← 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
Jefferies Financial Group
Jefferies Financial Group
New York
$51.9M -$1.6M 6 0.37% Reduced
177
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$51.6M +$2.65M 10 0.25% Increased
178
Gotham Asset Management
Gotham Asset Management
New York
$51.6M +$4.39M 8 0.53% Increased
179
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$51.1M -$2.77M 8 0.2% Reduced
180
Korea Investment Corp
Korea Investment Corp
South Korea
$50.6M +$2.26M 4 0.12% Increased
181
B
Braidwell
Connecticut
$50.4M -$24.4M 1 1.43% Reduced
182
Vaughan David Investments
Vaughan David Investments
Illinois
$49.8M +$1.38M 1 1.15% Increased
183
STRS Ohio
STRS Ohio
Ohio
$49.7M +$9.77M 9 0.19% Increased
184
Aquatic Capital Management
Aquatic Capital Management
Illinois
$49.6M +$15.5M 4 1.3% Increased
185
Kennedy Capital Management
Kennedy Capital Management
Missouri
$49.3M +$832K 3 1.09% Increased
186
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49M -$21.9M 1 0.06% Reduced
187
River Road Asset Management
River Road Asset Management
Kentucky
$49M -$1.55M 1 0.64% Reduced
188
UMB Bank
UMB Bank
Missouri
$48.8M +$1.15M 14 0.76% Increased
189
Woodline Partners
Woodline Partners
California
$48.6M -$17.2M 2 0.41% Reduced
190
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$48.2M -$30.2M 1 0.66% Reduced
191
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$47.3M +$23.6M 1 0.9% Increased
192
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$47M +$44.3M 1 3.16% New
193
Miller Howard Investments
Miller Howard Investments
New York
$46.6M -$417K 1 1.44% Reduced
194
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$46.1M -$905K 6 0.18% Reduced
195
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$46M -$1.37M 4 0.85% Reduced
196
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$45.9M +$9.31M 5 0.09% Increased
197
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$45.9M +$4.77M 4 0.05% Increased
198
Artemis Investment Management
Artemis Investment Management
United Kingdom
$45.5M -$1.12M 1 0.69% Reduced
199
Raymond James & Associates
Raymond James & Associates
Florida
$44.5M -$40M 11 0.03% Reduced
200
Trexquant Investment
Trexquant Investment
Connecticut
$44.5M +$6.14M 6 0.56% Increased