← 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
GW&K Investment Management
GW&K Investment Management
Massachusetts
$56.1M +$21.1M 7 0.53% Increased
177
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.9M -$3.71M 4 0.22% Reduced
178
PE
Platinum Equity
California
$55.7M -$5.11M 1 29.92% Reduced
179
KeyBank National Association
KeyBank National Association
Ohio
$55.6M +$512K 6 0.25% Increased
180
DZ Bank
DZ Bank
Germany
$55.6M +$5.66M 5 0.08% Increased
181
SSM
Sound Shore Management
Connecticut
$54.5M -$778K 1 2.01% Reduced
182
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.4M +$438K 12 0.22% Increased
183
HRT Financial
HRT Financial
New York
$54.1M +$14.3M 8 0.51% Increased
184
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$53.7M -$16.7M 7 0.06% Reduced
185
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$53.4M +$27.2M 6 0.12% Increased
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$53.2M -$1.53M 8 0.18% Reduced
187
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$52.9M +$10.6M 8 0.45% Increased
188
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$52.4M +$16.5M 11 0.43% Increased
189
ACM
Argent Capital Management
Missouri
$52.3M -$467K 1 1.7% Reduced
190
Boston Partners
Boston Partners
Massachusetts
$52.1M +$5.02M 2 0.07% Increased
191
DF Dent & Co
DF Dent & Co
Maryland
$52M -$1.01M 1 0.7% Reduced
192
Alyeska Investment Group
Alyeska Investment Group
Illinois
$50.8M +$31.3M 1 0.38% Increased
193
CIM
Contrarius Investment Management
Jersey
$50.6M +$6.33M 1 2.72% Increased
194
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.6M +$21M 4 0.13% Increased
195
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$49.7M +$8.36M 4 0.98% Increased
196
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$48.7M +$5.65M 16 0.22% Increased
197
Stifel Financial
Stifel Financial
Missouri
$48.3M -$2.97M 10 0.07% Reduced
198
LPL Financial
LPL Financial
California
$48.1M +$7.72M 13 0.03% Increased
199
Axa
Axa
France
$47.8M +$1.21M 7 0.16% Increased
200
EARNEST Partners
EARNEST Partners
Georgia
$47.4M +$7.63M 7 0.27% Increased