← 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
226
Nomura Holdings
Nomura Holdings
Japan
$16.2M +$11.7M 5 0% Increased
227
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$16.2M -$477K 1 0.39% Reduced
228
Sterling Capital Management
Sterling Capital Management
North Carolina
$16M +$99.6K 3 0.14% Increased
229
SCA
Signpost Capital Advisors
New York
$16M $0 1 6.77% Maintained
230
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16M -$2.32M 5 0.09% Reduced
231
Canada Life
Canada Life
Manitoba, Canada
$15.9M -$695K 5 0.06% Reduced
232
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.6M -$1.05M 6 0.2% Reduced
233
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$15.6M -$141M 1 0.13% Reduced
234
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$15.5M -$540K 3 0.07% Reduced
235
TS
Twin Securities
New York
$15.4M +$6.44M 1 2.8% Increased
236
Putnam Investments
Putnam Investments
Massachusetts
$15.4M -$2.17M 6 0.03% Reduced
237
PIM
Provident Investment Management
Michigan
$15.4M +$799K 1 3.81% Increased
238
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$15.3M +$5.64M 4 0.24% Increased
239
SP
Steelhead Partners
Washington
$15.1M +$17.5M 1 1.3% New
240
William Blair & Company
William Blair & Company
Illinois
$15.1M -$476K 4 0.03% Reduced
241
Two Sigma Advisers
Two Sigma Advisers
New York
$15.1M -$1.5M 6 0.14% Reduced
242
HA
Halsey Associates
Connecticut
$15.1M -$155K 1 3.42% Reduced
243
Zacks Investment Management
Zacks Investment Management
Illinois
$15M +$1.2M 2 0.56% Increased
244
Robeco Schweiz
Robeco Schweiz
Switzerland
$15M +$749K 4 1.3% Increased
245
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$14.7M +$519K 4 0.46% Increased
246
ICOM
Investment Counselors of Maryland
Maryland
$14.7M +$6.26M 1 0.62% Increased
247
AIM
Assured Investment Management
New York
$14.5M +$16.7M 1 0.24% New
248
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.5M -$4.44M 2 0.04% Reduced
249
H
Hexavest
Quebec, Canada
$14.4M +$14.3M 2 0.23% New
250
SCM
Symons Capital Management
Pennsylvania
$14.4M -$526K 1 3.3% Reduced