← 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
$16.1M +$126K 5 0.09% Increased
227
PTC
Philadelphia Trust Company
Pennsylvania
$16M -$20.1M 1 1.29% Reduced
228
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$16M +$804K 4 0.06% Increased
229
GGPE
Golden Gate Private Equity
California
$15.8M $0 1 4.83% Maintained
230
DSI
Daiwa SB Investments
Japan
$15.5M +$12.8M 2 2.49% Increased
231
M&T Bank
M&T Bank
New York
$15.5M -$1.05M 6 0.1% Reduced
232
Regions Financial Corp
Regions Financial Corp
Alabama
$15.2M -$819K 4 0.2% Reduced
233
Highbridge Capital Management
Highbridge Capital Management
New York
$15.1M -$28.2M 3 0.19% Reduced
234
Edge Asset Management
Edge Asset Management
Washington
$15M +$94.1K 1 0.15% Increased
235
Artisan Partners
Artisan Partners
Wisconsin
$15M -$2.8M 1 0.03% Reduced
236
Asset Management One
Asset Management One
Japan
$14.9M +$1.66M 5 0.19% Increased
237
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$14.9M +$164K 5 0.2% Increased
238
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.9M -$1.82M 3 0.22% Reduced
239
AGC
Angelo Gordon & Co
New York
$14.4M +$15.5M 1 0.7% Increased
240
Manning & Napier Advisors
Manning & Napier Advisors
New York
$14.2M -$170M 2 0.06% Reduced
241
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$14.1M -$304K 1 0.32% Reduced
242
Robeco Schweiz
Robeco Schweiz
Switzerland
$14M -$182K 3 1.07% Reduced
243
LPL Financial
LPL Financial
California
$14M +$89.5K 3 0.08% Increased
244
SFM
Stack Financial Management
Montana
$14M +$110K 1 1.62% Increased
245
EA
Euclid Advisors
Connecticut
$14M -$5.74M 1 0.13% Reduced
246
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$13.9M -$9.47M 5 0.09% Reduced
247
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.8M -$1.18M 2 0.04% Reduced
248
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$13.8M +$9.75M 1 0.56% Increased
249
LCS
Levin Capital Strategies
New York
$13.7M +$12.9M 1 0.21% Increased
250
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.4M +$2.7M 4 0.08% Increased