← 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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.2M -$16.4M 8 0.2% Reduced
177
PVI
Pura Vida Investments
New York
$52.5M +$5.7M 2 1.9% Increased
178
Squarepoint
Squarepoint
New York
$52.2M +$20.1M 10 0.14% Increased
179
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52M -$8.04M 10 0.17% Reduced
180
Todd Asset Management
Todd Asset Management
Kentucky
$52M -$9.17M 1 1.12% Reduced
181
CRM
Cramer Rosenthal McGlynn
Connecticut
$51.6M +$35.2M 2 1.66% Increased
182
Frontier Capital Management
Frontier Capital Management
Massachusetts
$51.4M -$38.8M 2 0.41% Reduced
183
Epoch Investment Partners
Epoch Investment Partners
New York
$50.8M -$4.19M 2 0.26% Reduced
184
Natixis Advisors
Natixis Advisors
Massachusetts
$50.2M +$1.31M 5 0.19% Increased
185
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$49.2M -$2.47M 7 0.06% Reduced
186
Martingale Asset Management
Martingale Asset Management
Massachusetts
$48.9M -$4.6M 5 0.63% Reduced
187
T
TOBAM
France
$48M -$6.07M 3 2.16% Reduced
188
SHI
SV Health Investors
Massachusetts
$47.5M $0 1 30.69% Maintained
189
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$47.3M -$5.98M 3 0.28% Reduced
190
Stifel Financial
Stifel Financial
Missouri
$47.2M +$3.14M 10 0.06% Increased
191
Level Four Advisory Services
Level Four Advisory Services
Texas
$47M +$897K 3 3.58% Increased
192
Cambiar Investors
Cambiar Investors
Colorado
$46.7M -$3.63M 2 1.6% Reduced
193
SCM
Stadium Capital Management
Connecticut
$46.2M $0 1 17.36% Maintained
194
TD Asset Management
TD Asset Management
Ontario, Canada
$44.4M -$2.38M 7 0.04% Reduced
195
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$44.4M -$1.17M 1 1.15% Reduced
196
Storebrand Asset Management
Storebrand Asset Management
Norway
$44.4M -$767K 4 0.2% Reduced
197
BCA
Bernzott Capital Advisors
California
$43.9M -$7.57K 1 3.8% Reduced
198
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$43.7M -$120M 6 0.09% Reduced
199
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$43.3M +$7.59M 9 0.11% Increased
200
Chevy Chase Trust
Chevy Chase Trust
Maryland
$43.2M -$1.05M 5 0.14% Reduced
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