← 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
M&T Bank
M&T Bank
New York
$15.2M +$14M 6 0.1% Increased
227
Regions Financial Corp
Regions Financial Corp
Alabama
$15.1M -$1.67M 4 0.19% Reduced
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$14.9M +$10.3K 1 0.17% Increased
229
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.9M +$273K 3 0.26% Increased
230
Foresters Investment Management
Foresters Investment Management
New York
$14.8M -$3.98M 2 0.31% Reduced
231
Edge Asset Management
Edge Asset Management
Washington
$14.4M -$17.4K 1 0.14% Reduced
232
Putnam Investments
Putnam Investments
Massachusetts
$14.3M +$1.75M 5 0.03% Increased
233
Nuveen
Nuveen
North Carolina
$14.2M -$1.33M 5 0.09% Reduced
234
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$14.2M +$287K 3 0.05% Increased
235
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$14.2M +$12.7M 3 1.82% Increased
236
AHL Partners
AHL Partners
United Kingdom
$14.1M +$14.2M 4 1.09% New
237
Ninety One (UK)
Ninety One (UK)
United Kingdom
$14.1M +$3.45M 1 0.08% Increased
238
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$14.1M +$4.93M 5 0.46% Increased
239
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14M -$677K 2 0.04% Reduced
240
LMR Partners
LMR Partners
United Kingdom
$14M +$12.2M 1 1.12% Increased
241
ICAP
Independence Capital Asset Partners
Colorado
$13.9M -$3.01M 1 1.95% Reduced
242
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$13.9M -$844K 1 0.32% Reduced
243
SG Americas Securities
SG Americas Securities
New York
$13.8M -$14.6M 8 0.08% Reduced
244
AIM
Assured Investment Management
New York
$13.7M +$5.3M 1 0.22% Increased
245
Palisade Capital Management
Palisade Capital Management
New Jersey
$13.6M +$10.7K 2 0.34% Increased
246
Robeco Schweiz
Robeco Schweiz
Switzerland
$13.6M -$3.25M 3 1.08% Reduced
247
Veritas Asset Management
Veritas Asset Management
United Kingdom
$13.5M +$2.55M 1 0.22% Increased
248
Nordea Investment Management
Nordea Investment Management
Sweden
$13.5M -$1.82M 4 0.05% Reduced
249
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$13.4M -$544K 5 0.19% Reduced
250
FAAM
First Allied Asset Management
California
$13.3M +$6.46M 2 1.78% Increased