← 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
Brown Advisory
Brown Advisory
Maryland
$44.4M -$194K 5 0.09% Reduced
177
Storebrand Asset Management
Storebrand Asset Management
Norway
$43.5M +$1.38M 5 0.26% Increased
178
River Road Asset Management
River Road Asset Management
Kentucky
$43.3M -$1.23M 1 0.65% Reduced
179
DF Dent & Co
DF Dent & Co
Maryland
$43.3M -$62K 1 0.67% Reduced
180
Truist Financial
Truist Financial
North Carolina
$42.4M -$743K 9 0.08% Reduced
181
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$42.1M +$7.94M 4 0.17% Increased
182
Swedbank
Swedbank
Sweden
$41.7M -$271K 6 0.1% Reduced
183
PVI
Pura Vida Investments
New York
$41.4M +$2.84M 3 2.39% Increased
184
TimesSquare Capital Management
TimesSquare Capital Management
New York
$41.2M +$4.6M 1 0.57% Increased
185
BGI
BlueDrive Global Investors
United Kingdom
$40.7M -$16.1M 2 39.41% Reduced
186
Cullen Capital Management
Cullen Capital Management
New York
$40.4M +$14.7M 1 0.43% Increased
187
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$39.9M +$658K 1 1.42% Increased
188
Chevy Chase Trust
Chevy Chase Trust
Maryland
$39.2M +$175K 5 0.17% Increased
189
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.9M +$3.96M 3 0.11% Increased
190
Achmea Investment Management
Achmea Investment Management
Netherlands
$38.8M -$5.36M 3 1.37% Reduced
191
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$38.4M -$15M 10 0.32% Reduced
192
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$37.7M +$16.4M 1 1.94% Increased
193
Gabelli Funds
Gabelli Funds
New York
$37.1M -$5.75M 5 0.31% Reduced
194
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$37M +$39.6M 12 0.43% New
195
First Pacific Advisors
First Pacific Advisors
California
$36.9M -$312K 1 0.59% Reduced
196
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$36.7M +$3.15M 4 0.12% Increased
197
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$36.6M +$9.47M 5 1.55% Increased
198
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$36.5M -$317K 17 0.04% Reduced
199
Axa
Axa
France
$35.8M +$19.1M 4 0.14% Increased
200
EARNEST Partners
EARNEST Partners
Georgia
$35.5M +$5.22M 6 0.24% Increased