← 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
ACI
AMP Capital Investors
Australia
$38.9M +$7.01M 6 0.25% Increased
177
Westwood Holdings Group
Westwood Holdings Group
Texas
$38.7M +$435K 3 0.51% Increased
178
Truist Financial
Truist Financial
North Carolina
$38.7M +$1.28M 10 0.09% Increased
179
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$37.9M +$390K 7 0.19% Increased
180
SCA
Southpoint Capital Advisors
New York
$37.7M +$31.9M 1 0.92% New
181
Squarepoint
Squarepoint
New York
$37.7M +$6.15M 8 0.61% Increased
182
T
TOBAM
France
$37.4M +$34.4M 2 2.41% Increased
183
Artisan Partners
Artisan Partners
Wisconsin
$37.2M +$10.2M 2 0.06% Increased
184
EC
Eminence Capital
New York
$36.8M +$3.87M 1 0.36% Increased
185
Wedge Capital Management
Wedge Capital Management
North Carolina
$35.5M +$673K 3 0.49% Increased
186
Asset Management One
Asset Management One
Japan
$35.4M -$666K 4 0.17% Reduced
187
MC
Martin Currie
United Kingdom
$35.4M -$917K 1 2.18% Reduced
188
PFC
Poplar Forest Capital
California
$35.4M -$9.83M 1 4.06% Reduced
189
Panagora Asset Management
Panagora Asset Management
Massachusetts
$35.3M +$14.3M 11 0.23% Increased
190
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.2M -$152K 11 0.05% Reduced
191
Jennison Associates
Jennison Associates
New York
$35M -$45.9M 2 0.03% Reduced
192
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$34.5M -$431K 9 1.07% Reduced
193
KXA
KPCB XII Associates
California
$34.5M $0 1 96.96% Maintained
194
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$33.8M -$19.5M 6 0.16% Reduced
195
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$33.7M +$566K 4 0.36% Increased
196
Deerfield Management
Deerfield Management
New York
$33.6M -$253M 2 0.98% Reduced
197
Emerald Advisers
Emerald Advisers
Pennsylvania
$33.3M -$224K 2 1.45% Reduced
198
Storebrand Asset Management
Storebrand Asset Management
Norway
$33.3M +$1.97M 4 0.27% Increased
199
AIG
American International Group
New York
$33.1M +$1.45M 13 0.16% Increased
200
Winton Group
Winton Group
United Kingdom
$33M +$404K 7 0.85% Increased
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