← 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
TPG GP A
TPG GP A
Texas
$65.9M -$9.16M 1 1.06% Reduced
152
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$64.6M +$39.4M 5 0.63% Increased
153
Bridgewater Associates
Bridgewater Associates
Connecticut
$64.4M +$9.01M 8 0.3% Increased
154
Bellevue Group
Bellevue Group
Switzerland
$64.3M -$8.89M 2 1.24% Reduced
155
CGC
Continental Grain Company
New York
$63.8M +$71.2M 1 21.82% New
156
CCM
Coliseum Capital Management
Connecticut
$62.6M +$15.2M 1 5.16% Increased
157
Truist Financial
Truist Financial
North Carolina
$62.3M -$14.8M 9 0.1% Reduced
158
Jane Street
Jane Street
New York
$62M -$19.4M 20 0.01% Reduced
159
William Blair & Company
William Blair & Company
Illinois
$60.2M -$9.66M 7 0.18% Reduced
160
Gabelli Funds
Gabelli Funds
New York
$60.1M +$626K 8 0.45% Increased
161
Reinhart Partners
Reinhart Partners
Wisconsin
$59.7M +$690K 1 2.3% Increased
162
Storebrand Asset Management
Storebrand Asset Management
Norway
$59.6M +$3.52M 6 0.18% Increased
163
Stifel Financial
Stifel Financial
Missouri
$59M -$10.1M 8 0.06% Reduced
164
Korea Investment Corp
Korea Investment Corp
South Korea
$58.9M +$14M 4 0.14% Increased
165
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$58.8M -$10.8M 7 0.21% Reduced
166
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$58.7M +$1.97M 4 0.81% Increased
167
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$58.4M +$11.4M 5 0.26% Increased
168
National Pension Service
National Pension Service
South Korea
$56.6M -$28.4M 3 0.05% Reduced
169
BCM
Brown Capital Management
Maryland
$56.5M -$8.87M 1 1.31% Reduced
170
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$56M -$4.59M 2 0.07% Reduced
171
Artemis Investment Management
Artemis Investment Management
United Kingdom
$56M -$420K 1 0.8% Reduced
172
Danske Bank
Danske Bank
Denmark
$55.8M -$11.8M 7 0.17% Reduced
173
TD Asset Management
TD Asset Management
Ontario, Canada
$55.7M +$20.7M 6 0.05% Increased
174
STRS Ohio
STRS Ohio
Ohio
$55.7M -$209K 8 0.22% Reduced
175
Epoch Investment Partners
Epoch Investment Partners
New York
$55.1M +$57.8M 1 0.27% New