← 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
201
Westwood Holdings Group
Westwood Holdings Group
Texas
$30.4M +$2.43M 1 0.27% Increased
202
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$30.2M +$5.31M 9 0.28% Increased
203
UBS O'Connor
UBS O'Connor
Illinois
$30M -$2.76M 1 0.69% Reduced
204
RIG
Roosevelt Investment Group
New York
$29.8M +$717K 2 2.71% Increased
205
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.6M -$5.75M 9 0.13% Reduced
206
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29.3M +$9.04M 4 0.01% Increased
207
RSCM
Rock Springs Capital Management
Maryland
$29.3M $0 1 1.06% Maintained
208
Granahan Investment Management
Granahan Investment Management
Massachusetts
$28.7M +$3.93M 1 1.56% Increased
209
Meyer Handelman Company
Meyer Handelman Company
New York
$28.7M +$107K 3 1.4% Increased
210
HighTower Advisors
HighTower Advisors
Illinois
$28.5M -$650K 9 0.21% Reduced
211
Winton Group
Winton Group
United Kingdom
$28.2M -$7M 7 0.59% Reduced
212
Rathbones Group
Rathbones Group
United Kingdom
$27.6M +$4.6M 1 0.94% Increased
213
Boston Trust Walden
Boston Trust Walden
Massachusetts
$27.3M +$78K 2 0.38% Increased
214
Squarepoint
Squarepoint
New York
$27M -$11.3M 6 0.32% Reduced
215
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.8M -$1.37M 4 0.36% Reduced
216
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.8M -$106K 5 0.13% Reduced
217
GC
GMT Capital
Georgia
$26.8M -$5.61M 1 0.69% Reduced
218
Aviva
Aviva
United Kingdom
$26.3M -$1.88M 5 0.14% Reduced
219
OAM
Oxford Asset Management
United Kingdom
$26.3M +$2.42M 4 0.55% Increased
220
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$26M -$324K 6 0.05% Reduced
221
Andra AP-fonden
Andra AP-fonden
Sweden
$25.4M +$2.93M 3 0.65% Increased
222
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$25.1M +$9.91M 5 0.16% Increased
223
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$25.1M -$892K 3 0.16% Reduced
224
GHCM
Glen Harbor Capital Management
California
$25M -$3.13M 8 0.5% Reduced
225
Brandes Investment Partners
Brandes Investment Partners
California
$24.7M -$232K 1 0.56% Reduced