← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$33.8M -$2.03M 18 0.01% Reduced
227
GIP
Granite Investment Partners
California
$33.3M -$12.4M 1 1.13% Reduced
228
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$33.1M +$2.35M 4 0.13% Increased
229
WTA
Washington Trust Advisors
Massachusetts
$32.9M -$253K 5 2.33% Reduced
230
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$32.6M -$22.7M 1 0.39% Reduced
231
First Pacific Advisors
First Pacific Advisors
California
$32.6M +$42M 1 0.42% New
232
HighTower Advisors
HighTower Advisors
Illinois
$32.6M +$1.07M 9 0.07% Increased
233
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$32.5M $0 1 1.84% Maintained
234
ACM
Atika Capital Management
New York
$32.2M -$1.19M 1 2.71% Reduced
235
Altshuler Shaham
Altshuler Shaham
Israel
$32M -$48.6M 3 0.28% Reduced
236
TIA
Tandem Investment Advisors
South Carolina
$31.8M +$2.2M 1 1.95% Increased
237
Nicholas Company
Nicholas Company
Wisconsin
$31.2M -$254K 2 0.56% Reduced
238
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$30.9M -$10.2M 7 0.08% Reduced
239
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$30.7M +$560K 5 0.17% Increased
240
Meyer Handelman Company
Meyer Handelman Company
New York
$30.6M +$83.4K 3 1.17% Increased
241
ACB
Aristotle Capital Boston
Massachusetts
$30.2M -$874K 1 0.76% Reduced
242
LCM
Landscape Capital Management
New Jersey
$30M +$16.3M 7 3.81% Increased
243
TCM
Tekla Capital Management
Massachusetts
$29.9M -$871K 2 1.05% Reduced
244
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.9M -$498K 1 2.34% Reduced
245
ProShare Advisors
ProShare Advisors
Maryland
$29.9M -$782K 14 0.06% Reduced
246
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$29.8M $0 1 22.55% Maintained
247
Soleus Capital Management
Soleus Capital Management
Connecticut
$29.8M +$8.32M 2 3.84% Increased
248
NPIC
Neumeier Poma Investment Counsel
California
$29.7M +$6.48M 1 1.99% Increased
249
Comerica Bank
Comerica Bank
Texas
$29.6M +$3.85M 11 0.22% Increased
250
National Bank of Canada
National Bank of Canada
Quebec, Canada
$29.5M +$13.6M 11 0.09% Increased