← 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
Natixis Advisors
Natixis Advisors
Massachusetts
$48.7M +$1.98M 7 0.07% Increased
152
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$48.3M -$16.8M 4 0.21% Reduced
153
DP
Dundas Partners
United Kingdom
$47.9M +$6.26M 1 3.38% Increased
154
Danske Bank
Danske Bank
Denmark
$47.8M -$14.9M 6 0.12% Reduced
155
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47.7M -$9.52M 3 0.04% Reduced
156
DPCM
Doma Perpetual Capital Management
Florida
$47.2M +$9.23M 1 15.87% Increased
157
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$46.2M -$8.27M 4 0.62% Reduced
158
Stifel Financial
Stifel Financial
Missouri
$46.1M +$3.12M 6 0.04% Increased
159
River Road Asset Management
River Road Asset Management
Kentucky
$45.8M +$62.8K 1 0.51% Increased
160
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$45.5M -$17.7M 6 0.1% Reduced
161
Aware Super
Aware Super
Australia
$45.5M $0 2 0.63% Maintained
162
Allspring Global Investments
Allspring Global Investments
North Carolina
$45.3M -$13.9M 8 0.07% Reduced
163
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$44.8M +$7.19M 4 0.06% Increased
164
Verition Fund Management
Verition Fund Management
Connecticut
$44.4M -$31.8M 17 0.18% Reduced
165
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.2M +$1.56M 5 0.15% Increased
166
Achmea Investment Management
Achmea Investment Management
Netherlands
$43.3M -$27.1M 3 0.54% Reduced
167
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$43.3M -$21.3M 1 0.87% Reduced
168
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$41.2M -$6.69M 7 0.07% Reduced
169
LCM
Landscape Capital Management
New Jersey
$40.3M +$27.7M 6 2.56% Increased
170
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$39.5M -$13M 9 0.07% Reduced
171
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$39.3M +$3.8M 2 0.82% Increased
172
Artisan Partners
Artisan Partners
Wisconsin
$39M +$16.6M 1 0.06% Increased
173
HRT Financial
HRT Financial
New York
$38.6M +$23.7M 7 0.14% Increased
174
National Bank of Canada
National Bank of Canada
Quebec, Canada
$38.1M -$23.7M 12 0.04% Reduced
175
Primecap Management
Primecap Management
California
$37.9M -$4.64M 1 0.03% Reduced