← 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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$30.3M +$6.36M 4 0.61% Increased
227
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30.3M +$115K 5 0.13% Increased
228
LPL Financial
LPL Financial
California
$30.3M +$3.92M 11 0.03% Increased
229
Asset Management One
Asset Management One
Japan
$30.2M -$1.07M 5 0.14% Reduced
230
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$30.2M -$756K 8 0.08% Reduced
231
US Bancorp
US Bancorp
Minnesota
$30.1M +$1.26M 17 0.06% Increased
232
Comerica Bank
Comerica Bank
Texas
$30M +$3.77M 13 0.25% Increased
233
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$29.8M $0 1 2% Maintained
234
ALPS Advisors
ALPS Advisors
Colorado
$29.7M +$192K 5 0.29% Increased
235
WTA
Washington Trust Advisors
Massachusetts
$28.8M +$418K 6 2.54% Increased
236
Scout Investments
Scout Investments
Missouri
$28.3M +$187K 2 0.56% Increased
237
Soleus Capital Management
Soleus Capital Management
Connecticut
$28.2M +$9.96M 2 4.4% Increased
238
Maverick Capital
Maverick Capital
Texas
$28M +$97.4K 4 0.69% Increased
239
IP
Interval Partners
New York
$27.8M +$2.54M 2 1.44% Increased
240
Cullen Capital Management
Cullen Capital Management
New York
$27.7M +$4.28M 1 0.28% Increased
241
EARNEST Partners
EARNEST Partners
Georgia
$27.6M -$522K 6 0.18% Reduced
242
WIC
Water Island Capital
New York
$27.5M -$1.3M 1 1.72% Reduced
243
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$27.3M $0 1 33.32% Maintained
244
CISOA
Capital Investment Services of America
Wisconsin
$27.3M -$945K 1 3.54% Reduced
245
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27.2M +$8.5M 11 0.33% Increased
246
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$27.1M -$4.47M 1 2.29% Reduced
247
CIBC World Markets
CIBC World Markets
New York
$27.1M -$13.5M 5 0.25% Reduced
248
SP
Solel Partners
Massachusetts
$27M +$30M 1 4.97% Increased
249
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26.8M -$1.84M 5 0.17% Reduced
250
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.7M -$2.15M 4 0.25% Reduced