← 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
176
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$26M -$21.6M 2 0.11% Reduced
177
Nomura Holdings
Nomura Holdings
Japan
$25.6M -$3.23M 4 0.09% Reduced
178
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$25.6M +$4.25M 8 0.2% Increased
179
Eaton Vance Management
Eaton Vance Management
Massachusetts
$25.4M +$4.82M 3 0.08% Increased
180
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$25.2M +$10.1M 10 0.06% Increased
181
FAM
Foundation Asset Management
New York
$25.2M +$11M 2 7.08% Increased
182
Wolverine Asset Management
Wolverine Asset Management
Illinois
$25M -$4.47M 3 0.59% Reduced
183
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$24.8M +$2.69M 5 0.22% Increased
184
Chevy Chase Trust
Chevy Chase Trust
Maryland
$24.5M +$983K 2 0.15% Increased
185
Martingale Asset Management
Martingale Asset Management
Massachusetts
$24.3M +$6.7M 5 0.59% Increased
186
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.3M -$27.7M 3 0.05% Reduced
187
PWAM
Park West Asset Management
California
$23.2M +$14.5M 2 2.11% Increased
188
SAM
Serengeti Asset Management
New York
$23.2M +$12.3M 1 4.01% Increased
189
CRM
Cramer Rosenthal McGlynn
Connecticut
$22.9M +$3.63M 1 0.31% Increased
190
Winton Group
Winton Group
United Kingdom
$22.9M -$14M 2 0.18% Reduced
191
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.6M +$2.15M 4 0.28% Increased
192
Vontobel Asset Management
Vontobel Asset Management
New York
$22.4M $0 1 0.19% Maintained
193
Edge Asset Management
Edge Asset Management
Washington
$22.3M +$643K 1 0.22% Increased
194
Aperio Group
Aperio Group
California
$22.2M +$1.22M 8 0.23% Increased
195
Citigroup
Citigroup
New York
$22M -$297M 10 0.02% Reduced
196
Capital International Investors
Capital International Investors
California
$21.8M $0 1 0.04% Maintained
197
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.7M -$8.19M 3 0.06% Reduced
198
Stifel Financial
Stifel Financial
Missouri
$21.3M +$9.97M 6 0.12% Increased
199
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$20.2M -$8.35M 2 0.38% Reduced
200
EC
Engaged Capital
California
$19.8M +$34.9K 1 11.36% Increased
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