← 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
Verition Fund Management
Verition Fund Management
Connecticut
$46.7M +$23.9M 12 0.26% Increased
177
Bellevue Group
Bellevue Group
Switzerland
$46.5M +$7.87M 2 0.76% Increased
178
Storebrand Asset Management
Storebrand Asset Management
Norway
$46.5M +$411K 6 0.15% Increased
179
River Road Asset Management
River Road Asset Management
Kentucky
$44.8M +$1.66M 1 0.64% Increased
180
Level Four Advisory Services
Level Four Advisory Services
Texas
$44.8M -$779K 2 2.02% Reduced
181
Jefferies Financial Group
Jefferies Financial Group
New York
$44.5M +$42.2M 4 0.47% Increased
182
Nicholas Company
Nicholas Company
Wisconsin
$44.3M +$11.3M 2 0.74% Increased
183
KBC Group
KBC Group
Belgium
$44M +$11.9M 8 0.13% Increased
184
Artemis Investment Management
Artemis Investment Management
United Kingdom
$43.9M -$105M 2 0.59% Reduced
185
Kennedy Capital Management
Kennedy Capital Management
Missouri
$43.9M +$6.66M 4 0.94% Increased
186
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43M +$9.36M 1 0.14% Increased
187
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$43M +$8.5M 3 0.4% Increased
188
Reinhart Partners
Reinhart Partners
Wisconsin
$42.7M +$600K 1 1.77% Increased
189
ACM
Argent Capital Management
Missouri
$42.6M -$212K 1 1.25% Reduced
190
Ninety One (UK)
Ninety One (UK)
United Kingdom
$42.5M +$43.1M 2 0.12% Increased
191
Korea Investment Corp
Korea Investment Corp
South Korea
$42.3M +$871K 4 0.11% Increased
192
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.5M +$9.13M 3 0.18% Increased
193
Miller Howard Investments
Miller Howard Investments
New York
$41.1M +$36.5M 1 1.36% Increased
194
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$40.7M +$6.32M 6 0.17% Increased
195
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40.5M +$12.6M 8 0.17% Increased
196
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$40.3M -$4.13M 4 0.76% Reduced
197
STRS Ohio
STRS Ohio
Ohio
$40.2M +$19.8M 10 0.16% Increased
198
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$40M +$6.66M 15 0.13% Increased
199
Corient Private Wealth
Corient Private Wealth
Florida
$40M +$12.9M 10 0.07% Increased
200
Gotham Asset Management
Gotham Asset Management
New York
$39.9M +$4.45M 8 0.52% Increased