← 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
Nuveen
Nuveen
North Carolina
$15.8M -$16.6M 6 0.1% Reduced
227
CIP
Champlain Investment Partners
Vermont
$15.7M -$156K 1 0.26% Reduced
228
EA
Euclid Advisors
Connecticut
$15.7M +$9.08M 2 0.11% Increased
229
Robeco Schweiz
Robeco Schweiz
Switzerland
$15.6M -$94.5K 4 1.27% Reduced
230
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$15.4M +$895K 1 1.03% Increased
231
Wolverine Asset Management
Wolverine Asset Management
Illinois
$15.2M +$1.11M 4 0.33% Increased
232
Bridgewater Associates
Bridgewater Associates
Connecticut
$15.1M -$5.96M 2 0.11% Reduced
233
Palisade Capital Management
Palisade Capital Management
New Jersey
$15M -$3.93M 2 0.36% Reduced
234
ACPU
Arrowgrass Capital Partners (US)
Delaware
$15M -$1.84K 1 0.44% Reduced
235
Zacks Investment Management
Zacks Investment Management
Illinois
$14.8M +$402K 1 0.52% Increased
236
Nordea Investment Management
Nordea Investment Management
Sweden
$14.8M +$2.07M 4 0.06% Increased
237
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.6M -$913K 2 0.27% Reduced
238
WCP
Welch Capital Partners
New York
$14.6M +$13.8M 1 5.13% New
239
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$14.6M -$2.4M 1 0.35% Reduced
240
H
Hexavest
Quebec, Canada
$14.5M +$745K 2 0.22% Increased
241
GGPE
Golden Gate Private Equity
California
$14.4M $0 1 2.9% Maintained
242
Edge Asset Management
Edge Asset Management
Washington
$14.3M -$139 1 0.14% Reduced
243
Putnam Investments
Putnam Investments
Massachusetts
$14.3M -$2.18M 5 0.03% Reduced
244
Aperio Group
Aperio Group
California
$14M +$302K 9 0.2% Increased
245
Private Management Group
Private Management Group
California
$14M +$14.6M 1 0.86% New
246
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.9M -$638K 2 0.04% Reduced
247
AIM
Assured Investment Management
New York
$13.8M -$2.45M 1 0.23% Reduced
248
SFM
Systematic Financial Management
New Jersey
$13.7M +$12.5M 3 0.09% Increased
249
ProShare Advisors
ProShare Advisors
Maryland
$13.5M +$1.81M 8 0.18% Increased
250
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$13.4M +$5.24M 1 0.14% Increased