← 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
Congress Asset Management
Congress Asset Management
Massachusetts
$49.7M -$106M 2 0.34% Reduced
177
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$49.7M -$7.83M 4 0.18% Reduced
178
Quantinno Capital Management
Quantinno Capital Management
New York
$48.7M +$17.5M 11 0.21% Increased
179
Axa
Axa
France
$48M +$18.6M 7 0.14% Increased
180
BCM
Brown Capital Management
Maryland
$47.7M +$2.19M 1 1.39% Increased
181
Stifel Financial
Stifel Financial
Missouri
$47.1M -$1.27M 8 0.05% Reduced
182
Artisan Partners
Artisan Partners
Wisconsin
$47M -$1.6M 1 0.07% Reduced
183
SAM
Scopus Asset Management
New York
$47M +$30.6M 1 0.79% Increased
184
F1I
Fund 1 Investments
Puerto Rico
$45.7M +$13.3M 3 3.68% Increased
185
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$44.6M +$5.14M 17 0.01% Increased
186
Natixis Advisors
Natixis Advisors
Massachusetts
$44M +$10.5M 7 0.07% Increased
187
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$43.8M -$218K 2 0.05% Reduced
188
STRS Ohio
STRS Ohio
Ohio
$43.8M +$2.76M 10 0.16% Increased
189
Storebrand Asset Management
Storebrand Asset Management
Norway
$43.5M -$3.24M 6 0.13% Reduced
190
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.5M -$103M 5 0.06% Reduced
191
Aware Super
Aware Super
Australia
$43.2M $0 2 0.63% Maintained
192
Gotham Asset Management
Gotham Asset Management
New York
$42.3M +$487K 6 0.25% Increased
193
Wedge Capital Management
Wedge Capital Management
North Carolina
$42.3M +$2.02M 2 0.76% Increased
194
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$41.3M +$18.1M 3 1.37% Increased
195
DPCM
Doma Perpetual Capital Management
Florida
$41.1M $0 1 15.56% Maintained
196
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$41M -$3.12M 14 0.1% Reduced
197
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$40.2M +$18.2M 14 0.17% Increased
198
Korea Investment Corp
Korea Investment Corp
South Korea
$40.1M -$3.96M 4 0.09% Reduced
199
DP
Dundas Partners
United Kingdom
$39.3M $0 1 2.73% Maintained
200
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$39.1M -$53.7K 6 0.13% Reduced
6 7
8
9 10