← 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
MRCM
Mill Road Capital Management
Connecticut
$33.9M +$30.5M 1 11.97% New
227
Scout Investments
Scout Investments
Missouri
$33.8M +$84.6K 2 0.62% Increased
228
Meyer Handelman Company
Meyer Handelman Company
New York
$33.6M +$512K 3 1.52% Increased
229
Comerica Bank
Comerica Bank
Texas
$32.7M +$2.59M 9 0.21% Increased
230
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$32.4M -$12.5M 3 0.42% Reduced
231
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$32.3M +$9.29M 13 0.2% Increased
232
GF
Greenhouse Funds
Maryland
$32.1M +$34.2M 1 2.99% New
233
US Bancorp
US Bancorp
Minnesota
$31.9M -$1.14M 13 0.07% Reduced
234
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$31.6M $0 1 0.16% Maintained
235
CISOA
Capital Investment Services of America
Wisconsin
$31.2M +$536K 1 3.26% Increased
236
Aviva
Aviva
United Kingdom
$31M -$3.79M 8 0.16% Reduced
237
NIMI
Natixis Investment Managers International
France
$30.7M +$28.4M 1 2.14% New
238
Nicholas Company
Nicholas Company
Wisconsin
$30.7M -$16.1M 2 0.58% Reduced
239
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$30.4M +$273K 3 0.08% Increased
240
Wedge Capital Management
Wedge Capital Management
North Carolina
$30.4M -$6.32M 3 0.35% Reduced
241
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$30.1M +$18.2M 5 0.55% Increased
242
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$30M +$1.09M 8 0.14% Increased
243
HighTower Advisors
HighTower Advisors
Illinois
$30M +$3.42M 7 0.12% Increased
244
Washington Trust
Washington Trust
Rhode Island
$29.4M +$10.9K 3 0.95% Increased
245
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$29.3M +$347K 1 0.92% Increased
246
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$29.2M -$217K 7 0.07% Reduced
247
MSL
Mackay Shields LLC
New York
$29.2M -$3.26M 8 0.2% Reduced
248
Royce & Associates
Royce & Associates
New York
$29.1M -$2.62M 2 0.24% Reduced
249
ITP
Iron Triangle Partners
Connecticut
$28.7M -$5.49M 2 3.72% Reduced
250
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$28.4M +$18.1M 5 0.55% Increased