← 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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$49.5M +$44.1M 1 0.32% New
177
River Road Asset Management
River Road Asset Management
Kentucky
$48.6M -$99.9M 1 0.54% Reduced
178
SM
Senvest Management
New York
$48.5M +$1.83M 1 1.39% Increased
179
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$48.3M +$48.2M 1 0.6% New
180
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.6M -$2.77M 10 0.17% Reduced
181
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$47M +$17.4M 19 0.4% Increased
182
Storebrand Asset Management
Storebrand Asset Management
Norway
$46.4M +$3.59M 4 0.22% Increased
183
GAMCO Investors
GAMCO Investors
Connecticut
$46.2M +$9.17M 4 0.42% Increased
184
Level Four Advisory Services
Level Four Advisory Services
Texas
$45.9M +$113K 3 3.6% Increased
185
Swedbank
Swedbank
Sweden
$44.7M -$30.2M 6 0.08% Reduced
186
Epoch Investment Partners
Epoch Investment Partners
New York
$44.6M -$4.46M 2 0.22% Reduced
187
Artisan Partners
Artisan Partners
Wisconsin
$44.4M -$256K 1 0.06% Reduced
188
6CM
683 Capital Management
New York
$44M -$42.6M 2 2.36% Reduced
189
Truist Financial
Truist Financial
North Carolina
$43.8M +$12.3M 9 0.07% Increased
190
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$43.5M +$4.99M 6 0.23% Increased
191
Dodge & Cox
Dodge & Cox
California
$43M +$41.9M 1 0.03% New
192
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$42.8M +$2.57M 2 0.83% Increased
193
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$42.7M -$2.41M 3 0.28% Reduced
194
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$42.1M +$766K 1 1.18% Increased
195
Chevy Chase Trust
Chevy Chase Trust
Maryland
$41M -$98.5K 5 0.14% Reduced
196
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.7M +$13M 3 0.1% Increased
197
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$40.6M -$90M 6 0.05% Reduced
198
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.2M +$2.33M 14 0.04% Increased
199
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$39.6M -$40.8M 7 0.05% Reduced
200
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$39.6M +$5.08M 3 0.14% Increased