← 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
Point72 Asset Management
Point72 Asset Management
Connecticut
$43.5M +$18.3M 3 0.22% Increased
177
Chevy Chase Trust
Chevy Chase Trust
Maryland
$43.4M -$4.37M 5 0.17% Reduced
178
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$43.2M -$57M 3 0.58% Reduced
179
AAM
Ardevora Asset Management
United Kingdom
$42.9M +$240K 1 0.79% Increased
180
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$42.8M +$18.1M 5 0.22% Increased
181
Nicholas Company
Nicholas Company
Wisconsin
$41.2M -$1.54M 3 0.87% Reduced
182
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$41M -$5.19M 4 0.1% Reduced
183
Westwood Holdings Group
Westwood Holdings Group
Texas
$40.8M +$1.39M 3 0.52% Increased
184
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$40.6M +$9.58M 10 0.6% Increased
185
Jennison Associates
Jennison Associates
New York
$40M -$6.32M 3 0.03% Reduced
186
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.8M -$1.12M 9 0.21% Reduced
187
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$38.7M +$1.18M 9 1.16% Increased
188
ACI
AMP Capital Investors
Australia
$38.6M +$538K 7 0.23% Increased
189
Polar Capital
Polar Capital
United Kingdom
$38.2M -$9.17M 2 0.28% Reduced
190
ECM
Engle Capital Management
Connecticut
$37.6M +$31.9M 1 5.93% New
191
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$36.4M -$5.78M 2 0.65% Reduced
192
TD Asset Management
TD Asset Management
Ontario, Canada
$35.7M +$14.3M 7 0.05% Increased
193
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.7M +$3.33M 2 1.58% Increased
194
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.3M +$6.57M 6 0.29% Increased
195
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$35.1M -$3.29M 1 1.32% Reduced
196
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$34.8M -$4.39M 4 0.8% Reduced
197
Truist Financial
Truist Financial
North Carolina
$34.5M -$4.44M 10 0.08% Reduced
198
MVP
Miller Value Partners
Florida
$33.8M -$58.2M 1 1.21% Reduced
199
EP
Edgestream Partners
New Jersey
$33.8M -$15.4M 4 2.18% Reduced
200
Storebrand Asset Management
Storebrand Asset Management
Norway
$33.8M +$622K 4 0.24% Increased