← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$37.9M -$1.58M 6 0.14% Reduced
227
DZ Bank
DZ Bank
Germany
$37.1M -$4.03M 4 0.06% Reduced
228
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$36.3M +$2.97M 1 0.92% Increased
229
BCA
Bernzott Capital Advisors
California
$35.9M -$12.3M 1 3.04% Reduced
230
Railway Pension Investments
Railway Pension Investments
United Kingdom
$35.8M -$17.3M 2 0.3% Reduced
231
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$35.8M -$10.2M 13 0.4% Reduced
232
LCM
Landscape Capital Management
New Jersey
$35.7M +$24.2M 8 4.36% Increased
233
CISOA
Capital Investment Services of America
Wisconsin
$35M -$486K 1 3.34% Reduced
234
Meyer Handelman Company
Meyer Handelman Company
New York
$34.8M +$230K 3 1.37% Increased
235
Scout Investments
Scout Investments
Missouri
$34.7M -$200K 2 0.52% Reduced
236
Comerica Bank
Comerica Bank
Texas
$34.7M -$1.69M 10 0.21% Reduced
237
HighTower Advisors
HighTower Advisors
Illinois
$34.5M +$718K 8 0.1% Increased
238
Washington Trust
Washington Trust
Rhode Island
$34.4M +$15.7K 3 0.97% Increased
239
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$34.3M +$20.1M 1 0.34% Increased
240
Truist Financial
Truist Financial
North Carolina
$34.3M -$4.83M 10 0.06% Reduced
241
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$34.2M +$4.08M 3 0.41% Increased
242
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$33.9M -$635K 3 0.08% Reduced
243
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$33.9M +$1.33M 4 0.21% Increased
244
Artisan Partners
Artisan Partners
Wisconsin
$33.6M -$2.5M 1 0.04% Reduced
245
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$33.5M +$15.9M 14 0.24% Increased
246
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$33.2M -$2.32M 5 0.19% Reduced
247
SC
Sasco Capital
Connecticut
$33M +$1.65M 1 3.89% Increased
248
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$32M $0 1 0.15% Maintained
249
Nicholas Company
Nicholas Company
Wisconsin
$32M -$982K 2 0.56% Reduced
250
Maverick Capital
Maverick Capital
Texas
$31.2M +$21.1M 7 0.29% Increased