← 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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$57M +$19M 4 0.09% Increased
177
Emerald Advisers
Emerald Advisers
Pennsylvania
$56.9M -$3.05M 3 2.07% Reduced
178
GAMCO Investors
GAMCO Investors
Connecticut
$55.2M -$531K 4 0.47% Reduced
179
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$55.1M +$4.2M 8 0.16% Increased
180
Two Sigma Advisers
Two Sigma Advisers
New York
$54.6M -$6.6M 5 0.14% Reduced
181
Driehaus Capital Management
Driehaus Capital Management
Illinois
$54.2M -$55.7M 3 0.72% Reduced
182
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$53.5M -$11.5M 5 0.19% Reduced
183
Jane Street
Jane Street
New York
$52.6M +$11.8M 11 0.02% Increased
184
Jennison Associates
Jennison Associates
New York
$52.3M -$8.05M 3 0.03% Reduced
185
NIMI
Natixis Investment Managers International
France
$52.1M +$10.7M 1 3.16% Increased
186
Level Four Advisory Services
Level Four Advisory Services
Texas
$51.9M +$52.8M 2 3.59% New
187
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$51.8M -$17.7M 4 0.06% Reduced
188
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$51.8M -$4.96M 11 0.07% Reduced
189
VOYA Investment Management
VOYA Investment Management
Georgia
$51.2M -$7.08M 14 0.1% Reduced
190
Frontier Capital Management
Frontier Capital Management
Massachusetts
$50.5M +$13M 2 0.37% Increased
191
Voloridge Investment Management
Voloridge Investment Management
Florida
$50.3M +$11.3M 8 0.35% Increased
192
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$50.2M -$1.22M 8 0.05% Reduced
193
ACB
Aristotle Capital Boston
Massachusetts
$49.6M -$832K 1 1.13% Reduced
194
GIP
Granite Investment Partners
California
$49.3M +$206K 2 1.52% Increased
195
Harvard Management Company
Harvard Management Company
Massachusetts
$49.2M +$48.4M 1 2.83% New
196
ProShare Advisors
ProShare Advisors
Maryland
$49.1M -$900K 13 0.14% Reduced
197
Storebrand Asset Management
Storebrand Asset Management
Norway
$48.8M -$853K 4 0.24% Reduced
198
Andra AP-fonden
Andra AP-fonden
Sweden
$48.2M -$2.14M 4 0.98% Reduced
199
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.8M -$149M 1 0.12% Reduced
200
Chevy Chase Trust
Chevy Chase Trust
Maryland
$47.5M -$2.68M 5 0.16% Reduced