← 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$46.6M -$24M 5 0.11% Reduced
152
Jefferies Financial Group
Jefferies Financial Group
New York
$46.2M -$54.8M 8 0.32% Reduced
153
DP
Dundas Partners
United Kingdom
$45.6M -$484K 1 3.63% Reduced
154
Wedge Capital Management
Wedge Capital Management
North Carolina
$43.9M -$4.88M 3 0.81% Reduced
155
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$43.3M -$2.03M 2 0.13% Reduced
156
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.5M -$27.4M 3 0.12% Reduced
157
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$41.9M +$44.6M 3 0.22% New
158
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$41.9M -$5.36M 2 0.6% Reduced
159
Acadian Asset Management
Acadian Asset Management
Massachusetts
$41.7M +$20.8M 7 0.06% Increased
160
Janus Henderson Group
Janus Henderson Group
$41.7M -$97.7M 13 0.02% Reduced
161
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$41.4M +$8.4M 5 0.11% Increased
162
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.9M -$47.1M 10 0.05% Reduced
163
Bellevue Group
Bellevue Group
Switzerland
$40.9M -$537K 2 0.97% Reduced
164
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$40.7M +$15.2M 12 0.08% Increased
165
Artisan Partners
Artisan Partners
Wisconsin
$40.3M -$362K 1 0.06% Reduced
166
LPL Financial
LPL Financial
California
$39.7M +$3.4M 12 0.01% Increased
167
Corient Private Wealth
Corient Private Wealth
Florida
$39.7M +$10.1M 10 0.06% Increased
168
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$39.6M +$43.9M 2 0.25% Increased
169
Engineers Gate Manager
Engineers Gate Manager
New York
$39.5M +$29.6M 10 0.49% Increased
170
F1I
Fund 1 Investments
Puerto Rico
$39.3M +$24.2M 4 4.51% Increased
171
Wasatch Advisors
Wasatch Advisors
Utah
$39.2M -$80.8M 2 0.26% Reduced
172
William Blair & Company
William Blair & Company
Illinois
$39.1M -$6.93M 4 0.11% Reduced
173
Pictet Asset Management
Pictet Asset Management
Switzerland
$38.6M -$6.37M 10 0.04% Reduced
174
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$37.4M -$12.4M 12 0.09% Reduced
175
Cerity Partners
Cerity Partners
New York
$37.3M +$24.2M 14 0.05% Increased