← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$50.1M -$963K 5 0.18% Reduced
177
Bridgewater Associates
Bridgewater Associates
Connecticut
$50M +$23.8M 4 0.43% Increased
178
Natixis
Natixis
France
$49.5M +$27.7M 6 0.18% Increased
179
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$49.4M -$15.1M 8 0.06% Reduced
180
Westwood Holdings Group
Westwood Holdings Group
Texas
$49.4M +$978K 4 0.57% Increased
181
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$49.3M -$2.96M 5 0.23% Reduced
182
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$49.3M -$1.5M 5 0.43% Reduced
183
ACB
Aristotle Capital Boston
Massachusetts
$48.3M +$675K 1 1.14% Increased
184
Squarepoint
Squarepoint
New York
$48.1M -$8.53M 10 0.36% Reduced
185
Andra AP-fonden
Andra AP-fonden
Sweden
$47.6M +$10.3M 4 1.05% Increased
186
BCA
Bernzott Capital Advisors
California
$47.1M -$8.24M 1 4.23% Reduced
187
AAM
Ardevora Asset Management
United Kingdom
$46.9M -$5.94M 1 0.72% Reduced
188
ECM
Engle Capital Management
Connecticut
$46.3M $0 1 6.66% Maintained
189
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$46.3M +$6.57M 12 0.3% Increased
190
Railway Pension Investments
Railway Pension Investments
United Kingdom
$45.5M +$8.61M 2 0.44% Increased
191
TCW Group
TCW Group
California
$45.4M +$153K 1 0.4% Increased
192
ACI
AMP Capital Investors
Australia
$45.2M -$371K 8 0.24% Reduced
193
Artisan Partners
Artisan Partners
Wisconsin
$44.6M -$16.1M 1 0.05% Reduced
194
Lazard Asset Management
Lazard Asset Management
New York
$44M +$3.13M 10 0.06% Increased
195
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$43.4M +$2.67M 2 0.36% Increased
196
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$42.6M -$897K 1 1.4% Reduced
197
NSCM
New South Capital Management
Tennessee
$42.1M +$20M 1 1.4% Increased
198
Asset Management One
Asset Management One
Japan
$41.9M +$3.57M 4 0.17% Increased
199
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$41.5M -$6.93M 14 0.57% Reduced
200
Storebrand Asset Management
Storebrand Asset Management
Norway
$41M -$352K 4 0.24% Reduced
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