173
Yacktman Asset Management
Yacktman Asset Management
Texas
$50.6M +$333K 1 0.47% Increased
174
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$50M +$42.8M 9 0.89% New
175
Bellevue Group
Bellevue Group
Switzerland
$49.8M +$17.1M 4 0.76% Increased