← 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
Nomura Asset Management
Nomura Asset Management
Japan
$43M -$25.6M 4 0.22% Reduced
202
GIP
Granite Investment Partners
California
$42.2M +$1.75M 2 1.23% Increased
203
ACB
Aristotle Capital Boston
Massachusetts
$41.6M -$1.06M 1 0.98% Reduced
204
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$41.4M $0 1 2.6% Maintained
205
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$41.2M -$17.1M 16 0.01% Reduced
206
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$41.1M +$4.87M 2 1.05% Increased
207
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$40.9M +$11.9M 3 0.81% Increased
208
Sessa Capital
Sessa Capital
New York
$40.6M $0 1 2.01% Maintained
209
Maverick Capital
Maverick Capital
Texas
$40.4M -$8.25M 5 0.46% Reduced
210
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.1M +$471K 14 0.03% Increased
211
Artisan Partners
Artisan Partners
Wisconsin
$40.1M +$317K 1 0.05% Increased
212
CGC
Continental Grain Company
New York
$39.9M -$1.28M 2 9.49% Reduced
213
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$39.8M +$224K 8 0.05% Increased
214
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$39.7M +$108K 5 0.2% Increased
215
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$39.4M -$273K 1 0.36% Reduced
216
SC
Sasco Capital
Connecticut
$39M +$1.07M 1 4.48% Increased
217
GAMCO Investors
GAMCO Investors
Connecticut
$38.7M -$9.56M 4 0.33% Reduced
218
Norinchukin Bank
Norinchukin Bank
Japan
$38.5M +$7.64M 4 0.49% Increased
219
Asset Management One
Asset Management One
Japan
$38.4M -$5.74M 4 0.13% Reduced
220
Railway Pension Investments
Railway Pension Investments
United Kingdom
$38.3M $0 2 0.29% Maintained
221
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$38M +$29.5M 1 15.47% New
222
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.7M -$8.15M 12 0.28% Reduced
223
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$37.1M +$11.9M 2 2.37% Increased
224
TCW Group
TCW Group
California
$36.4M +$850K 1 0.3% Increased
225
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$36.2M -$3.95M 3 0.12% Reduced