← 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
WAM
Wilsey Asset Management
California
$38.1M +$39.1M 1 5.92% New
177
Wedge Capital Management
Wedge Capital Management
North Carolina
$37.9M +$5.61M 2 0.68% Increased
178
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$37M +$6.57M 12 0.14% Increased
179
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$36.8M +$3.39M 2 0.82% Increased
180
CCM
Coliseum Capital Management
Connecticut
$36.7M $0 1 3.01% Maintained
181
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36.5M +$36.4M 3 0.09% New
182
Macquarie Group
Macquarie Group
Australia
$34.5M -$54.9M 5 0.15% Reduced
183
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.5M +$4.82M 2 0.14% Increased
184
DPCM
Doma Perpetual Capital Management
Florida
$34.4M -$6.41M 1 9.68% Reduced
185
Natixis Advisors
Natixis Advisors
Massachusetts
$34.3M -$5.15M 8 0.05% Reduced
186
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$33.3M +$6.99M 3 0.05% Increased
187
Stifel Financial
Stifel Financial
Missouri
$33.2M -$6.76M 7 0.03% Reduced
188
Rathbones Group
Rathbones Group
United Kingdom
$32.9M +$32.6M 1 0.13% New
189
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$32.9M +$2.4M 1 0.63% Increased
190
Lazard Asset Management
Lazard Asset Management
New York
$32.4M +$6.02M 7 0.05% Increased
191
DZ Bank
DZ Bank
Germany
$32.3M +$16.4M 4 0.03% Increased
192
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.2M +$5.48M 9 0.11% Increased
193
Driehaus Capital Management
Driehaus Capital Management
Illinois
$32.1M +$33.3M 1 0.22% New
194
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.8M +$1.32M 19 0.02% Increased
195
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$31.6M -$11.9M 5 0.07% Reduced
196
Life Cycle Investment Partners
Life Cycle Investment Partners
$31.2M +$33.2M 1 0.22% New
197
BAMCO Inc
BAMCO Inc
New York
$31.1M +$14.1M 1 0.08% Increased
198
ING Group
ING Group
Netherlands
$30.9M +$13.1M 6 0.19% Increased
199
Corient Private Wealth
Corient Private Wealth
Florida
$30.9M +$930K 8 0.04% Increased
200
Norinchukin Bank
Norinchukin Bank
Japan
$30.5M +$935K 4 0.36% Increased