← 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
Granahan Investment Management
Granahan Investment Management
Massachusetts
$35.5M +$23.8M 1 2.14% Increased
177
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.1M -$9.46M 5 0.18% Reduced
178
Westwood Holdings Group
Westwood Holdings Group
Texas
$34.8M -$646K 1 0.29% Reduced
179
DP
DSAM Partners
United Kingdom
$34.5M +$282K 1 6.95% Increased
180
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$34.4M +$7.15M 4 0.01% Increased
181
Great Lakes Advisors
Great Lakes Advisors
Illinois
$34M +$8.47M 3 0.8% Increased
182
William Blair & Company
William Blair & Company
Illinois
$33.9M +$7.27M 3 0.23% Increased
183
TI
Think Investments
California
$33.7M -$4.61M 1 10.28% Reduced
184
Harris Associates
Harris Associates
Illinois
$33.4M -$67.6M 1 0.05% Reduced
185
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$33.1M +$6.82M 4 0.24% Increased
186
National Pension Service
National Pension Service
South Korea
$32.7M -$9.28K 3 0.15% Reduced
187
PP
PDT Partners
New York
$32.5M -$10.2M 1 1.23% Reduced
188
SG Americas Securities
SG Americas Securities
New York
$32.5M +$13.8M 11 0.29% Increased
189
Chevy Chase Trust
Chevy Chase Trust
Maryland
$32.4M -$731K 3 0.14% Reduced
190
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.3M +$15.8M 4 0.18% Increased
191
UBS O'Connor
UBS O'Connor
Illinois
$32.2M -$26.3M 1 0.65% Reduced
192
Marshall Wace
Marshall Wace
United Kingdom
$31.6M +$30.2M 2 0.47% Increased
193
HBK Investments
HBK Investments
Texas
$31.5M +$2.1M 5 0.21% Increased
194
GC
GMT Capital
Georgia
$31.4M -$6.25M 1 0.75% Reduced
195
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$31.4M -$457K 1 0.56% Reduced
196
ProShare Advisors
ProShare Advisors
Maryland
$31.3M +$1.08M 9 0.21% Increased
197
Alyeska Investment Group
Alyeska Investment Group
Illinois
$30.9M +$31.9M 2 0.28% New
198
Wedge Capital Management
Wedge Capital Management
North Carolina
$30.9M -$7.11M 1 0.3% Reduced
199
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30.3M +$15.9M 4 0.48% Increased
200
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$30.3M +$18.4M 3 0.2% Increased